Sales Strategy and Operations Analyst III

o9solutions; India; On-site; INR 800,000 - 1,400,000; Full time

Job summary

o9 Solutions is transforming enterprise planning with an AI-first platform. The Sales Operations team strengthens our Sales and Marketing efforts by optimizing content, processes, systems, and data to drive smarter, faster decisions.

The role focuses on end-to-end sales process improvements, data governance, and scalable CRM solutions to support revenue growth and cross-functional alignment across teams.

Qualifications

• 3–4 years of relevant experience in Sales Operations or a similar function.
• Bachelor's degree required; MBA considered a plus.
• Strong understanding of B2B sales processes, including pipeline management and forecasting.
• Experience with CRM data governance and data quality practices.

Responsibilities

• Own end-to-end sales process improvements, including account/territory management, pipeline generation, forecasting, and sales execution.
• Maintain Salesforce data quality, deduplication, enrichment, governance, and issue resolution.
• Develop and optimize reports, dashboards, and analyses to monitor pipeline and sales performance.
• Lead or support Salesforce enhancements and integrations with other tools and platforms.
• Collaborate with Sales, Marketing, Finance, IT to ensure alignment of processes and data definitions.

Skills

Sales Operations

CRM governance

Forecasting

Data analysis

Education

Bachelor's degree

MBA preferred

Tools

Salesforce

Outreach

Clay

LinkedIn Sales Navigator

Make

Job description

Transforming the Future of Enterprise Planning

At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions-even billions-in value leakage, we help businesses plan smarter and faster.

This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T‑Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains.

About the role - Sales Operations Team

The Sales Operations team is at the heart of our Sales and Marketing organization. We are one of the key enablers of a smooth and structured sales process. Optimization of content, processes, systems, and data is one of our key priorities and spans digital marketing operations, market knowledge, customer knowledge, and internal (o9) knowledge. By analyzing data, improving processes, and providing insights and proactive recommendations to the Sales and Marketing teams, we act as the o9 'Control Tower'. Moreover, we focus on training, communication, automation, and sales technology to ensure every team member is as successful and productive as possible. With our fast-growing organization, we are looking for a highly driven individual who can support us with the following responsibilities. Are you up for the challenge?

What you'll do for us...

• Own and continuously improve the end-to-end sales process, covering account and territory management, pipeline generation, opportunity management, forecasting, and sales execution.
• Own and improve the quality and integrity of Salesforce data by managing data updates, duplicates, enrichment, governance, and ad-hoc data issues.
• Support the ongoing development of Salesforce as a key platform for the Sales organization, including objects, fields, workflows, reports, dashboards, permissions, and other configurations.
• Participate in and independently manage Salesforce enhancement and implementation projects, from requirement gathering and process design through testing, deployment, documentation, training, and adoption.
• Work closely with Salesforce implementation partners and internal stakeholders to translate business requirements into scalable CRM solutions and ensure projects are delivered effectively.
• Develop and maintain reports, dashboards, and analytical frameworks that provide visibility into pipeline, pipeline coverage, opportunity progression, sales performance, forecasting, conversion, and other key commercial metrics.
• Analyze pipeline and opportunity data to identify gaps, trends, risks, and areas of improvement, and provide proactive recommendations to Sales leadership and other stakeholders.
• Own opportunity management processes and ensure opportunities progress through the sales cycle with accurate stages, values, close dates, products, and other critical information.
• Support account segmentation, territory management, target setting, TAM analysis, and other Sales Strategy and Operations initiatives.
• Own, manage and support Outreach and related sales engagement activities, including sequences, prospect management, user configurations, reporting, process improvements, and troubleshooting.
• Own and continuously optimize the broader sales technology ecosystem, including Salesforce, Outreach, Clay, LinkedIn Sales Navigator, enrichment platforms, automation tools, and other technologies used across the sales organization.
• Identify opportunities to automate Sales Operations workflows, reduce manual activities, improve data flow between systems, and increase operational efficiency.
• Build and maintain automations and operational solutions using platforms such as Make, Clay, and other relevant technologies.
• Explore and implement emerging AI capabilities, including tools such as ChatGPT and Claude, to improve research, data enrichment, workflow automation, reporting, documentation, and overall Sales Operations productivity.
• Partner closely with Sales, Marketing, Finance, IT, and other functions to ensure alignment across processes, systems, data definitions, and reporting.
• Lead or support user acceptance testing, change management, training, and communication for new Sales Operations processes, Salesforce enhancements, and technology implementations.
• Develop and continuously improve Sales Operations documentation, SOPs, governance frameworks, process maps, and playbooks.

What you'll have...

Required:

• A minimum of 3-4 years of relevant experience in Sales Operations, Revenue Operations, Sales Strategy & Operations, CRM Operations, or a similar function.
• Bachelor's degree required, with an MBA considered a plus.
• Strong understanding of B2B sales processes, including pipeline management, opportunity management, sales stages, forecasting, account management, territory management, and sales performance reporting.
• Strong working knowledge of Sa