Senior Analyst - Sales Intelligence
Great Place to Work · Mumbai · onsite · Posted 40d ago
Undisclosed1–3 yrsfulltimeSourced from
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About this role
About the Role
We are hiring a Senior Analyst - Sales Intelligence (Mumbai) to strengthen sales performance through data, CRM governance, funnel analytics and AI-led productivity. The role converts CRM and business data into actionable insights for sales leadership and partners closely with Sales, Marketing, Technology, Finance and Operations.
Key Responsibilities
1. Sales Intelligence & Business Analytics
- Design, develop and maintain dashboards covering MQL funnel, lead journey, TAT, campaign analysis, industry funnel, employee size funnel, stale leads and proposal tracking.
- Analyse sales and CRM data to identify bottlenecks, conversion gaps and improvement opportunities across the lead lifecycle.
- Publish daily, weekly and monthly reports giving sales leadership clear visibility on performance and governance metrics.
2. CRM Governance & Transformation
- Own CRM process improvement initiatives including requirement gathering, workflow design, field mapping, automation logic, testing and deployment support.
- Maintain CRM hygiene through data checks, validation rules, clean-ups and alignment across Leads, Deals, Accounts and reporting modules.
- Coordinate with technology partners and internal teams to raise, track and close CRM enhancement requests.
3. Lead Management & Funnel Optimisation
- Design and improve lead assignment rules, lead prioritisation, qualification workflows, follow-up processes and lifecycle tracking.
- Monitor turnaround time across lead stages and reduce delays through alerts, dashboards and process nudges.
- Support sales teams with better funnel visibility, lead intelligence and prioritised action points.
4. AI, Automation & Digital Productivity
- Identify and implement AI-enabled use cases for sales research, lead qualification, follow-up nudges, knowledge management and reporting productivity.
- Use Generative AI platforms such as Microsoft Copilot, Claude AI and ChatGPT to improve research speed, content creation, process documentation and decision support.
- Convert repetitive manual workflows into automated or semi-automated processes.
5. Market, Industry & Competitive Intelligence
- Create industry insights, competitor intelligence, market research summaries and conversation starters for consultative sales conversations.
- Build and maintain sales enablement repositories including case studies, blogs, podcast insights, battle cards and industry reports.
6. Sales Enablement, SOPs & Adoption
- Create SOPs, process documents, CRM usage guides and training material; conduct CRM, dashboard and process training sessions to improve adoption.
- Collect stakeholder feedback and continuously improve dashboards, reports and workflows.
7. Cross-Functional Issue Management
- Work with Sales, Marketing, Technology, Finance, Controlling and Operations teams to resolve open points and improve process alignment.
- Maintain trackers for business issues, CRM enhancements and reporting dependencies and drive structured closure.
- Act as a bridge between business users and technical teams.
Technical Skills
Zoho CRM administration, Power BI & dashboarding, Advanced Excel & data modelling, sales analytics & funnel reporting, data visualisation, CRM workflow design, data governance & reporting frameworks, market & competitive intelligence, Generative AI applications, Microsoft Copilot, Claude AI, ChatGPT, prompt engineering, AI workflow automation, conversational AI, AI-powered sales research.
Key Metrics (KPIs)
Dashboard adoption and stakeholder satisfaction; CRM data quality and process adherence; lead qualification TAT and funnel movement; lead assignment accuracy and follow-up compliance; reporting automation and time savings; closure rate of CRM enhancements and cross-functional open points; quality of market and competitive intelligence outputs; AI use cases implemented and productivity delivered.
Reporting To: Sales Leadership | Department: Sales / Sales Operations / Business Intelligence
We are hiring a Senior Analyst - Sales Intelligence (Mumbai) to strengthen sales performance through data, CRM governance, funnel analytics and AI-led productivity. The role converts CRM and business data into actionable insights for sales leadership and partners closely with Sales, Marketing, Technology, Finance and Operations.
Key Responsibilities
1. Sales Intelligence & Business Analytics
- Design, develop and maintain dashboards covering MQL funnel, lead journey, TAT, campaign analysis, industry funnel, employee size funnel, stale leads and proposal tracking.
- Analyse sales and CRM data to identify bottlenecks, conversion gaps and improvement opportunities across the lead lifecycle.
- Publish daily, weekly and monthly reports giving sales leadership clear visibility on performance and governance metrics.
2. CRM Governance & Transformation
- Own CRM process improvement initiatives including requirement gathering, workflow design, field mapping, automation logic, testing and deployment support.
- Maintain CRM hygiene through data checks, validation rules, clean-ups and alignment across Leads, Deals, Accounts and reporting modules.
- Coordinate with technology partners and internal teams to raise, track and close CRM enhancement requests.
3. Lead Management & Funnel Optimisation
- Design and improve lead assignment rules, lead prioritisation, qualification workflows, follow-up processes and lifecycle tracking.
- Monitor turnaround time across lead stages and reduce delays through alerts, dashboards and process nudges.
- Support sales teams with better funnel visibility, lead intelligence and prioritised action points.
4. AI, Automation & Digital Productivity
- Identify and implement AI-enabled use cases for sales research, lead qualification, follow-up nudges, knowledge management and reporting productivity.
- Use Generative AI platforms such as Microsoft Copilot, Claude AI and ChatGPT to improve research speed, content creation, process documentation and decision support.
- Convert repetitive manual workflows into automated or semi-automated processes.
5. Market, Industry & Competitive Intelligence
- Create industry insights, competitor intelligence, market research summaries and conversation starters for consultative sales conversations.
- Build and maintain sales enablement repositories including case studies, blogs, podcast insights, battle cards and industry reports.
6. Sales Enablement, SOPs & Adoption
- Create SOPs, process documents, CRM usage guides and training material; conduct CRM, dashboard and process training sessions to improve adoption.
- Collect stakeholder feedback and continuously improve dashboards, reports and workflows.
7. Cross-Functional Issue Management
- Work with Sales, Marketing, Technology, Finance, Controlling and Operations teams to resolve open points and improve process alignment.
- Maintain trackers for business issues, CRM enhancements and reporting dependencies and drive structured closure.
- Act as a bridge between business users and technical teams.
Technical Skills
Zoho CRM administration, Power BI & dashboarding, Advanced Excel & data modelling, sales analytics & funnel reporting, data visualisation, CRM workflow design, data governance & reporting frameworks, market & competitive intelligence, Generative AI applications, Microsoft Copilot, Claude AI, ChatGPT, prompt engineering, AI workflow automation, conversational AI, AI-powered sales research.
Key Metrics (KPIs)
Dashboard adoption and stakeholder satisfaction; CRM data quality and process adherence; lead qualification TAT and funnel movement; lead assignment accuracy and follow-up compliance; reporting automation and time savings; closure rate of CRM enhancements and cross-functional open points; quality of market and competitive intelligence outputs; AI use cases implemented and productivity delivered.
Reporting To: Sales Leadership | Department: Sales / Sales Operations / Business Intelligence
Sourced from naukri
Skills
CRM Data Governance & HygieneSales IntelligenceAdvanced ExcelGenerative Ai ToolsData modellingWorkflow DesignDashboardinglead managementPower BiZoho CRM AdministrationSales AnalyticsFunnel reporting
About Great Place To Work
Great Place to Work
Analytics & KPO
125
employees
1990
36 years old
San
US
About
A Business Process Outsourcing (BPO) firm provides outsourced front- and back-office support—like customer care, finance, HR, and IT—to help companies boost efficiency, reduce costs, and focus on core operations.
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