Sales Operations & Data Governance Executive

Job Title: Sales Operations Data Governance Specialist

Location: Mumbai
Experience: 2+ years
CTC: Up to 8 LPA

About the Role

We are looking for a detail-oriented Sales Operations – Data Governance Specialist to ensure the accuracy, completeness, and governance of CRM, pipeline, and revenue-related data. This role will work closely with Sales, Finance, and Delivery teams to maintain data integrity, support business reporting, and enable accurate forecasting and revenue governance.

Key Responsibilities

• Act as a liaison between Sales, Finance, and Delivery teams to establish and monitor business KPIs and reporting.
• Own and maintain CRM data across leads, opportunities, accounts, and pipeline stages.
• Define and enforce CRM data standards, field definitions, and data entry protocols.
• Conduct periodic data audits to identify missing information, duplicate records, invalid project codes, and inconsistencies.
• Ensure CRM data is updated accurately by coordinating with Sales and Delivery teams.
• Manage data mapping between Salesforce (or other CRM platforms) and downstream systems such as MIS, Finance, or Project Management tools.
• Track and analyze key sales metrics including pipeline growth, quota attainment, and forecasting accuracy.
• Prepare weekly sales forecasts and performance reports for leadership review.
• Maintain the Monthly Order Book for all won deals and support margin governance activities.
• Resolve sales operations queries and support process improvements across teams.

Required Skills

• Strong understanding of Sales Operations and CRM data management.
• Hands-on experience with Salesforce, Microsoft Dynamics, or similar CRM platforms.
• Knowledge of sales pipeline management, forecasting, and revenue governance.
• Advanced MS Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, formulas, dashboards).
• Working knowledge of Power BI or similar reporting tools.
• Excellent analytical, problem-solving, and stakeholder management skills.
• High attention to detail with a strong process-oriented mindset.

Qualifications

• Bachelor's degree in Business Administration, Finance, Information Systems, or a related field.
• 2–3 years of experience in Sales Operations, CRM Management, or Data Governance.
• Experience in an IT Services, Technology, or BPO environment will be preferred.

Preferred Candidate Profile

• Experience handling CRM data quality initiatives.
• Ability to work with cross-functional teams in a fast-paced environment.
• Strong communication and reporting skills.
• Self-driven, organized, and capable of managing multiple priorities.