Executive - Business Operations

Keka Technologies Private Limited; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Keka Technologies Private Limited is seeking a results-driven professional to join the Sales Planning, Forecasting and Operations team in Mumbai. The role focuses on creating dashboards, coordinating sales planning, and ensuring data quality across SAP ERP and CRM systems.

You will drive forecasting, reporting, and performance reviews, while collaborating with Sales, Commercial, Finance and IT to optimize operations and enable data-driven decisions.

Qualifications

• Bachelor's degree in Business Administration, Commerce, Engineering, Economics or related field.
• MBA preferred.
• 2–5 years of experience in Business Operations, Sales Operations, Business Analysis, Sales Planning, or a similar analytical role.
• Strong Microsoft Excel and Power BI skills.
• Experience with SAP ERP and data quality initiatives.

Responsibilities

• Coordinate with Sales, Support and Commercial teams for planning.
• Prepare weekly/monthly dispatch plans and consolidate data.
• Publish periodic reports and dashboards.
• Support forecasting exercises and monitor sales targets.
• Track partner performance and coordinate incentives.
• Prepare management presentations and reviews for Sales Leadership.
• Identify opportunities to automate reporting processes.
• Maintain SAP ERP master data and assist CRM data quality initiatives.

Skills

Advanced Excel

Power BI

SAP ERP

Forecasting

Education

Bachelor's degree

MBA preferred

Tools

SAP ERP

Job description

Sales Planning, Dashboard Creation & Business Operations

• Coordinate with the Sales Team, Sales Support team and Commercial team for sales planning and operational activities.
• Prepare weekly and monthly Truck Order dispatch plans and participate in sales planning meetings to consolidate planning data for management review.
• Prepare, maintain, and publish periodic business reports and dashboards.
• Support monthly, quarterly and annual sales forecasting exercises.
• Monitor sales targets and maintain target tracking reports.
• Track Partner business and key accounts performance, and coordinate incentive-related activities.
• Prepare management presentations, business review reports and performance summaries for Sales Leadership.
• Identify opportunities to improve reporting processes through automation and digital tools.

Forecasting & Commercial Support

• Support Order Intake (OI) planning and forecasting activities.
• Consolidate forecast data from regional sales teams.
• Support pricing, margin tracking, and sales performance analysis.

SAP, CRM & Data Quality Support

• Maintain and update business data within SAP ERP and assist in Sales Territory Mapping activities.
• Coordinate with Central IT for master data updates and system-related issues.
• Support CRM data quality initiatives and ensure timely updates of sales information.

Operational Support & Compliance

• Support ISO, internal audits, and compliance-related documentation.
• Maintain process documentation, Standard Operating Procedures (SOPs), trackers, and business records.
• Coordinate with Sales, Commercial, Finance, HR, IT, and other internal stakeholders for smooth business operations.

Required Skills & Qualifications

Education

• Bachelor's degree in Business Administration, Commerce, Engineering, Economics, or a related discipline. (Post Graduation/MBA preferred)

Experience

• 2–5 years of experience in Business Operations, Sales Operations, Business Analysis, Sales Planning, or a similar analytical role.

Technical Skills

• Advanced Microsoft Excel (Pivot Tables, Power Query, Power Pivot, Dashboards)
• Microsoft Power BI
• SAP ERP
• Strong understanding of reporting, forecasting, and business planning processes