Sales Enablement Specialist

10 hours ago

Noida, India EXL Full time

Work Mode: WFOShift: US Shift (5.30 PM Onwards)Work Location: NoidaJob Description :We are seeking a dynamic and analytical professional to support Sales Operations and FP&A functions within the Insurance Business Unit. This role will drive strategic initiatives, pipeline tracking, executive reporting, and business performance analysis, enabling data-driven decision-making and growth acceleration.Responsibilities:Sales Operations:Own end-to-end pipeline tracking, reporting, and dashboarding (SFDC).Collaborate with Sales head, Sales team, AM/CE, and Growth Office to ensure pipeline accuracy and deal prioritization.Drive monthly/quarterly sales reviews, growth calls, and executive engagement tracking.Educate sales teams on best practices and process adherence.Monitor OKRs, wins, and strategic initiatives progress.FP&A & Strategic Insights:Support budgeting, forecasting, and target setting aligned with BU goals.Deliver monthly/quarterly business review presentations to senior leadership.Provide proactive business health alerts and strategic recommendations.Align solution pipeline with BU strategy and track development, GTM, and implementation metrics.Strategy Formation & Initiatives:Partner with Sales head to define and refine strategy and growth priorities.Drive strategic planning cycles and translate business goals into actionable initiatives.Create frameworks to monitor progress of strategic programs and transformation efforts.Develop dashboards and reports to illuminate progress on key business initiatives Facilitate cross-functional collaboration to ensure strategic alignment and execution.Support strategic account planning by providing data-driven insights and growth opportunities. Partner with Sales team to develop account strategies aligned with BU goals. Track progress of named accounts and large deals to ensure strategic alignment. Facilitate prioritization of accounts based on revenue potential, strategic importance, and engagement level. Contribute to long-term planning and market research to identify whitespace and expansion opportunities.Cross-functional Collaboration:Coordinate with multiple teams to ensure data accuracy and timely execution.Drive weekly sales meetings and closure of action items.Support Customer Satisfaction Survey analysis and reporting.Qualifications:MBA or equivalent degree in Finance, Strategy, or Business Analytics8+ years of experience in Sales Operations, FP&A, or Strategic Planning rolesProven experience in managing executive-level reporting and business reviewsHands-on experience with Salesforce, Tableau, or other BI toolsExposure to Insurance or Financial Services domainStrong understanding of OKRs, budgeting cycles, and strategic planning frameworksExperience in managing cross-functional projects and stakeholder alignment

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