Role: Consultant- Sales Operation

Experience: 5 to 8 years

Location: Remote

Technical Know How: strong experience in Revenue Forecasting & Pipeline Management, Advance Excel, experience in Sales reporting & Dashboard.

Role Summary: The Consultant Sales Operations role is responsible for managing revenue forecasting, pipeline tracking, sales performance reporting, and providing actionable insights to leadership to drive revenue growth and forecast accuracy.

Job Description:

- Manage revenue forecasting and support monthly, quarterly, and annual planning.
- Collaborate with Sales and Account Management teams on pipeline reviews, account growth opportunities, revenue planning, and forecasting.
- Track opportunities, pipeline movements, deal stages, and forecast changes.
- Validate pipeline data and identify risks to bookings and revenue.
- Develop executive dashboards and management reports for senior leadership reviews.
- Perform revenue trend analysis, variance analysis, and scenario modelling.
- Prepare recurring pipeline, bookings, and revenue forecasting reports.




- Highlight revenue risks and recommend corrective actions before month-end and quarter-end closure.
- Coordinate opportunity-to-order activities, including deal progression, approvals, and contract handoffs.
- Drive process automation and continuous improvement initiatives to enhance operational efficiency and forecast accuracy.
- Prepare ad hoc reports and analysis using Microsoft Excel.

Required Skills:

- Minimum 5 years of experience in Sales Operations or Revenue Operations.
- Strong experience in revenue forecasting and pipeline management.
- Advanced Microsoft Excel skills.
- Executive dashboard and management reporting experience.
- Revenue trend analysis, variance reporting, and scenario modelling.
- Prospect tracking and pipeline governance.
- Forecast validation and performance reporting.
- Strong analytical and problem-solving skills.
- Excellent stakeholder management and cross-functional collaboration.
- Strong written and verbal communication skills.
- High attention to detail and data accuracy.
- Experience with process improvement and reporting automation

📌 Sales Operations (India)
🏢 RIA ADVISORY
📍 India