Sales Operations Analyst

4 days ago

Bengaluru Gurugram Mumbai, India upGrad Enterprise Full time

Job Description: Sales Operations Analyst Power BI Specialist

Role Overview

We are seeking a detail-oriented and analytical Sales Operations Analyst with strong Power BI expertise to support our sales, marketing, and leadership teams in driving data-informed decisions. The ideal candidate has experience leveraging data to drive strategic decisions and excels at transforming complex information into actionable insights that improve revenue performance, forecasting accuracy, and operational efficiency."

Key Responsibilities

1. Sales Operations

  • Manage the end-to-end sales operations workflow, including lead management, pipeline monitoring, and performance reporting.
  • Collaborate with the sales team to optimize processes, improve CRM hygiene, and maintain high-quality data.
  • Support sales forecasting, quota planning, and territory management.
  • Identify bottlenecks in the sales funnel and recommend solutions to improve operational efficiency.

2. Power BI & Analytics

  • Develop, maintain, and enhance Power BI dashboards and reports to provide real-time visibility into sales performance and business metrics.
  • Model, clean, and transform data from multiple sources such as CRM systems, marketing platforms, and delivery trackers
  • Automate recurring reports and standardize analytics processes for scalability.
  • Analyse trends and generate insights that guide strategic decision-making
  • Ensure data accuracy, integrity, and compliance with internal data governance standards.

3. Cross-Functional Collaboration

  • Partner with marketing, product, finance, and delivery teams to align business strategies with data insights.
  • Present dashboards, insights, and recommendations to leadership in clear and compelling formats.
  • Assist in designing sales incentive programs and performance frameworks.

Qualifications

  • Bachelor's degree in Business, Data Analytics, Engineering, or a related field.
  • 2–5 years of experience in Sales Operations, Business Analytics, or similar roles
  • Advanced proficiency in Power BI, including DAX, Power Query, data modeling, and dashboard design.
  • Experience with CRM tools (Zoho) and sales automation platforms.
  • Strong analytical, problem-solving, and storytelling skills.
  • Ability to manage multiple priorities and work cross-functionally in a fast-paced environment.

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