Sales Operations Specialist

General Responsibilities:

• Sales Pipeline & CRM Hygiene, Sales Pipeline Reports & Dashboards
• Track key metrics on Business Units, Service Lines & Customers/Accounts and provide snapshot of vital stats in advance for client meetings.
• Tracking Renewals/Repeat business and working with Salespersons & Delivery Teams to ensure follow-up and completion.
• Conduct basic market / client research and communicate findings.
• Be on the top of numbers/facts with respect to the Sales Pipeline, Wins/Losses & Business Units/Departments.
• Win & Loss Analysis

Minimum Qualifications:

• Graduation/Post Graduation in Finance / Commerce / Management.
• Well versed with MS Office especially with Microsoft Excel & PowerPoint.
• Extremely organized with good time-management skills.
• Familiarity, understanding & experience in CRM (NetSuite/Salesforce preferred).
• Salesforce Reports & Dashboards (CRM Admin experience would be a plus).
• Detail-oriented, analytical, and inquisitive.
• Advanced analytical skills and knowledge.
• Intermediate presentation and written communication skills.
• Research skills and knowledge.
• Intermediate business acumen and demonstrated application.

Preferred Qualifications / Skills:

• Ready to take initiative, ownership & roll up the sleeves to get the job done.
• Readiness to change and also embrace the change.
• Good understanding of companies' financial metrics & quantitative abilities.