Senior Analyst Sales Intelligence


Role and Responsibilities:
1. Sales Intelligence & Business Analytics
  • Design, develop and maintain business dashboards covering MQL funnel, lead journey, TAT, campaign analysis, industry funnel, employee size funnel, stale leads and proposal tracking.
  • Analyse sales and CRM data to identify bottlenecks, conversion gaps and improvement opportunities across the lead lifecycle.
  • Create daily, weekly and monthly reports that provide sales leadership with clear visibility on performance and governance metrics.
2. CRM Governance & Transformation
  • Own CRM process improvement initiatives including requirement gathering, workflow design, field mapping, automation logic, testing and deployment support.
  • Maintain CRM hygiene through data checks, validation rules, clean-ups and alignment across Leads, Deals, Accounts and reporting modules.
  • Coordinate with technology partners and internal teams to raise, track and close CRM enhancement requests.
3. Lead Management & Funnel Optimisation
  • Design and improve lead assignment rules, lead prioritisation, qualification workflows, follow-up processes and lifecycle tracking.
  • Monitor turnaround time across lead stages and enable teams to reduce delays through alerts, dashboards and process nudges.
  • Support sales teams with better funnel visibility, lead intelligence and prioritised action points.
4. AI, Automation & Digital Productivity
  • Identify and implement AI-enabled use cases for sales research, lead qualification, follow-up nudges, knowledge management and reporting productivity.
  • Use Generative AI platforms such as Microsoft Copilot, Claude AI and ChatGPT to improve research speed, content creation, process documentation and decision support.
  • Partner with business teams to convert repetitive manual workflows into automated or semi-automated processes.
5. Market, Industry & Competitive Intelligence
  • Create industry insights, competitor intelligence, market research summaries and conversation starters to support consultative sales conversations.
  • Build and maintain sales enablement repositories including case studies, blogs, podcast insights, battle cards and industry reports.
  • Enable sales teams to position Great Place To Work solutions with stronger business context and objection-handling support.
6. Sales Enablement, SOPs & Adoption
  • Create SOPs, process documents, CRM usage guides and training material for sales and supporting teams.
  • Conduct CRM, dashboard and process training sessions to improve adoption and consistent usage.
  • Collect feedback from stakeholders and continuously improve dashboards, reports and workflows based on business needs.
7. Cross-Functional Issue Management
  • Work closely with Sales, Marketing, Technology, Finance, Controlling and Operations teams to resolve open points and improve process alignment.
  • Maintain trackers for business issues, CRM enhancements and reporting dependencies, and drive closure through structured follow-ups.
  • Act as a bridge between business users and technical teams to translate operational needs into clear business requirements.

Key Metrics (KPIs):
  • Dashboard adoption, usage and stakeholder satisfaction
  • CRM data quality, hygiene and process adherence
  • Lead qualification TAT and funnel movement efficiency
  • Lead assignment accuracy and follow-up compliance
  • Reporting automation, time savings and accuracy improvement
  • Closure rate of CRM enhancements and cross-functional open points
  • Quality and business relevance of sales, market and competitive intelligence outputs
  • AI-enabled use cases implemented and productivity improvement delivered


Requirements

Preferred candidate profile:
  • Sales Intelligence & Analytics: Ability to convert CRM and business data into actionable insights for sales leadership and teams
  • CRM Governance: Strong experience in CRM process design, data hygiene, workflow mapping, automation and user adoption
  • Dashboarding & Reporting: Ability to build dashboards, funnel reports, TAT trackers and performance summaries using Excel and CRM data
  • AI Enablement: Working knowledge of Generative AI tools including Microsoft Copilot, Claude AI and ChatGPT for productivity, research, automation and sales enablement
  • Process Improvement: Ability to identify gaps, document requirements, coordinate with technology teams and drive closure
  • Stakeholder Management: Ability to collaborate with Sales, Marketing, Technology, Finance and Operations teams
  • Communication: Ability to simplify analysis, present business recommendations and conduct training sessions


See also

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