Business Analyst (Sales Operations)

1. LeadSquared Command & Automation

• System Ownership: Act as the primary administrator for LeadSquared CRM, managing user hierarchies, permissions, and system configurations.
• Workflow Engineering: Design and implement automated workflows for lead routing, stage transitions, and task triggers to ensure zero lead leakage.
• Technical Support: Serve as the internal subject matter expert for resolving CRM-related issues and ensuring uninterrupted sales operations.

2. Performance Intelligence & Reporting

• Dynamic Dashboards: Develop and maintain dashboards to track daily and weekly metrics such as call volumes, reachability rates, conversion rates, and revenue performance.
• Strategic Analysis: Analyze the sales pipeline to identify performance bottlenecks, particularly supporting the Tamil sales vertical and cross-functional teams.
• Executive Insights: Provide ad-hoc reports and visualizations to enable leadership to make data-driven strategic decisions.

3. Data Governance & Hygiene

• Audit Management: Conduct regular audits of CRM data to eliminate duplicates and resolve structural inconsistencies.
• Bulk Operations: Manage large-scale lead uploads with proper validation to ensure accurate allocation and data integrity.

Candidate Requirements

1. CRM Expertise

• 12 years of hands-on experience with LeadSquared.
• Experience with Workbenches, Portals, and Logic Blocks is mandatory.

2. Experience

• Minimum 2+ years of experience in a professional Data Analyst or Sales Operations role.

3. Technical Skills

• Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP, and complex formulas.

4. Language / Context

• Experience in analyzing data related to sales operations is highly desirable.

5. Mindset

• A proactive problem-solver who looks beyond numbers to understand the root causes behind sales performance and identifies opportunities for improvement.