Role and Responsibilities:
Sales Intelligence & Business Analytics
Design, develop and maintain business dashboards covering MQL funnel, lead journey, TAT, campaign analysis, industry funnel, employee size funnel, stale leads and proposal tracking.
Analyse sales and CRM data to identify bottlenecks, conversion gaps and improvement prospects across the lead lifecycle.
Create daily, weekly and monthly reports that provide sales leadership with explicit visibility on performance and governance metrics.
CRM Governance & Transformation
Own CRM process improvement initiatives including requirement gathering, workflow design, field mapping, automation logic, testing and deployment support.
Maintain CRM hygiene through data checks, validation rules, clean-ups and alignment across Leads, Deals, Accounts and reporting modules.
Coordinate with technology partners and internal teams to raise, track and close CRM enhancement requests.
Lead Management & Funnel Optimisation
Design and improve lead assignment rules, lead prioritisation, qualification workflows,



follow-up processes and lifecycle tracking.
Monitor turnaround time across lead stages and enable teams to reduce delays through alerts, dashboards and process nudges.
Support sales teams with better funnel visibility, lead intelligence and prioritised action points.
AI, Automation & Digital Productivity
Identify and implement AI-enabled use cases for sales research, lead qualification, follow-up nudges, knowledge management and reporting productivity.
Use Generative AI platforms such as Microsoft Copilot, Claude AI and ChatGPT to improve research speed, content creation, process documentation and decision support.
Partner with business teams to convert repetitive manual workflows into automated or semi-automated processes.
Market, Industry & Competitive Intelligence
Create industry insights, competitor intelligence, market research summaries and conversation starters to support

📌 Sr Analyst Sales Intelligence Mumbai (India)
🏢 Great Place To Work
📍 India