{"id":2896469,"url":"https://alion.io/job/ey-next-frontier-crm-specialist","title":"Next Frontier CRM Specialist","company":{"id":2859,"name":"EY","domain":"ey.com","url":"https://alion.io/company/ey-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Enterprise Apps","role_family":"Enterprise Apps","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Kochi, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":15500,"max_usd":37000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":65},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Physical AI","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-10-20T02:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-11-14T05:17:46Z","board_verified":true,"closed_at":null,"days_open":25,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":25},"description":"At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.\nDiscipline GDS Enablement Services - Growth & Innovation\n\nRole title CRM Specialist - Supervising Associate\n\nPosition Summary:\nThe CRM Specialist (Supervising Associate) will own CRM opportunity tracking across Quantum/Physical AI/Other initiatives within EY’s Next Frontier workstream. The role will drive pipeline visibility, weekly reporting, conversion analysis and data accuracy to support strategic decisions and revenue growth.\nThe role requires strong working knowledge of EY CRM and sales processes, advanced Excel skills, and the ability to translate pipeline data into clear insights for leadership and workstream teams. Experience generating reports using AI tools is preferred; Power BI is not required.\nKey responsibilities\nManage CRM opportunity tracking across Quantum/Physical/Other AI initiatives.\nMaintain accurate pipeline data, opportunity status and ownership details.\nProduce weekly CRM pipeline reports for leadership and workstream teams.\nAnalyse conversion from opportunity creation to closed sales.\nIdentify pipeline trends, risks, gaps and follow-up actions.\nReconcile CRM data with workstream inputs and sales updates.\nSupport revenue visibility by tracking progression, ageing and close probability.\nPrepare clear summaries, dashboards or Excel views for decision-making.\nPartner with sales, operations and initiative leads to improve data quality.\nUse AI tools to speed up report generation and insight development.\nCRM Opportunity Tracking:\nTrack opportunities across Quantum and Physical AI workstreams.\nMaintain opportunity stage, value, probability and close date accuracy.\nFollow up with owners to resolve missing or outdated CRM data.\nMonitor pipeline movement, blockers and items needing leadership attention.\nSupport weekly review routines with clear CRM inputs and insights.\nMaintain a structured tracker for open, won, lost and stalled opportunities.\nEnsure CRM records reflect agreed sales and workstream updates.\nPipeline Reporting and Insights:\nGenerate weekly pipeline visibility reports using Excel and CRM exports.\nAnalyse opportunity conversion, ageing, win/loss movement and pipeline health.\nHighlight trends that may impact revenue, forecasting or prioritisation.\nProvide concise insights for Next Frontier leadership discussions.\nSummarise key changes, risks and recommended actions.\nSupport ad hoc reporting requests for Quantum and Physical AI initiatives.\nUse AI tools where helpful to draft summaries and improve reporting speed.\nCRM Process and Stakeholder Support:\nApply EY CRM and sales process knowledge to improve consistency.\nSupport initiative leads with CRM hygiene and reporting expectations.\nAlign reporting definitions across operations, sales and workstream teams.\nMaintain simple documentation for reporting steps and data definitions.\nIdentify process improvement opportunities in pipeline tracking.\nCoordinate with global stakeholders across time zones when required.\nKnowledge and Skills Requirements:\nStrong knowledge of EY CRM and sales processes.\nAdvanced Excel skills, including formulas, pivots and structured reporting.\nAbility to analyse sales pipeline data and explain clear business insights.\nStrong attention to detail and commitment to data accuracy.\nExperience preparing weekly reports for senior stakeholders.\nGood understanding of opportunity stages, pipeline health and sales conversion.\nAbility to identify trends, risks and follow-up actions from CRM data.\nComfortable working with AI tools to improve reporting and summaries.\nClear written and verbal communication skills.\nAbility to work independently while collaborating across global teams.\nStrong stakeholder management and follow-up discipline.\nPower BI experience is not required.\nEducation and Experience:\nBachelor’s or Master’s degree in Business, Commerce, Finance, Operations, Information Systems, Data Analytics or a related discipline.\n5-8+ years of relevant experience in CRM, sales operations, pipeline management, business operations or reporting.\nExperience working with CRM systems and sales process data.\nExperience producing recurring reports, dashboards or Excel-based insights.\nExperience supporting leadership reviews or revenue pipeline discussions.\nExposure to emerging technology, innovation or consulting environments is preferred.\nExperience using AI tools for reporting, summarisation or analysis is preferred.\nAbility to manage multiple stakeholders and recurring reporting deadlines.\nWillingness to work with global teams and support overlap with US hours when needed.\nEY | Building a better working world\nEY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.\nEnabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.\nWorking across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.","description_format":"text","description_chars":5400,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Audit & Assurance Firms","Financial Advisory, Valuation & Restructuring","Management Consulting","Tax Advisory & 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