- Work Mode: WFO
- Shift: US Shift (5.30 PM Onwards)
- Work Location: Noida
Job Description :
We are seeking a dynamic and analytical professional to support Sales Operations and FP&A functions within the Insurance Business Unit. This role will drive strategic initiatives, pipeline tracking, executive reporting, and business performance analysis, enabling data-driven decision-making and growth acceleration.
Responsibilities:
Sales Operations:
- Own end-to-end pipeline tracking, reporting, and dashboarding (SFDC).
- Collaborate with Sales head, Sales team, AM/CE, and Growth Office to ensure pipeline accuracy and deal prioritization.
- Drive monthly/quarterly sales reviews, growth calls, and executive engagement tracking.
- Educate sales teams on best practices and process adherence.
- Monitor OKRs, wins, and strategic initiatives progress.
FP&A & Strategic Insights:
- Support budgeting, forecasting, and target setting aligned with BU goals.
- Deliver monthly/quarterly business review presentations to senior leadership.
- Provide proactive business health alerts and strategic recommendations.
- Align solution pipeline with BU strategy and track development, GTM, and implementation metrics.
Strategy Formation & Initiatives:
- Partner with Sales head to define and refine strategy and growth priorities.
- Drive strategic planning cycles and translate business goals into actionable initiatives.
- Create frameworks to monitor progress of strategic programs and transformation efforts.
- Develop dashboards and reports to illuminate progress on key business initiatives
- Facilitate cross-functional collaboration to ensure strategic alignment and execution.
- Support strategic account planning by providing data-driven insights and growth opportunities.
- Partner with Sales team to develop account strategies aligned with BU goals.
- Track progress of named accounts and large deals to ensure strategic alignment.
- Facilitate prioritization of accounts based on revenue potential, strategic importance, and engagement level.
- Contribute to long-term planning and market research to identify whitespace and expansion opportunities.
Cross-functional Collaboration:
- Coordinate with multiple teams to ensure data accuracy and timely execution.
- Drive weekly sales meetings and closure of action items.
- Support Customer Satisfaction Survey analysis and reporting.
Qualifications:
- MBA or equivalent degree in Finance, Strategy, or Business Analytics
- 8+ years of experience in Sales Operations, FP&A, or Strategic Planning roles
- Proven experience in managing executive-level reporting and business reviews
- Hands-on experience with Salesforce, Tableau, or other BI tools
- Exposure to Insurance or Financial Services domain
- Strong understanding of OKRs, budgeting cycles, and strategic planning frameworks
- Experience in managing cross-functional projects and stakeholder alignment
