MIS - Sales Force

Talent Linked Consultancy; Mumbai; On-site; INR 600,000 - 850,000; Full time

Job summary

Talent Linked Consultancy in Mumbai is seeking a Salesforce data analyst to manage and analyze sales data, ensuring timely and accurate reporting.

The role collaborates with sales, marketing, and IT to streamline CRM usage, generate dashboards, and track KPIs, with 4–5 years of experience and a Bachelor’s degree.

Qualifications

• Bachelors degree in any stream.
• 45 years of relevant data analytics or Salesforce reporting experience.

Responsibilities

• Maintain and update Salesforce CRM records with accuracy.
• Generate daily, weekly, and monthly sales reports and dashboards.
• Monitor KPIs and track progress against targets.
• Analyze trends and provide forecasting insights.
• Collaborate with sales, marketing, and IT to streamline reporting.
• Ensure data confidentiality and policy compliance.

Skills

Salesforce CRM

Excel

Data visualization

Analytical mindset

Attention to detail

Communication skills

Time management

Collaboration

Business acumen

Adaptability

Education

Bachelor\u2019s degree

Tools

Power BI

MS Excel

Job description

Gender: Female / Male

Years ofexperience required: 4 to 5 years

Role Summary:

TheMIS role for the Salesforce division is responsible for managingand analysing sales data to support strategic decision-making and improveoperational efficiency. This role acts as a bridge between the sales team andmanagement, ensuring timely and accurate reporting.

DetailedResponsibilities:

• DataManagement: Maintain and update Salesforce CRM records,ensuring data accuracy and consistency.
• Reporting& Analysis: Generate daily, weekly, and monthly salesreports, dashboards, and performance metrics.
• PerformanceTracking: Monitor sales team KPIs and track progressagainst targets.
• Insights& Forecasting: Analyse trends and provide actionableinsights to improve sales strategies and forecasting.
• Coordination: Collaborate with sales, marketing, and IT teams to streamlinereporting processes and CRM usage.
• Compliance& Accuracy: Ensure adherence to company policies and dataconfidentiality standards.

Qualification (Minimum): Bachelor’s degree in any stream

Skills:

• Proficiency in Salesforce CRM
• Strong Excel and data visualizationskills
• Attention to detail and analyticalmindset
• Ability to communicate insightsclearly to both technical and non-technical stakeholders.

• Analytical Thinking: Ability to interpretcomplex data, identify trends, and draw meaningful conclusions to supportdecision-making.
• Attention to Detail: High level ofaccuracy in managing, compiling, and reporting data.
• Technical Proficiency: Strong commandover Salesforce CRM and MS Excel (including pivot tables, VLOOKUP, formulas,charts). Familiarity with BI tools like Power BI.
• Communication Skills: Ability topresent data and insights clearly to sales leadership and non-technicalstakeholders. Good written and verbal communication skills.
• Problem-Solving: Proactive inidentifying data inconsistencies or gaps and resolving issues independently.
• Time Management: Ability to prioritizetasks and deliver reports within tight deadlines.
• Collaboration: Willingness to workclosely with sales, marketing, and IT teams for data collection, processimprovements, and system integration.
• Business Acumen: Understandingofsales processes, KPIs, and how data influences business performance andstrategy.
• Data Integrity & Confidentiality: Commitment to maintaining the accuracy, security, and confidentiality ofsensitive business data.
• Adaptability: Comfortable withevolving tools, systems, and processes in a dynamic business environment.