ID: 1024 | 1-2 yrs | Bengaluru | careers

About Clear

The journey of simplicity throughout the last decade, Urged us to make things clear so that it's easier done than said.

Clear today is India's leading fintech SaaS platform, serving 3K+ enterprises, 6L+ SMEs, and 5M+ individuals, with our ITR, GST, e-Invoicing products, and more. While the journey has not been easy, it has been transforming.

Founded in 2011, the decade-long journey of ClearTax defines growth. Starting with just 3 tech products related to tax and filing, we now build mobile and web-based SaaS products for invoices, taxes, payments, and credit and augment them with strong advanced analytics and artificial intelligence. We are also a Series C-funded startup with a strong team of 1000+ members, and as we continue to evolve into a world of new-financial solutions, we're looking for individuals with perspectives to join our team.

Your Responsibilities:

Manage and Optimize CRM:

Utilize your extensive knowledge of Salesforce to ensure the CRM system maintains accurate and current data. Generate Reports and Insights:
Produce, revise, and oversee sales reports, dashboards, andanalytics to provide valuable insights into sales performanceand trends.

Quote generation support

Assist in the development and audit of sales quotes in Salesforce CRM to guarantee alignment with business requirements. Customization and Configuration:
Collaborate with the Sales team to adapt and configure Salesforce to meet the specific demands of the Sales team. Analyze Sales Data:
Examine sales data and metrics to pinpoint opportunities for process enhancements, increased revenue, and the refinement of sales strategies. Sales Performance Reporting:
Develop and present routine and on-demand reports on salesperformance, providing valuable information to the sales teamand leadership.Enhance Sales Processes:
Work closely with sales leaders to conceptualize, implement, and fine-tune sales processes, optimizing their efficiency andeffectiveness.

Pipeline Optimization:

Identify obstacles and areas requiring improvement within the sales pipeline, and propose strategies to boost conversion rates and accelerate deal progression. Cross-Functional Communication:
Serve as a liaison connecting the sales team with otherdepartments, fostering communication and the exchange of information to facilitate seamless operations.

Job Requirements

Extensive experience with Salesforce CRM administration, reporting, and analytics
Experience with Salesforce CRM quote building and auditing
Strong analytical skills with the ability to interpret complex data, draw insights, and make data-driven recommendations
Proven ability to identify operational bottlenecks, propose solutions, and drive process improvements
Excellent verbal and written communication skills with the ability to collaborate across teams and present findings to stakeholders
Proficiency in Microsoft Excel, data visualization tools, and other relevant software applications.
Bachelor's degree in Business, Finance, or a related field
Minimum of 3 years in sales operations, business analysis, or related roles within an enterprise SaaS company / Startups, with a proven track record of leveraging Salesforce effectively.

Cleartax

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