Primary Responsibilities

Salesforce Operations & CRM Management

* Maintain Salesforce data integrity and overall CRM hygiene
* Monitor chance 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 im

📌 AM/Senior Consultant (Hyderabad)
🏢 The Hackett Group
📍 Hyderabad