Hospital - Data Analyst - Sales & CRM Analytics

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