Description

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

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