CRM Data Analyst (Growth / Revenue / Sales) || Mumbai (Goregaon) || CTC up to 18 LPA

CRM – Data Analyst (Growth / Revenue / Sales) || Mumbai (Goregaon) || CTC up to 18 LPA

Hiring for a growing global accounting and professional services organization with a strong presence across the United States and India.

Position Summary

We are seeking a detail-oriented CRM – Data Analyst (Growth / Revenue / Sales) to support CRM data quality, sales pipeline management, and revenue reporting. The role involves auditing, cleaning, validating, and maintaining CRM data to ensure accurate pipeline reporting, forecasting, and KPI tracking. The ideal candidate should have hands-on experience with CRM platforms, data management, data cleansing, and reporting, with a strong understanding of sales pipeline processes.

Key Responsibilities

• Conduct regular audits of CRM and sales pipeline data to identify duplicate, incomplete, outdated, inaccurate, or inconsistent records.
• Perform daily, weekly, and monthly CRM data cleansing and maintenance activities.
• Validate opportunity records, including mandatory fields, sales stages, ownership, closing dates, and other key data points.
• Correct data discrepancies within CRM systems and coordinate with stakeholders to obtain missing information.
• Monitor aging, stalled, dormant, and duplicate opportunities and ensure timely updates.
• Support accurate sales pipeline reporting, revenue forecasting, and KPI tracking.
• Prepare CRM data quality reports, dashboards, scorecards, and exception reports for management.
• Analyze recurring data quality issues and recommend process improvements.
• Maintain CRM data quality SOPs, documentation, and data management standards.
• Support the creation and maintenance of CRM reports, dashboards, and data monitoring tools.
• Collaborate with sales, business development, growth, and leadership teams to ensure consistent CRM data practices.

Requirements

• Bachelor's degree in Business Administration, Data Management, Analytics, or a related field.
• Minimum 2+ years of experience in CRM data management, data cleansing, data validation, or data quality assurance.
• Hands-on experience with CRM platforms such as Salesforce, NetSuite CRM, HubSpot, or Microsoft Dynamics.
• Strong understanding of sales pipeline management, opportunity tracking, revenue reporting, and forecasting.
• Advanced Excel skills, including Pivot Tables, Lookup functions, data filtering, and working with large datasets.
• Experience in MIS reporting, KPI tracking, dashboards, and data analysis.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Excellent communication and stakeholder management skills, with the ability to follow up on data discrepancies.
• Experience with Power BI, Tableau, SQL, or other reporting tools will be an added advantage.
• Exposure to professional services, consulting, accounting, or business development environments is preferred.
• Flexibility to work with US teams, including regular overlap with US business hours.

nterested candidates can share their updated CV at [Confidential Information].

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