Sales Operations Analyst

Key Roles & Responsibilities :

• CRM & Salesforce Management: Maintain accurate Salesforce records for leads, contacts, accounts, opportunities and sales activities, ensuring data quality and timely updates
• Sales Pipeline Management: Track opportunity stages, deal values, expected closure dates, follow-ups and next actions to maintain clear pipeline visibility.
• Sales Reporting & Dashboards: Prepare daily, weekly and monthly reports covering leads, outreach, meetings, demos, proposals, pipeline movement, revenue and closures.
• Lead & MQL Management: Coordinate lead qualification and assignment, monitor lead status and conversions, and ensure timely follow-ups.
• Sales Activity Tracking: Monitor calls, emails, LinkedIn outreach, meetings and customer interactions, ensuring CRM updates and follow-up actions are completed on time.
• Meeting & Sales Coordination: Schedule internal and customer meetings, prepare agendas, circulate Minutes of Meetings (MoM), and track action items and next steps.
• Proposal, POC & Commercial Coordination: Track proposals, quotations, demos, POCs, pricing approvals and customer feedback in coordination with Sales, Pre-Sales and Product teams.
• Revenue & Forecast Tracking: Monitor pipeline value, expected revenue, closures, pending billing and forecast changes to support management decisions.
• Contract & Renewal Management: Track NDAs, MSAs, SOWs, POs, renewals and expiry dates, ensuring timely followups and approvals.
• Cross-functional Coordination: Work with Sales, BDR, Pre-Sales, Product, Finance, Legal, Customer Success and Leadership to ensure smooth sales operations.
• Process Improvement: Standardize CRM workflows, reporting formats and sales trackers to improve data accuracy, efficiency and pipeline visibility.

Skills:

• Salesforce / CRM
• Sales Pipeline Management
• Microsoft Excel & Reporting
• Dashboard Preparation
• Lead & MQL Management
• Data Analysis
• Sales Forecasting
• Proposal & POC Coordination
• Meeting Management & MoM
• Contract & Renewal Tracking
• Stakeholder Coordination
• Communication & Follow-up
• Process Improvement

Key Performance Indicators (KPIs)

• CRM data accuracy and timely updates
• Pipeline visibility and forecast accuracy
• Lead-to-opportunity conversion
• Timely reporting and follow-ups
• Proposal, POC and renewal tracking
• Revenue visibility and action-item closure