Sales Operations & Data Governance Executive

Datamatics; Mumbai; On-site; INR 720,000 - 880,000; Full time

Job summary

Datamatics is seeking a detail-oriented Sales Operations Data Governance Specialist in Mumbai to ensure CRM and revenue data integrity. The role partners with Sales, Finance and Delivery to support forecasting, reporting and governance of data flows.

Ideal candidates have 2+ years in Sales Operations or Data Governance, strong Excel/Pivot skills, and hands-on CRM experience (Salesforce or Dynamics). A results-driven, cross-functional communicator is valued.

Qualifications

• Proven experience in Sales Operations, CRM management or data governance.
• Experience with CRM governance, data standards, and data quality initiatives.
• Comfort with cross-functional collaboration across Sales, Finance and Delivery.

Responsibilities

• Act as liaison between Sales, Finance and Delivery to monitor KPIs and reporting.
• Own and maintain CRM data across leads, opportunities, accounts and pipeline stages.
• Define and enforce CRM data standards, field definitions and data entry protocols.
• Conduct periodic data audits to identify missing info and duplicates.
• Coordinate with teams to ensure CRM data is updated accurately.
• Map data between Salesforce and downstream systems (MIS, Finance, PM tools).
• Track sales metrics including pipeline growth, quota attainment and forecasting accuracy.
• Prepare weekly sales forecasts and leadership reports.
• Maintain Monthly Order Book for won deals and support margin governance.
• Resolve data queries and drive process improvements.

Skills

CRM data mgmt

Sales forecasting

Analytical skills

Stakeholder management

Attention to detail

Forecasting accuracy

KPI reporting

SQL basics

Education

Bachelor's degree in Business Admin / Finance / IS

Tools

Salesforce

Microsoft Dynamics

Job description

Job Title: Sales Operations Data Governance Specialist

Location: Mumbai

Experience: 2+ years

CTC: Up to 8 LPA

About the Role

We are looking for a detail-oriented Sales Operations – Data Governance Specialist to ensure the accuracy, completeness, and governance of CRM, pipeline, and revenue-related data. This role will work closely with Sales, Finance, and Delivery teams to maintain data integrity, support business reporting, and enable accurate forecasting and revenue governance.

Key Responsibilities

• Act as a liaison between Sales, Finance, and Delivery teams to establish and monitor business KPIs and reporting.
• Own and maintain CRM data across leads, opportunities, accounts, and pipeline stages.
• Define and enforce CRM data standards, field definitions, and data entry protocols.
• Conduct periodic data audits to identify missing information, duplicate records, invalid project codes, and inconsistencies.
• Ensure CRM data is updated accurately by coordinating with Sales and Delivery teams.
• Manage data mapping between Salesforce (or other CRM platforms) and downstream systems such as MIS, Finance, or Project Management tools.
• Track and analyze key sales metrics including pipeline growth, quota attainment, and forecasting accuracy.
• Prepare weekly sales forecasts and performance reports for leadership review.
• Maintain the Monthly Order Book for all won deals and support margin governance activities.
• Resolve sales operations queries and support process improvements across teams.

Required Skills

• Strong understanding of Sales Operations and CRM data management.
• Hands‑on experience with Salesforce, Microsoft Dynamics, or similar CRM platforms.
• Knowledge of sales pipeline management, forecasting, and revenue governance.
• Advanced MS Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, formulas, dashboards).
• Working knowledge of Power BI or similar reporting tools.
• Excellent analytical, problem‑solving, and stakeholder management skills.
• High attention to detail with a strong process‑oriented mindset.

Qualifications

• Bachelor's degree in Business Administration, Finance, Information Systems, or a related field.
• 2–3 years of experience in Sales Operations, CRM Management, or Data Governance.
• Experience in an IT Services, Technology, or BPO environment will be preferred.

Preferred Candidate Profile

• Experience handling CRM data quality initiatives.
• Ability to work with cross‑functional teams in a fast‑paced environment.
• Strong communication and reporting skills.
• Self‑driven, organized, and capable of managing multiple priorities.