Consultant – Sales Reporting and Operations

Role:  Sales Reporting and Operations Consultant 


Reports to: Senior Manager/Manager – WinCenter


Duties and Responsibilities

  • Adhere to periodic reporting needs and monitor in-time delivery of all reports
  • Create new reports, trend analysis and forecast dashboards for executive review
  • Identify reporting needs and send alerts proactively and implement efficiencies in the system
  • Regular enhancements and maintenance of automated programs and applications created for reporting purposes
  • Manage all operational activities including but not limited to raising purchase orders, financial invoicing, timesheet management, reconciliation of information across multiple system, responding to request and queries, etc.
  • Maintain accurate documents and trackers for various operations activity
  • Manage various activities like data collection, consolidation, and presentation
  • Track and follow-up various initiatives run by team
  • Interacting with sales community when required
  • Present performance reports on calls and meetings

Required Skills:

  • Strong verbal, presentation, and written communications skills
  • Good interpersonal, problem solving, reasoning and analytical skills
  • Ability to work proactively, multitask, prioritize, and meet deadlines
  • Excellent working knowledge of Microsoft Office toolset especially MS Excel, MS PowerPoint, and knowledge of macros
  • Must have knowledge of Forecasting, Budgeting and Variance analysis
  • Must have experience in sales trend analysis and forecasting methods
  • Previous experience in working with CRM package like and Power BI tool covering reporting and automation experience



  • A go-getter with a vibrant personality and exceptional communication skills.
  • Demonstrate mature judgment and discretion in handling of confidential information
  • The individual must be technology savvy and be abreast with emerging Digital technologies across the industry.


Academic & Professional:

  • MBA/Bachelor’s Degree
  • Ideal Profile should have between 5 to 7 Years of IT Industry Experience
  • Must have strong exposure to client interaction across US, UK and other geographies



Posted on:

December 29, 2021

Experience level:


Contract type: