Senior Analyst Sales Intelligence at Great Place… · Mumbai

• Design, develop and maintain business 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.
  
• Create daily, weekly and monthly reports that provide sales leadership with clear visibility on performance and governance metrics.
  

• 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.
  

• Design and improve lead assignment rules, lead prioritisation, qualification workflows, follow-up processes and lifecycle tracking.
  
• Monitor turnaround time across lead stages and enable teams to reduce delays through alerts, dashboards and process nudges.
  
• Support sales teams with better funnel visibility, lead intelligence and prioritised action points.
  

• 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.
  
• Partner with business teams to convert repetitive manual workflows into automated or semi-automated processes.
  

• Create industry insights, competitor intelligence, market research summaries and conversation starters to support consultative sales conversations.
  
• Build and maintain sales enablement repositories including case studies, blogs, podcast insights, battle cards and industry reports.
  
• Enable sales teams to position Great Place To Work solutions with stronger business context and objection-handling support.
  

• Create SOPs, process documents, CRM usage guides and training material for sales and supporting teams.
  
• Conduct CRM, dashboard and process training sessions to improve adoption and consistent usage.
  
• Collect feedback from stakeholders and continuously improve dashboards, reports and workflows based on business needs.
  

• Work closely 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 closure through structured follow-ups.
  
• Act as a bridge between business users and technical teams to translate operational needs into clear business requirements.
  

• Dashboard adoption, usage and stakeholder satisfaction
  
• CRM data quality, hygiene and process adherence
  
• Lead qualification TAT and funnel movement efficiency
  
• Lead assignment accuracy and follow-up compliance
  
• Reporting automation, time savings and accuracy improvement
  
• Closure rate of CRM enhancements and cross-functional open points
  
• Quality and business relevance of sales, market and competitive intelligence outputs
  
• AI-enabled use cases implemented and productivity improvement delivered
  

Requirements

• Sales Intelligence & Analytics: Ability to convert CRM and business data into actionable insights for sales leadership and teams
  
• CRM Governance: Strong experience in CRM process design, data hygiene, workflow mapping, automation and user adoption
  
• Dashboarding & Reporting: Ability to build dashboards, funnel reports, TAT trackers and performance summaries using Excel and CRM data
  
• AI Enablement: Working knowledge of Generative AI tools including Microsoft Copilot, Claude AI and ChatGPT for productivity, research, automation and sales enablement
  
• Process Improvement: Ability to identify gaps, document requirements, coordinate with technology teams and drive closure
  
• Stakeholder Management: Ability to collaborate with Sales, Marketing, Technology, Finance and Operations teams
  
• Communication: Ability to simplify analysis, present business recommendations and conduct training sessions