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MIS - Sales Force

icon building Company : Talent Linked Consultancy
icon briefcase Job Type : Full Time
icon geo-alt Mumbai, India

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Job Description - 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.




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