Requirement

Excellent experience of Account Management, Dashboard creation of the Client Relationship Management (CRM) systems, specifically Sales Force and preferably CPQ too.
Ability and experience in providing the Sales team with regular and frequent accurate Ma nagement Information from Sales Force
A confident presenter keen to lead user training for Salesforce
Strong use of Microsoft Excel (V Looks ups and Pivot tables) essential
Confident in learning new systems quickly and grasping how to configure reports, workflows, dashboards, objects etc.
Strong stakeholder engagement skills with ability to liaise well with others both in the Finance team and across the wider agency i.e. working closely with Sales and Client Services/Account Management departments across geographies
High standards of accuracy and precision; numerically articulate
Ability to organize and prioritize own workload with the ability to work under pressure and to tight deadlines

Roles & Responsibilities

You will be the main point of contact ensuring accurate data control to guarantee Sales Force represents a realistic ‘live’ forecast for the business in real time
You will be the training guru for all users – building out Salesforce starter packs for new joiners and training for existing staff
Responsible for ensuring commercial cover exists on all opportunities
Assist in the building out of key metrics / dashboards for opportunity management and Inbound Leads Management
Working with Sales, Client Services and Legal teams to set up a review process for expiring client contracts and ensure the correct protocol is in place for review and renewal
Assisting the FP&A function by supporting the business unit through maintaining the Pipeline, Trial Data & preparation & validation of management information and financial analysis
Working with the Field Ops on the Inventory Management and maintaining the records required for checks and audit

Experience :

· 7 – 12 years

Location

· Bangalore, India

Netradyne