Pensions Analyst

2 weeks ago

Bangalore, India Whatfix Full time

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications. Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle. Customers: 700+ enterprise customers, including over 80 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions. This role is critical in ensuring the accuracy and hygiene of our CRM and pipeline data, managing day-to-day operations in our Sales forecasting tool, and owning the documentation and periodic updates of Rules of Engagement (RoEs). CRM & Pipeline Hygiene: Maintain data accuracy, completeness, and standardization in Salesforce to ensure reliable forecasting and reporting. Conduct regular audits of pipeline data in collaboration with regional RevOps leads and Sales/Marketing teams. Sales forecasting Operations: Own day-to-day operations and hygiene in sales forecasting tool (forecasting & pipeline management platform). Ad-hoc Analysis: Drive on-demand analysis, data pulls, and insights generation for RevOps and GTM stakeholders. Partner with senior analysts to support deeper analytics and dashboard builds. Required Skills & Experience ~2–4 years of professional experience, preferably in Revenue Operations, Sales Operations, or an analytics-oriented role in a SaaS/product company. ~ Strong proficiency in data analysis with advanced knowledge of Excel/Google Sheets (pivot tables, complex formulas, data visualization). ~ Hands-on experience with Salesforce CRM; familiarity with data quality frameworks. ~ Ability to synthesize data into clear, actionable insights and communicate effectively with cross-functional stakeholders. ~ Experience with BoostUp or similar forecasting/pipeline management tools. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.

  • Pensions Analyst

    2 days ago

    Bangalore, India Whatfix Full time

    Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user. Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating...

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