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Operations Manager
1 month ago
Experience Required: 3+ Years (BFSI)
Location: Mumbai
Employment Type: Full-Time
About the Role:
We are seeking a proactive and analytical Sales Admin / Ops Manager with over 3 years of experience in the BFSI sector to join our high-performing team. This role is pivotal in driving sales excellence by optimizing processes, supporting bid management, enabling data-driven decisions, and implementing AI-powered sales automation tools. You will collaborate cross-functionally with Sales, Marketing, Finance, and Product teams to streamline operations and enhance sales productivity.
Key Responsibilities:
- Proposal & Bid Management:
- Lead the end-to-end proposal and bid process, ensuring timely, accurate, and compelling submissions tailored to client requirements.
- CRM & Sales Pipeline Management:
- Maintain and optimize CRM systems to ensure accurate tracking of sales activities, opportunities, and pipeline health.
- Sales Data Analytics & Reporting:
- Generate, analyze, and present actionable sales performance reports, KPIs, and forecasting to support strategic decisions.
- Cross-Functional Collaboration:
- Act as a bridge between Sales and internal teams (Product, Marketing, Finance) to align goals and deliverables.
- Process Improvement & Sales Enablement:
- Design and implement scalable sales processes, tools, and best practices to enhance team efficiency and effectiveness.
- Competitive Analysis & Win Strategies:
- Conduct market and competitor benchmarking to support sales strategy and develop win themes for key deals.
- AI & Automation in Sales Ops:
- Integrate cutting-edge technologies such as chatbots, predictive analytics, and workflow automation to streamline operations and increase efficiency.
Required Skills & Qualifications:
- Bachelor's degree in Business, Marketing, or a related field (MBA preferred).
- 3+ years of experience in Sales Operations or Sales Administration, specifically within the BFSI domain.
- Strong expertise in proposal management and bid coordination.
- Hands-on experience with CRM platforms (e.g., Salesforce, Zoho, HubSpot).
- Proficiency in sales data analysis tools (e.g., Excel, Power BI, Tableau).
- Knowledge of AI tools and automation technologies in sales operations.
- Exceptional organizational, communication, and interpersonal skills.
- Ability to manage multiple stakeholders and drive cross-functional initiatives.
Nice to Have:
- Certifications in CRM systems or sales operations methodologies.
- Experience implementing AI/ML-driven sales tools.
- Familiarity with regulatory and compliance requirements in BFSI.