MIS - Sales Force
MIS - Sales Force
Posted on :
03-06-2025
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1 Vacancy
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Job Description
Role: Senior Executive / Assistant Manager - MIS
Location: Kalaghoda Mumbai
Gender: Female / Male
Years of experience required: 4 to 5 years
Role Summary:
The MIS role for the Salesforce division is responsible for managing and analysing sales data to support strategic decision-making and improve operational efficiency. This role acts as a bridge between the sales team and management ensuring timely and accurate reporting.
Detailed Responsibilities:
Data Management: Maintain and update Salesforce CRM records ensuring data accuracy and consistency.
Reporting & Analysis: Generate daily weekly and monthly sales reports dashboards and performance metrics.
Performance Tracking: Monitor sales team KPIs and track progress against targets.
Insights & Forecasting: Analyse trends and provide actionable insights to improve sales strategies and forecasting.
Coordination: Collaborate with sales marketing and IT teams to streamline reporting processes and CRM usage.
Compliance & Accuracy: Ensure adherence to company policies and data confidentiality standards.
Reporting & Analysis: Generate daily weekly and monthly sales reports dashboards and performance metrics.
Performance Tracking: Monitor sales team KPIs and track progress against targets.
Insights & Forecasting: Analyse trends and provide actionable insights to improve sales strategies and forecasting.
Coordination: Collaborate with sales marketing and IT teams to streamline reporting processes and CRM usage.
Compliance & Accuracy: Ensure adherence to company policies and data confidentiality standards.
Qualification (Minimum): Bachelor s degree in any stream
Skills:
Proficiency in Salesforce CRM
Strong Excel and data visualization skills
Attention to detail and analytical mindset
Ability to communicate insights clearly to both technical and non-technical stakeholders.
Strong Excel and data visualization skills
Attention to detail and analytical mindset
Ability to communicate insights clearly to both technical and non-technical stakeholders.
Competencies Required:
Analytical Thinking: Ability to interpret complex data identify trends and draw meaningful conclusions to support decision-making.
Attention to Detail: High level of accuracy in managing compiling and reporting data.
Technical Proficiency: Strong command over Salesforce CRM and MS Excel (including pivot tables VLOOKUP formulas charts). Familiarity with BI tools like Power BI.
Communication Skills: Ability to present data and insights clearly to sales leadership and non-technical stakeholders. Good written and verbal communication skills.
Problem-Solving: Proactive in identifying data inconsistencies or gaps and resolving issues independently.
Time Management: Ability to prioritize tasks and deliver reports within tight deadlines.
Collaboration: Willingness to work closely with sales marketing and IT teams for data collection process improvements and system integration.
Business Acumen: Understanding of sales processes KPIs and how data influences business performance and strategy.
Data Integrity & Confidentiality: Commitment to maintaining the accuracy security and confidentiality of sensitive business data.
Adaptability: Comfortable with evolving tools systems and processes in a dynamic business environment.
Attention to Detail: High level of accuracy in managing compiling and reporting data.
Technical Proficiency: Strong command over Salesforce CRM and MS Excel (including pivot tables VLOOKUP formulas charts). Familiarity with BI tools like Power BI.
Communication Skills: Ability to present data and insights clearly to sales leadership and non-technical stakeholders. Good written and verbal communication skills.
Problem-Solving: Proactive in identifying data inconsistencies or gaps and resolving issues independently.
Time Management: Ability to prioritize tasks and deliver reports within tight deadlines.
Collaboration: Willingness to work closely with sales marketing and IT teams for data collection process improvements and system integration.
Business Acumen: Understanding of sales processes KPIs and how data influences business performance and strategy.
Data Integrity & Confidentiality: Commitment to maintaining the accuracy security and confidentiality of sensitive business data.
Adaptability: Comfortable with evolving tools systems and processes in a dynamic business environment.
Proficiency in Salesforce CRM Strong Excel and data visualization skills Attention to detail and analytical mindset Ability to communicate insights clearly to both technical and non-technical stakeholders.
Education
Any Graduation
Employment Type
Full Time
Key Skills
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