Assistant Manager – Sales Analytics

Jobtailor; Dadri; On-site; INR 1,500,000 - 2,600,000; Full time

Job summary

Jobtailor is seeking a seasoned Sales Operations professional in Uttar Pradesh to own end-to-end pipeline tracking across the Insurance business unit. You will ensure data accuracy in Salesforce (SFDC) and build dashboards to enable leadership reviews.

You’ll synthesize large datasets into actionable insights, present findings to leadership, and drive cross-functional collaboration to improve pipeline hygiene and win rates. Prior experience in Insurance or Financial Services is a plus.

Qualifications

• 5–6 years in sales operations, growth operations, strategy, or BI.
• Experience in professional services, operations, or technology orgs.
• SFDC dashboard creation, pipeline management, and reporting.
• Analytical mindset and ability to synthesize large datasets into insights.
• Advanced Excel and PowerPoint skills.

Responsibilities

• Own end-to-end pipeline tracking across the Insurance unit.
• Ensure pipeline data accuracy and timeliness in SFDC.
• Create, maintain, and enhance SFDC dashboards.
• Flag pipeline risks and relevant opportunities to stakeholders.
• Publish insights and prioritization views for leadership.

Skills

Sales Operations

Sales Analytics

Pipeline Reporting

Relationship Management

Data Analysis

Education

Master's degree in Business

Master's degree in Economics

Master's degree in Statistics

Tools

Salesforce (SFDC)

Excel

PowerPoint

Job description

• Own end-to-end pipeline tracking across the Insurance business unit, including new logos, named accounts, large deals, and strategic accounts
• Ensure pipeline data accuracy and timeliness in Salesforce (SFDC)
• Create, maintain, and enhance SFDC dashboards
• Flag pipeline risks, stalled opportunities, and relevant opportunities to stakeholders
• Publish pipeline insights and deal-prioritization views for business-unit leads, Client Executives, and Growth Office leadership
• Track and report pipeline-related OKR targets with variance analysis and trend commentary
• Prepare and facilitate monthly and quarterly pipeline reviews, business reviews, and growth calls
• Own agendas, pre-reads, action trackers, and follow-through for leadership reviews
• Support bi-monthly leadership reviews and coordinate cross-functional inputs
• Track open actions to closure and proactively lift blockers
• Track Executive Engagement activities and report client relationship health and engagement cadence
• Create operating processes and rhythms for strategic initiatives and resolve bottlenecks
• Educate and guide sales teams on pipeline hygiene standards and SFDC best practices
• Support business case creation, editing, and upkeep for key deals and strategic pursuits
• Provide market research and synthesize competitive intelligence
• Support the annual Customer Satisfaction Survey by structuring data, identifying themes, and preparing executive-ready summaries
• Create and refine presentations for internal leadership audiences
• Extract, clean, and analyze sales pipeline data for reporting
• Coordinate with sales leadership on project timelines and deliverables
• Present findings to large groups and provide strategic recommendations
• Support sales change-management initiatives and act as backup for the immediate leader

Requirements

• 5-6 years of experience in sales operations, growth operations, strategy, business operations, Sales Analytics, or Business Intelligence
• Experience preferably within professional services, operations, or technology organizations
• Prior exposure to the Insurance or Financial Services domain is a strong advantage
• Hands-on experience with Salesforce (SFDC), including dashboard creation, pipeline management, and reporting
• Master's degree in Business, Economics, Statistics, or a related field
• Analytical mindset and ability to synthesize large datasets into decision-ready insights
• Advanced Excel and PowerPoint skills
• Strong communication and storytelling skills
• Ability to connect multiple workstreams, stakeholders, and discussions
• Strong relationship management and ability to influence without authority
• High ownership, proactivity, and follow-through
• Basic understanding of P&L, deal economics, and business case fundamentals

Core Competencies

Demonstrates expertise in Salesforce (SFDC) for pipeline management and reporting, with strong analytical skills to synthesize data into actionable insights. Proven ability to manage cross-functional collaboration and influence stakeholders effectively while maintaining high standards of pipeline hygiene.

Highest-signal resume keywords

• Salesforce (SFDC) Management
• Sales Analytics
• Pipeline Reporting
• Relationship Management
• Data Analysis

Hard Skills

• Sales Operations
• Business Intelligence
• Dashboard Creation
• Advanced Excel
• PowerPoint Skills
• Data Synthesis
• P&L Understanding
• Deal Economics
• Business Case Development
• Pipeline Hygiene Standards

Soft Skills

• Strong Communication
• Storytelling Skills
• Influencing Without Authority
• High Ownership
• Proactivity

Certifications & Qualifications

• Master's Degree in Business
• Master's Degree in Economics
• Master's Degree in Statistics

Industry Keywords

• Insurance
• Financial Services
• Professional Services
• Operations
• Technology Organizations