Sales Operations Analyst

Chart Industries, Inc.; Pune District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

CHART INDUSTRIES, INC. is seeking a CRM & BI Analyst in Pune to ensure data accuracy across CRM/Salesforce and D365, while driving monthly KPI reports and dashboards. You will train new joiners, manage customer master data, and coordinate order bookings with global teams.

The role requires 5–10 years of analytics and strong communication skills, within a collaborative, process-focused environment. You will work on creating visuals and reports (Power BI), supporting finance with invoicing, and

Qualifications

• Bachelor’s degree and 5–10 years of relevant work experience.
• Strong knowledge of word processing, spreadsheet, database and presentation software.
• Advanced problem-solving and analysis skills.
• Superior oral and written communication skills.
• High level of organization and detail orientation.
• Strong work ethic and initiative.
• Ability to work in a team and independently.
• Multitask and prioritize with excellent time management.

Responsibilities

• Review CRM/Salesforce accounts to ensure major decision-maker contacts are updated.
• Monitor & assign web inquiries to stakeholders; escalate delays as needed.
• Provide training on CRM/Salesforce & D365 (Projects).
• Monthly updating of Customer Master Data.
• Reconcile Order Booking with D365; coordinate changes with global team.
• Create new Customer entries in D365 and new order bookings.
• Prepare invoice proposals and coordinate with finance for invoicing.
• Monitor project/sales orders until completion or closure.
• Clarify queries about D365 with projects team, coordinating with global team.
• Reconcile monthly order bookings with BI & CRM data to ensure reports tally.
• Report KPI deployment monthly for the sales team; flag reminders as needed.
• Generate monthly OREC and Power BI reports; revalidate with finance.
• Analyze YOY business performance by segment/vertical/RSM; consolidate monthly forecast vs actuals.
• Convert data into visuals (charts, graphs, dashboards) with clear storytelling and professional design.
• Create high-quality PPTs for management reviews, client meetings, and internal discussions.

Skills

Communication skills

Analytical thinking

Organizational skills

Independent work

Teamwork

Education

Bachelor's degree in Business Administration / Analytics

Tools

Salesforce CRM

D365

Power BI

Job description

Job Description:

Ensuring Chart’s Success…

CHART INDUSTRIES, INC. (Chart) (NYSE: GTLS) is a leading independent global manufacturer of highly engineered equipment and services related to cryogenic gas processing and rotating equipment. In the cryogenic sector, the Chart brand is synonymous with the liquefaction, distribution, and storage of liquid gases, including oxygen, nitrogen, LNG, biogas, hydrogen, helium, and carbon dioxide. The acquisition of Howden expanded our portfolio to include air and gas handling products such as compressors, cooling fans, steam turbines, and more, expanding our offering of products and solutions across traditional markets and providing access to new ones such as nuclear, energy recovery, tunnel ventilation, mine safety, and electrification.

Chart products are widely used across industry, leisure, science, medicine, food and beverage, water treatment, and clean energy. The ability to combine multiple products to create complete end-to-end solutions is what makes Chart unique and has established the company as a pioneer in developing applications such as LNG to power, hydrogen, carbon capture, and cooling systems for high-energy users such as data centers, green steel, and many more.

What Will You Do?

• Review the CRM/ Salesforce Accounts to ensure the contacts for major decision makers are updated
• Monitoring & assigning the web enquires to the respective stakeholders and elevate in case of any delays in response (Escalation Matrix & response time to be discussed).
• Provide training to new joiners on CRM /Salesforce & D365 (Projects).
• Monthly updating of Customer Master Data.
• Reconciliation between Order Booking and D365. In case of discrepancies, the necessary changes shall be updated in coordination with global team.
• Creating new Customer entries in D-365.
• Creating new order bookings in D-365 in line with customer order, milestone payment mapping
• Raising Invoices proposals and coordination with finance for invoice creation
• Monitoring project /Sales order till completion or closure
• As a Process owner for D-365, responsible to clarify the queries raised by projects team and coordinate with global team
• Reconciliation of the order booking on monthly basis w.r.t BI & CRM booking/ DM sheet to ensure the reports tally on all fronts
• Reporting on KPI deployment on monthly basis for the whole sales team and highlight in case there needs to be any reminders.
• Generating monthly OREC and Power BI reports and revalidating with finance
• YOY business performance and analysis segment /vertical / RSM
• Consolidating monthly forecast and actuals
• Convert data into visuals (charts, graphs, dashboards), Maintain clarity, storytelling, and professional design
• Create high-quality PPTs for management reviews, client meetings, and internal discussions

Your Experience Should Be...

• Bachelor’s degrees in (BBA), Business Analytics, or Management with 5-10 years of relevant work experience.
• strong knowledge of word processing, spreadsheet, database and presentation software
• advanced problem-solving and analysis skills
• superior oral and written communication skills
• high level of organization and detail-orientation
• strong work ethic and willingness to take initiative
• good attitude toward teamwork as well as the ability to work independently
• demonstrated ability to multitask and prioritize
• excellent time management