Primary Responsibilities

Salesforce Operations & CRM Management

- Maintain Salesforce data integrity and overall CRM hygiene
- Monitor opportunity progression through pipeline stages
- Ensure opportunities are updated with accurate status, timelines, next steps, and forecast information
- Identify stale opportunities and proactively coordinate updates with sales teams
- Support pipeline reviews, forecast preparation, and sales reporting activities
- Create and maintain dashboards, reports, and performance tracking metrics
- Analyze CRM data quality and recommend process improvements
Document and standardize sales operations processes

Sales Intelligence & Research

- Conduct company, industry, and market research to support account planning
- Leverage company intellectual property, AI platforms, and internal knowledge assets to generate account insights
- Prepare briefing materials, account profiles, and sales meeting support documentation
- Monitor industry trends, competitive developments, and relevant market events
- Support account prioritization efforts and target account analysis
Identify whitespace opportunities and growth areas under sales leadership direction

Sales Support & Process Management

- Coordinate with onshore sales teams to understand upcoming meetings and pipeline priorities
- Support prospect list development and account segmentation initiatives
- Maintain alignment between sales activities, account research, and CRM records
- Facilitate internal communication and follow-up related to sales operations activities
- Assist in process improvement initiatives across the sales organization
Support onboarding and documentation of best practices

Reporting & Analytics

- Build and enhance Salesforce reports and dashboards
- Analyze pipeline trends, sales activity, and opportunity progression
- Provide actionable insights to sales leadership
- Track key sales metrics and identify areas requiring attention
Develop reporting frameworks that improve sales effectiveness and visibility

Collaboration & Coordination

- Align closely with onshore practice leaders, pre-sales teams, and alliance partners

Essential Skills

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To qualify for the role, candidate must have:

Essential Skills

- 3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Support, Consulting, Market Research, or related roles

- Hands-on experience with Salesforce CRM

- Strong data analysis and reporting capabilities

- Experience creating dashboards, reports, and performance metrics

- Strong research and analytical skills

- Proficiency in Microsoft Excel and PowerPoint

- Experience using AI tools to improve productivity, research, and analysis

- Excellent written and verbal communication skills

- Strong process orientation and organizational skills

- Exceptional attention to detail

- Ability to work effectively with U.S.-based stakeholders during EST hours

Preferred Qualifications

- Experience supporting consulting, technology, professional services, or enterprise sales organizations

- Understanding of B2B sales processes and pipeline management

- Experience with CRM platforms beyond Salesforce

- Exposure to account-based selling and target account planning

- Experience identifying market opportunities through data analysis and research

- Knowledge of sales forecasting and pipeline management best practices

Key Competencies

Must-Have

- Salesforce proficiency

- Research and analytical thinking

- Data-driven decision making

- Attention to detail

- Process discipline

- Communication and stakeholder management

- Reporting and dashboard development

Highly Desired

- Curiosity and continuous learning mindset

- Problem-solving ability

- Process improvement orientation

- Growth mindset and career ambition

- Ability to think creatively and challenge existing approaches

- Strong business acumen





Initiative and ownership mentality

Personal

- Should be approachable, should be flexible at work.

- Should understand business objectives and organization structure.

- The candidate must have strong work ethics, trustworthiness, and self-confidence.

- The candidate should work accurately with good attention to detail by maintaining confidentiality and integrity.

- Ability to work under pressure to achieve the multiple daily deadlines .

Preferred Skills

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- Bachelor’s degree in Business Administration, Marketing, IT, or a related field

- MBA or equivalent qualification is a plus a bility to work in a fast-paced environment with shifting priorities and tight deadlines.

- Experience in CRM- Salesforce application is a major plus.

- The ideal candidate for this job is smart, analytical, detail-oriented, and eager to grow. They enjoy working with data, conducting research, improving processes, and helping sales teams operate more effectively. They take ownership, communicate proactively, and continuously look for opportunities to improve quality, efficiency, and business outcomes.

Personal

- The candidate must have strong work ethics and trustworthiness.

- The candidate must have leadership capabilities and create a working environment where the team wants to work for the leader.

- The candidate should work accurately with attention to detail by maintaining confidentiality and integrity.

- Must be highly team-oriented and team oriented with commitment to excellence.

- Ability to work under pressure to achieve the multiple daily deadlines for client deliverables

Other Relevant Information

Associate is expected to be working from Office as per WFO policy.

Career Growth Opportunity

This role offers significant exposure to sales leadership, practice leadership, strategic account planning, and business development initiatives. High-performing individuals will have opportunities to expand into broader Sales Operations, Revenue Operations, Business Development, Account Strategy, or Sales Enablement roles over time.

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