Medanta Hospital

About the Role : We are seeking a detail-oriented Data Analyst with a strong technical foundation in CRM analytics, data automation, and business performance reporting.The ideal candidate will manage end-to-end data operations across sales, CRM, and financial systems, transforming raw data into actionable insights that drive business growth and strategic decision-making.This role requires hands-on expertise in LeadSquared CRM, Power BI (or similar BI tools), Advanced Excel, and data visualization/report automation, with the ability to work cross-functionally with sales, finance, and marketing teams.Key Responsibilities : 1. Sales Data Management & Reporting : - Compile, clean, and structure large volumes of sales performance data across multiple hospital units and verticals (corporates, PSUs, TPAs, wellness, etc.- Build and maintain daily, weekly, and monthly dashboards to monitor revenue, patient volumes, lead conversions, and target achievement.- Automate MIS reporting pipelines to minimize manual effort and improve data accuracy.2. LeadSquared CRM Analytics : - Extract and analyze lead and funnel data from LeadSquared CRM to measure efficiency, lead quality, and closure performance.- Track and optimize lead journey stagesallocation, follow-up, conversion, and re-engagementhighlighting drop-offs and improvement areas.- Collaborate with Business Development teams to enhance CRM adoption, compliance, and data integrity.3. KPI Monitoring & Forecasting : - Maintain and monitor key sales KPIs such as revenue vs. target, lead-to-admission ratio, unit-wise growth, and AR/DSO metrics.- Support forecasting models and performance benchmarking for monthly and quarterly business reviews.4. Strategic Insights & Executive Reporting : - Deliver data-driven insights and recommendations to the National Sales Head and executive leadership on regional performance, campaign ROI, and new business opportunities.- Design visually compelling board-level dashboards and presentations highlighting trends, performance metrics, and actionable takeaways.5. Cross-Functional Data Coordination : - Partner with marketing, finance, billing, and hospital operations teams to ensure seamless integration and accuracy of data across platforms.- Reconcile CRM (LeadSquared) and financial data to eliminate reporting discrepancies.6. Automation & Data Quality Enhancement : - Develop automated BI dashboards using Power BI, Google Data Studio, or similar platforms, integrated with CRM and sales data sources.- Implement data quality checks, SOPs, and training to ensure system hygiene and governance across teams.Technical Skills Required : - LeadSquared CRM Advanced user with analytical and reporting experience.- Business Intelligence Tools Power BI / Google Data Studio / Tableau (preferred).- Advanced Excel / Google Sheets Pivot tables, dashboards, formulas, macros.- SQL (Basic to Intermediate) For data querying and validation (a plus).- Data Visualization & Storytelling Ability to present complex data clearly.- Automation Mindset Experience building self-service reports and automated pipelines.Core Competencies : - Strong analytical and problem-solving skills.- Business acumen with an understanding of sales operations.- Excellent attention to detail and data accuracy.- Effective cross-functional collaboration and stakeholder management.- Strong communication and presentation skills.Preferred Background : - Bachelors or Masters degree in Data Analytics, Computer Science, Information Systems, or Business Analytics.- Prior experience in Healthcare, SaaS, or CRM-driven Sales Analytics environments is a plus (ref:hirist.tech)