About this role
Position Details
• Department: Sales & Business Operations, RoW
• Reports To: VP of Operations
• Location: Mumbai
• Employment Type: Full-time
Core Responsibilities
1. Sales Analytics & Business Intelligence
• Performance Dashboards: Design, build, and maintain executive-level dashboards in Power BI or Tableau to track KPIs, quota attainment, and account penetration.
• Win/Loss & Bid Analytics: Analyze RFP/RFI data, tender success rates, and discounting patterns to optimize pricing strategies and resource allocation.
• Margin Tracking: Partner with solution architects and finance to monitor expected vs. actual gross margins on complex SI deals.
2. Pipeline Management & Forecasting
• Revenue Forecasting: Lead weekly, quarterly, and annual sales forecasting processes, applying statistical trends to the sales pipeline.
• Pipeline Hygiene: Enforce CRM data governance rules to ensure accurate close dates, deal stages, and multi-vendor product categorization.
3. Process Optimization & Deal Desk Governance
• Deal Desk Management: Coordinate the commercial approval matrix for high-value bids, ensuring seamless evaluation of credit, risk, and vendor margins.
• Delivery Transition: Streamline the formal handover process from sales/pre-sales to the project delivery and engineering teams.
• Act as the coordination hub between Sales, Delivery, SCM, Finance, HR, and Corporate Functions.
• Ensure alignment of priorities, timelines, and decisions.
• Facilitate leadership governance forums and operating reviews.
4. Strategy & Territory Planning
• Territory & Quota Setting: Execute data modeling to support sales leadership in establishing equitable territories and incentive structures.
• Vendor Partner Analysis: Track co-sell pipelines and registration metrics with primary OEM partners (e.g., Cisco, Microsoft, AWS).
5. Business Performance Management
• Track revenue, order book, margin, EBITDA, utilization, and other business KPIs.
• Prepare executive dashboards and performance reviews.
• Identify risks, gaps, and improvement opportunities.
• Drive quarterly and annual business planning.
Required Skills & Qualifications
Technical Competencies
• CRM Expertise: Advanced proficiency in Salesforce or Microsoft Dynamics 365 (Admin or power-user certification preferred).
• Data & Analytics: Strong SQL skills for data extraction and expert-level Excel modeling capabilities.
• BI Tools: Proven experience building data pipelines and reports within Power BI, Tableau, or Qlik.
• CPQ Tools: Familiarity with Configure, Price, Quote (CPQ) software used for multi-component enterprise architectures.
Experience & Education
• Experience: 5+ years of progressive experience in Sales Operations, Business Analytics, or Revenue Operations.
• Industry Context: Minimum 2 years of experience within an IT Services, Managed Services, or Systems Integration (SI) environment is strictly required.
• Education: Bachelor’s degree in Business, Finance, Computer Science, or Data Analytics. An MBA is an advantage.
Soft Skills
• Stakeholder Management: Ability to influence and challenge senior sales directors and cross-functional leaders using data.
• Sharp Synthesis: Exceptional communication skills to translate complex data sets into crisp, actionable executive summaries.
Key Performance Indicators (KPIs)
• Forecast Accuracy Variance (Actual vs. Forecast < 5%)
• CRM Data Quality Index & Compliance Scores
• Bid Turnaround Time / Deal Desk SLA Adherence
• Partner Registration & Margin Optimization Rates
• Productivity Metrics
• Financial target achievement
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