Role & responsibilities

Job Purpose

- A challenging position to ensure accuracy, completeness, and process compliance across CRM, pipeline, and revenue-linked datasets.
- The role is critical to maintaining the integrity of data used for forecasting, revenue recognition, and margin governance.

Key Responsibilities:

- Act as a liaison/partner between the Sales, Finance and Delivery team to establish & develop Business KPIs & reporting to drive business insights
- Remain knowledgeable of key processes, business initiatives, and internal resources
- Own governance of CRM data across leads, opportunities, accounts, and pipeline stages.
- Define and enforce data standards, field definitions, and entry protocols aligned with business processes.
- Perform regular audits to identify missing fields, invalid project codes, duplicate entries, or inconsistencies.
- Work with Sales and Delivery teams to ensure data on CRM values are correctly maintained.
- Ensure proper mapping between Salesforce and downstream systems (MIS, finance, or project management tools).
- Track and analyse key metrics pipeline growth,



quota attainment
- Address the queries from sales team members
- Collect, consolidate, and generate weekly sales forecasts
- Compile key pieces of information related to performance against sales objectives to be reviewed
- Maintaining Monthly Order Book for all win deals to analyze standard Margin closure are done

Qualifications & Experience:

- Bachelor’s degree in Business Administration, Finance, or Information Systems.
- 2-3 years of experience in Sales Operations / Data Governance / CRM Management, preferably in an IT Services or BPO setup.
- Strong understanding of CRM systems (preferably Salesforce or MS Dynamics) and sales process lifecycle.
- Exposure to pipeline management, forecasting, and revenue governance frameworks.
- Proficiency in Excel, Power BI, or other analytical/reporting tools.
- Robust coordination and stakeholder management skills.
- Meticulous attention to detail, data discipline, and process orientation.

📌 Sales opertaions (Mumbai)
🏢 Datamatics
📍 Mumbai