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