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 current 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 valuable business acumen
Ability to handle multiple tasks, with tight deadlines and work under pressure

📌 Specialist Data Analytics & Insight Mumbai
🏢 Oliver Wyman
📍 Mumbai