- Build knowledge and understanding of Mercer s Investments business, service offerings and strategic priorities
- Interact virtually with a variety of onshore stakeholders to understand their specific requirements and deliver them accordingly
- Sales Reporting & Forecasting
- Create and deliver business and sales reports/excel based dashboards, including sales and revenue reporting, performance reporting and business forecasting as requested by business stakeholders/leadership from time to time, using Salesforce and other relevant data sources
- Support data requirements for ongoing tenders (RFIs/ RFPs/ PQQs/ ITTs etc.)
- Support adhoc reporting requirements, which may include building new customized reports for the business
- Liaising with internal Analytics team to create automated solutions/tools/dashboards for standard sales reports to introduce efficiency into the process
- Lead and enhance the tools used in the sales growth process to boost win rates Sales Operations/Pipeline Management:
- Ensure data in Salesforce is up to date in order to reflect an accurate pipeline




- Performing data updates and data maintenance for existing opportunities in the database
- Creation of live dashboards for the leadership team to have a view into the sales pipeline

What you need to have:

- Graduate in Finance/Commerce, Science, Technology/Engineering, Mathematics or Management would be preferred. Other degrees may also be considered.
- 2 -4 years of experience in a Sales reporting/Business intelligence/sales operations role
- Advanced level of MS Excel knowledge
- Know-how of sales operations/CRM tools such as Salesforce
- Know-how of BI/data visualization tools such as PowerBI, Tableau
- Robust analytical and problem solving skills; creativity and innovation
- Excellent stakeholder management, presentation and communication skills
- Exceptional customer service focus, along with good business acumen
- Ability to handle multiple tasks, with tight deadlines and work under pressure

📌 Specialist - Data Analytics & Insight (Mumbai)
🏢 Oliver Wyman
📍 Mumbai