- Build and maintain dashboards (Power BI) to track pipeline, forecast, and revenue performance
- Analyze data (Excel, SQL, Python) to identify trends, risks, and opportunities
- Support sales planning (quota, territories, headcount)
- Own pipeline hygiene, forecasting cadence, and reporting accuracy
- Manage end-to-end lead lifecycle in Microsoft Dynamics (routing, tracking, conversion)
- Optimize lead workflows, SLAs, and funnel performance (MQL → SQL → Opportunity)
- Drive CRM process improvements across Dynamics and Salesforce
Requirements
- 3+ years in Sales Ops / Lead Flow Management / Analytics
- Solid experience with Microsoft Dynamics and Salesforce (lead management,
workflows, reporting)
- Advanced Excel, SQL; working knowledge of Python
- Experience with Power BI (data modeling, dashboards)
- Strong stakeholder management and problem-solving skills