MIS - Sales Force

Role: Senior Executive / Assistant Manager - MIS Location: Kalaghoda, Mumbai Gender: Female / Male Years of experience required: 4 to 5 years Role Summary: The MIS role for the Salesforce division is responsible for managing and analysing sales data to support strategic decision-making and improve operational efficiency. This role acts as a bridge between the sales team and management, ensuring timely and accurate reporting. Detailed Responsibilities: · Data Management: Maintain and update Salesforce CRM records, ensuring data accuracy and consistency. · Reporting & Analysis: Generate daily, weekly, and monthly sales reports, dashboards, and performance metrics. · Performance Tracking: Monitor sales team KPIs and track progress against targets. · Insights & Forecasting: Analyse trends and provide actionable insights to improve sales strategies and forecasting. · Coordination: Collaborate with sales, marketing, and IT teams to streamline reporting processes and CRM usage. · Compliance & Accuracy: Ensure adherence to company policies and data confidentiality standards. Qualification (Minimum): Bachelor’s degree in any stream Skills: · Proficiency in Salesforce CRM · Strong Excel and data visualization skills · Attention to detail and analytical mindset · Ability to communicate insights clearly to both technical and non-technical stakeholders. Competencies Required: · Analytical Thinking: Ability to interpret complex data, identify trends, and draw meaningful conclusions to support decision-making. · Attention to Detail: High level of accuracy in managing, compiling, and reporting data. · Technical Proficiency: Strong command over Salesforce CRM and MS Excel (including pivot tables, VLOOKUP, formulas, charts). Familiarity with BI tools like Power BI. · Communication Skills: Ability to present data and insights clearly to sales leadership and non-technical stakeholders. Good written and verbal communication skills. · Problem-Solving: Proactive in identifying data inconsistencies or gaps and resolving issues independently. · Time Management: Ability to prioritize tasks and deliver reports within tight deadlines. · Collaboration: Willingness to work closely with sales, marketing, and IT teams for data collection, process improvements, and system integration. · Business Acumen: Understanding of sales processes, KPIs, and how data influences business performance and strategy. · Data Integrity & Confidentiality: Commitment to maintaining the accuracy, security, and confidentiality of sensitive business data. · Adaptability: Comfortable with evolving tools, systems, and processes in a dynamic business environment.