Sales Operations & CRM Analyst

Job description:

Purpose of the Job This role will be based in Pune and will support the UK Commercial team across Express, Freight, and Key Accounts. As a key member, you will serve as the backbone of commercial data and systems, driving Salesforce data integrity, developing insightful Power BI dashboards, and enabling data-driven decision-making.  Job Description

Key Responsibilities

CRM & Data Quality

• Own day-to-day Salesforce (SFDC) administration for UK – account ownership, opportunity hygiene, pipeline accuracy, and user adoption.
• Design and enforce data standards across the UK commercial team; identify and remediate existing data gaps (accounts, contacts, opportunities, activity logs).
• Liaise with the global D&T / CRM team on UK-specific configuration, workflow, and integration needs (ACE, Cargowise).

Power BI Reporting & Dashboards

• Build and maintain the UK Commercial Performance Dashboard suite in Power BI – revenue vs budget, pipeline, GSS quintile scores, FTB, loyalty, and activity metrics
• Produce the monthly UK Commercial Performance Pack for leadership – leading and lagging indicators at Sales Person level.

Sales Performance & Operations

• Track and analyse leading and lagging KPIs at Sales Person level, support the monthly GSS quintile review process.
• Build and own the UK Budget vs Actual reporting framework, reconciling ACE actuals against FY budget by Sales Person.

Commercial Planning Support

• Assist in building business cases, headcount proposals, and commercial planning inputs for leadership.
• Partner with the Global Head of Sales Training on embedding commercial operations best practice into the AWOS sales methodology.

Job Requirements – Experience and Education

• 2–4 years in a Sales Operations, Revenue Operations, CRM, or Commercial Analyst role – B2B preferred; logistics or freight a significant advantage
• Demonstrable Salesforce (SFDC) experience is essential – reporting, dashboards, admin; certification a strong plus
• Proven Power BI capability – live dashboards, data modelling, DAX; must be able to show examples
• Advanced Excel – you are the person colleagues come to when a spreadsheet gets difficult
• Comfortable working across time zones. 
• SQL and/or ETL experience is preferred.

Leadership Behaviors Building Outstanding Teams Setting a clear direction Simplification Collaborate & break silos Execution & Accountability Growth mindset Innovation Inclusion External focus Skills

Tagged as: Data Analysis, Excel, Power BI, Salesforce, SQL