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
