Senior Associate-Sales

Oxane Partners; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Oxane Partners in Gurgaon, India seeks a Senior Associate-Sales Marketing to lead Dynamics 365 Sales governance and CRM improvements. You will translate business needs into CRM enhancements, prioritize initiatives, and drive adoption across Sales, Marketing, and Client Success, while building training materials and dashboards.

You will ensure data quality, align KPIs with leadership, and develop analytics views for forecasting, reviews, and board reporting.

Qualifications

• Experience with D365 Sales/CRM implementations.
• B2B SaaS, Financial Services, FinTech, Private Credit, Banking or Capital Markets exposure.
• CRM adoption programs across large user groups.
• Strong documentation, business analysis, and process-mapping.
• Excellent stakeholder management and communication.
• Microsoft certifications in Dynamics 365/Power Platform preferred.

Responsibilities

• Own and govern Dynamics 365 Sales/CE as the single source of truth for commercial teams.
• Gather requirements and translate into CRM enhancements and user stories.
• Prioritize initiatives based on business objectives and feedback.
• Drive CRM process improvements across systems and workflows.
• Partner with Sales, Marketing, Client Success, Leadership and Operations.
• Act as the primary business stakeholder for CRM initiatives.
• Align cross-functional teams and manage expectations through projects.
• Increase CRM adoption and utilization across commercial teams.
• Develop training materials, user guides, and best-practice frameworks.
• Lead change management for system enhancements and new features.
• Optimize lead, opportunity, account management and client engagement.
• Ensure data quality, reporting consistency, and KPI alignment.
• Define and track KPIs with leadership; enhance pipeline reporting and forecasting.
• Build executive dashboards and recurring MIS reports.
• Establish data quality controls and exception reporting.
• Convert requirements into analytics/views for sales reviews and forecasting.

Skills

Dynamics 365 Sales

Stakeholder management

CRM process design

Reporting & dashboards

Project management

Analytical skills

Change management

Tools

Power BI

Excel

Job description

Job Title

Senior Associate-Sales Marketing

Location

Gurgaon, Haryana, India

Job Type

Full time

Responsibilities

• Own and govern Microsoft Dynamics 365 Sales and Customer Engagement (CE) as the single source of truth for commercial teams.
• Gather business requirements and translate them into CRM enhancements, user stories, and feature improvements.
• Prioritize development initiatives based on business objectives and user feedback.
• Drive continuous improvement of CRM processes, workflows, and integrations across business systems.
• Partner with Sales, Marketing, Client Success, Leadership, and Operations teams.
• Act as the primary business stakeholder for CRM-related initiatives.
• Align cross-functional teams and manage expectations throughout project lifecycles.
• Increase CRM adoption and utilization across commercial teams.
• Develop training materials, user guides, and best-practice frameworks.
• Lead change management activities for system enhancements and new feature rollouts.
• Optimize lead management, opportunity management, account management, and client engagement processes.
• Ensure data quality, reporting consistency, and alignment with business operations.
• Define and track commercial KPIs with leadership teams.
• Enhance pipeline reporting, sales forecasting, account intelligence, and activity tracking.
• Build executive dashboards and recurring MIS reports.
• Establish data quality controls and exception reporting.
• Convert business and leadership requirements into actionable analytics and reporting views for sales reviews, campaign tracking, forecasting, and board-level reporting.

Ideal Candidate Profile

• Experience with Microsoft Dynamics 365 Sales/CRM.
• Strong stakeholder management and business partnering skills.
• Expertise in CRM process design, sales operations, and change management.
• Knowledge of reporting, dashboards, MIS, and commercial analytics.
• Ability to bridge business requirements and technology solutions.
• Strong project management and problem-solving capabilities.

Qualifications

• 4-7 years of experience working with Microsoft Dynamics 365 Sales and Customer Engagement (CE) environments.
• Prior experience in B2B SaaS, Financial Services, FinTech, Private Credit, Banking, or Capital Markets organizations.
• Exposure to Sales Operations, Revenue Operations, Commercial Processes, Legal Workflow Tracking, and Client Lifecycle Management.
• Demonstrated experience in driving CRM adoption programs across large and diverse user groups.
• Strong documentation, business analysis, and process-mapping capabilities.
• Excellent stakeholder management, communication, and change management skills.
• Strong analytical and problem-solving abilities, with experience in reporting and dashboarding.
• Microsoft certifications in Dynamics 365, Power Platform, or related technologies are preferred.