Sales Enablement and Customer Success Manager

3 days ago

Delhi, Delhi, India International Sos Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilities

Salesforce CRM Management

  • Maintain and manage Salesforce CRM with up-to-date client and deal data.
  • Ensure clean data practices, correct tagging by business line (HealthTech / Security Risk), and accurate pipeline tracking.
  • Develop and share CRM dashboards and reports to support periodic sales reviews.

Sales Reporting (MIS) & Analytics

  • Prepare daily, weekly, and monthly MIS reports across business lines.
  • Analyze sales trends, conversion rates, and funnel metrics to derive insights.
  • Track KPIs such as lead-to-client ratios, onboarding progress, and renewal/upsell opportunities.

Client Onboarding Coordination

  • Support onboarding for clients across business lines.
  • Liaise with internal teams (product, operations, compliance) to ensure all steps and documentation are complete.
  • Track onboarding timelines and ensure seamless handovers to client servicing teams.

Sales Enablement & Presentation Support

  • Create, format, and maintain high-impact PowerPoint presentations for internal leadership reviews and client meetings in coordination with Marketing/Product teams
  • Assist in proposal writing, case study formatting, and document management.
  • Maintain sales content library with updated templates, pitch decks, and collateral.

Cross-Functional Collaboration

  • Work closely with Sales, Product, Marketing, and Operations teams to ensure sales teams are supported with relevant data and tools.
  • Act as the central coordinator for data and reporting across the Business Lines.

Additional Responsibilities

  • To work within and promote all International SOSs policies, procedures and corporate values.
  • To be aware of International SOS policies, practices and procedures and actively participate in the ongoing development and enhancement of these important areas of our business.
  • Undertaking project work or reasonable duties as requested by direct Manager
  • Maintain personal ongoing credentialing of all related skills, qualifications and knowledge needed to complete the defined role and comply with relevant authorities

Preferred candidate profile

Required Work Experience (Brief description of the job-related experience needed to perform the job)

  • 8-10 years of experience in similar role.
  • Excellent knowledge of MS Office Suite, Sales Force CRM (Must) and Power BI.

Required Qualifications and skills

  • Bachelors degree in a relevant field (e.g., Health Informatics, Life Sciences, Computer Science).
  • Experience in working with large, complex datasets
  • Proven hands-on experience with Salesforce CRM is a must.
  • Strong skills in Excel (VLOOKUP, PivotTables, charts etc) and PowerPoint.
  • Understanding of both Health-Tech industry is a strong advantage.
  • Excellent verbal and written communication skills.

Preferred Skills:

  • Experience with BI tools like Power BI, Tableau, or Google Data Studio.
  • Knowledge of compliance or regulatory workflows in healthcare or security.
  • Experience in B2B onboarding or enterprise customer lifecycle workflows.
  • Ability to manage multiple stakeholders and business lines simultaneously.

Required Languages (Brief description of the language skills needed to perform the job)

  • English and local language (usually Hindi).

Travel / Rotation Requirements (Brief description of any travel or rotation requirements)

  • Rotation and travel based on assignment.

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