Presales Operations
3 days ago
Hiring for Presales Operations and BI Analyst position, please find the below JD:
Job title: Presales Operations & BI Analyst
EXP.: 2 to 5 Yrs.
Location: Hyderabad
Notice Period: Immediate / 15 Days
Role Overview
We are seeking a detail-oriented Presales Operations & BI Analyst to support our India Presales function with data management, reporting, and operational excellence. This role will work closely with the Head of Presales to streamline RFP/sales operations, elevate data visibility, and strengthen decision-making through high-quality dashboards, analytics, and documentation support.
Key Responsibilities
Business Intelligence & Reporting
- Maintain JIRA dashboards, reports, and workflows to track RFP/ sales lifecycle, presales pipeline, resource allocation, and productivity metrics.
- Develop Power BI or equivalent dashboards to provide insights on win/loss trends, proposal velocity, and presales performance KPIs.
- Ensure data accuracy, hygiene, and consistency across presales systems.
Presentation & Documentation Excellence
- Create, refine, and standardize PowerPoint decks for proposals, executive briefings, and RFP submissions.
- Support the team with high-quality templates, visualizations, and storyline structuring.
Administrative & Enablement Support
- Support presales governance meetings with updated data packs and insights.
- Assist in onboarding new presales team members into workflows, tools, and repositories.
Required Skills & Experience
- 2 - 5 years of experience in BI, sales operations, presales operations, or similar analytical support roles.
- Strong expertise in JIRA dashboards, filters, workflows, and administration.
- Proficiency in PowerPoint, Excel, and preferably Power BI/Tableau.
- Experience working in IT consulting, technology services, or a B2B enterprise environment.
- Excellent attention to detail, data discipline, and documentation skills.
- Ability to manage multiple tasks with urgency and precision.
Preferred Qualifications
- Familiarity with presales processes, proposal management.
- Exposure to CRM tools (Salesforce, HubSpot, or equivalent).
- Understanding of cloud, enterprise solutions, or software services (bonus, not mandatory).
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