Job Description Template

Job Title - Consultant – Process Excellence

Management Level: 09 - Consultant

Location: Delhi, Gurgaon, Mumbai, Bangalore, Chennai, Pune, Hyderabad

Must-Have Skills
- Strong understanding of B2B Sales processes and end-to-end Sales process steps, including Lead Management, Lead Qualification, Opportunity Management, Pipeline Management, Forecasting, Account Management, CPQ, Deal Management, Contract Management, Order Management, and Sales Operations.
- Experience in process excellence, process redesign, process optimization, benchmarking, and data analysis.
- Ability to analyze current-state processes, identify improvement opportunities, and support the design of future-state Sales processes and operating models.
- Working knowledge of AI, GenAI, automation, and AI-assisted analytics and their application to business and Sales process transformation.
- Ability to conduct research, analyze industry trends, and translate findings into actionable insights and recommendations.




- Robust analytical and problem-solving skills with the ability to work independently and progressively take ownership of assigned deliverables.

Good-to-Have Skills
- Experience with process mapping, process modeling, and visualization tools, including Microsoft Visio or equivalent applications.
- Exposure to Sales platforms and applications, CRM (Salesforce, Microsoft Dynamics), CPQ (Salesforce, Conga, SAP), CLM (Icertis Conga), Sales Planning (Anaplan, Xactly), Forecasting (Clari, Aviso), Incentive Compensation (Varicent, SAP Callidus), Order Management (Salesforce, SAP), and Revenue Management (Salesforce, SAP) platforms.
- Familiarity with AX Design and the application of AI-agent concepts within business processes.
- Experience supporting Business Development (BD), proposal development, RFP/RFI responses, solutioning, and client presentations.
- Client-facing consulting, workshop facilitation, and stakeholder management experience.
- Exposure to change-impact ass

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