Sales Operations and Reporting Manager

Primary Role: Sales Operations and Reporting:


Job description and responsibilities:

•         Responsible for all sales reporting requirements of the business

  •    Work closely with the CEO’s office to produce sales related insights and analysis
  •   Ensure all sales reporting requests from the Global Sales leaders are addressed and completed on time.

•         Responsible for ensuring all periodic sales reports are generated and distributed as per agreed schedule.

•         Create new reports, trend analysis and forecast dashboards for executive review.

•         Understanding of the forecasting and month close processes.

•         Standard Audit Reports for Compliance / Variance checks. Ensure sales operations is operating in alignment with Capgemini audit requirements.

•         Ensure that the process documents are maintained and updated regularly. Make sure that the team is following the documented process and procedures

•         Evolve the Sales Reporting and Operations team to a best in class organization.         

•         Co-ordinate with various stakeholders on operations activities and ensure CRM system is updated correctly at all times

•         Provide business insights into the reporting besides just data points – ensuring the information is action oriented

•         Experience in managing Pipeline and CRM activities in Salesforce. Co-ordinate the Sales leaders to address their operational needs

  •     Mentoring and coaching the team members on the operational and reporting functions



•         8+ years’ experience into sales reporting and operations process

•         Experience of working with CRM systems like

  •     Team management experience

•         Hands on experience in creating tables and dashboards in Power BI is desired

•         Excellent working knowledge of Microsoft Office toolset especially MS Excel, MS PowerPoint and knowledge of macros. Ability to perform complex analysis such forecasting and probability modelling

•         Strong verbal, presentation and written communications skills

•         Must be well versed with sales lifecycle stages and phases of a services industry

•         Understanding/Knowledge of Qlikview will be added advantage



Posted on:

December 17, 2019

Experience level:


Contract type:





Financial Services


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