Overall Purpose of The Job

We are seeking a agile and detail-oriented Sales Support & CRM Analyst to provide support to India Consulting Practice. This role combines CRM (Salesforce) administration, sales reporting (MIS), client onboarding coordination, analytics, and presentation development support to enable a high-performing sales organization. The ideal candidate brings a data-driven mindset, excellent coordination skills, and a deep understanding of how to support sales in complex solution selling domain.

Key Responsibilities

Salesforce CRM Management

• Maintain and manage Salesforce CRM with up-to-date clients and deal data.

• Ensure clean data practices, correct tagging by business line (HealthTech / Security Risk), and accurate pipeline tracking.

• Develop and share CRM dashboards and reports to support periodic sales reviews.

Sales Reporting (MIS) & Analytics

• Prepare daily, weekly, and monthly MIS reports across business lines.

• Analyze sales trends, conversion rates, and funnel metrics to derive insights.

• Track KPIs such as lead-to-client ratios,



onboarding progress, and renewal/upsell opportunities.

Client Onboarding Coordination

• Support onboarding for clients across the India Practice team

• Liaise with internal teams (finance, product, operations, compliance) to ensure all steps and documentation are complete.

• Track onboarding timelines and ensure seamless handovers to client servicing teams.

Sales Enablement & Presentation Support

• Create, format, and maintain high-impact PowerPoint presentations for internal leadership reviews and client meetings in coordination with Marketing/Product teams

• Assist in proposal writing, case study formatting, and document management.

• Maintain sales content library with updated templates, pitch decks, and collateral.

Cross-Functional Collaboration

• Work closely with India and Cross Border teams

• Collaborate with other functions such as Product, Marketing, and Operations teams to ens

📌 Sales Coordinator, Consulting, India Practice (New Delhi)
🏢 International Sos
📍 New Delhi