Experience

4–7 years of relevant experience

Qualification

Bachelor’s degree; MBA / PGDM preferred

Role type

Hands-on, cross-functional role

Role Purpose

Strengthen business performance through data analysis, management dashboards, process improvements and execution of strategic initiatives. Translate sales and operational data into actionable insights, support CEO-level functional reviews, coordinate cross-functional projects and assist in the commercial evaluation of customer quotations.

Role and Responsibilities

- Sales performance analysis & forecasting

- Analyse monthly, quarterly and annual sales and billing performance against targets and forecasts; identify trends, variances, drivers and corrective actions.
- Support opportunity and pipeline target setting using conversion trends, deal sizes, sales cycles and required pipeline coverage.
- Develop rolling monthly and quarterly billing forecasts with Sales and Finance; validate assumptions, closure dates and billing dependencies, and flag slippage risks.
- Track pipeline health, opportunity ageing and conversion across regions, segments, products and sales owners.

2. Cross-functional operational analysis
- Analyse cross-functional data to identify performance gaps, bottlenecks and improvement opportunities; examples include Technical Support workload, ticket ageing and resolution timelines, or Implementation milestones and delays.
- Evaluate plan versus actual performance, resource utilisation and recurring issues; highlight root causes, dependencies and corrective actions.

3. Management dashboards & functional reviews
- Independently build and maintain dashboards and review packs for weekly and monthly functional reviews with senior management, including the CEO.
- Present performance against targets, key trends, root causes, risks, recommended actions and decisions required.
- Standardise KPI definitions, validate source data and automate recurring reporting wherever practical.
- Track review actions with clear owners and timelines, and follow through to closure.





4. Strategic project execution
- Translate strategic initiatives into project plans with clear objectives, success measures, milestones, timelines and stakeholder responsibilities.
- Coordinate cross-functional execution, track dependencies and risks, and escalate blockers with proposed solutions.
- Drive implementation, adoption and formal closure; assess outcomes against objectives and hand over ongoing responsibilities to designated owners.

5. Process improvement & stakeholder management
- Identify inefficiencies, control gaps, rework and avoidable delays through data and process analysis; recommend practical improvements.
- Implement revised workflows, reporting standards and standard operating procedures with functional teams; measure improvements against agreed baselines.
- Manage stakeholder expectations, secure timely inputs and follow through on commitments across teams without direct reporting authority.

6. Product quotation support & commercial review
- Support Sales in preparing and vetting quotations for completeness, accuracy and compliance with approved pricing and commercial guidelines.
- Validate product configuration, quantities, licence terms and applicable services, support, hardware and third-party components with relevant technical owners.
- Validate cross-functional cost inputs and assess gross margin, discount impact and profitability using Finance-approved assumptions.
- Check payment terms, quotation validity and commercial dependencies; flag omissions, deviations and margin risks for approval before release.
- Maintain quotation checklists,



supporting calculations and approval records for due diligence and traceability.

Working Relationships & Accountability Work closely with Sales, Finance, Pre-Sales and operational teams to deliver agreed analysis, coordination and execution outcomes. Technical validation and final pricing or commercial approvals remain with authorised functional owners.

Qualification & Experience

Proposed: 4–7 years in business operations, business analytics, sales operations, business finance or strategic project execution. Bachelor’s degree in Engineering, Commerce, Economics, Statistics, Mathematics or a related discipline; MBA / PGDM preferred, not mandatory.

Skills Required

Mandatory

- Advanced Excel: Hands-on proficiency in Power Query, PivotTables, lookup and aggregation formulas, data reconciliation and analytical models.
- Dashboard development: Proven ability to independently build and maintain Power BI, Tableau or equivalent dashboards, from raw data to validated management output.
- Business analysis: Ability to analyse sales and operational data, define KPIs, investigate variances and recommend actions.
- Commercial understanding: Working knowledge of billing forecasts, costs, pricing, discounts, gross margins and quotation economics.
- Executive communication: Clear management presentations, written insights and decision-oriented review packs.
- Execution capability: Experience delivering cross-functional projects or process improvements from planning through closure.

Positive To Have

- Experience in B2B technology, enterprise software, cybersecurity or IT services.
- SQL, reporting automation and familiarity with CRM or ERP data.
- Exposure to software licensing, channel commercials, business planning or project governance.

Soft Skills Required

Analytical rigour and attention to detail; proactive ownership; clear communication; stakeholder influence and constructive challenge; collaboration, adaptability and prioritisation; sound judgement and confidentiality.

📌 Data Analyst (Pune)
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