Job Information

Education

Any Degree

Job Type

Full time

Industry

Technology

Experience

5+ Years

Role

Data Analyst

Essential Skill Set

Zoho, Data Analyst , Risk analysis

City

Mysore

State/Province

Karnataka

Country

India

Zip/Postal Code

570001

Job Description

. Own and manage Zoho CRM, ensuring accurate account records, clean pipeline data, disciplined stage movement, and elimination of ghost deals

. Monitor and manage the sales pipeline and revenue forecast, including pipeline value vs targets, stage‑wise conversion rates, deal velocity, and potential deal slippage

. Prepare weekly and monthly forecasts supported by risk analysis and data-backed insights

. Design, maintain, and govern the sales process, defining stages (Lead to Closed), entry and exit criteria, and approval workflows for discounts and contracts

. Create and maintain role-based dashboards and reports covering revenue, pipeline, forecasts, targets vs achievement, region and product performance, and client satisfaction

. Track sales performance, commissions, and incentive payouts, ensuring alignment with business goals and accurate target achievement reporting

. Implement and optimize CRM tools and automation, including workflows, email automation, lead routing, and operational efficiencies

. Generate regular reports on account performance and customer outcomes to support leadership and management reviews

Requirements

. Strong ownership of Zoho CRM, ensuring data accuracy, pipeline hygiene, and disciplined stage movement

. Ability to manage and analyze sales pipeline, forecasts, conversion rates, and deal velocity

. Experience creating weekly/monthly sales forecasts with risk and slippage analysis

. Proficiency in building role-based reports and dashboards for sales leadership, reps, and management

. Strong understanding of sales process design, including stage definitions, entry/exit criteria, and approval workflows

. Experience in sales performance tracking, including targets, commissions, and incentive calculations

. Hands-on expertise in CRM automation, lead routing, and workflow/email automation

. Advanced analytical and Excel/Sheet skills with strong attention to data integrity

. Ability to collaborate with sales, finance, and leadership teams to drive adoption and compliance

. Highly organized, detail-oriented, and process-driven with strong communication skills

Excelsoft Technologies

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