Overview
Hands-on Salesforce reporting role within the Revenue Operations team, delivering accurate, actionable reports, dashboards and analytics on pipeline, forecasting, sales productivity and revenue trends across the global revenue organisation.
What you'll do
- Design, build and maintain Salesforce reports, custom report types, dashboards, filters and scheduled reporting.
- Develop complex Salesforce reporting solutions, including joined reports and multi-dimensional analysis.
- Provide visibility into pipeline performance, forecasting accuracy, renewals, sales productivity and revenue KPIs.
- Analyse sales trends, conversion rates, funnel performance and forecast attainment to provide actionable recommendations.
- Partner with business leaders to translate reporting requirements into scalable Salesforce solutions.
- Maintain high standards of data integrity across Accounts, Contacts, Opportunities and Forecasting objects.
- Conduct regular audits to improve data accuracy, completeness and reporting reliability.
- Identify and resolve reporting and data discrepancies across Salesforce and integrated systems.
- Establish and promote CRM data governance best practices.
- Support forecasting and pipeline management processes.
- Assist with territory planning, quota management and operational reporting initiatives.
- Work with Sales, Marketing, Customer Success and Finance teams to align reporting and performance metrics.
- Contribute to continuous improvement initiatives across sales processes and reporting frameworks.
What you'll need
- Proven experience in a Salesforce Reporting, Sales Operations, Revenue Operations or CRM Analytics role.
- Advanced hands-on experience creating Salesforce Reports, Custom Report Types, Dashboards, Joined Reports, Scheduled Reports, and complex filters and reporting logic.
- Strong understanding of Salesforce data structures, objects and relationships.
- Experience supporting sales forecasting and pipeline reporting.
- Advanced Excel skills, including data analysis and reporting.
Nice to have
- Experience with SQL and business intelligence tools such as Power BI or Tableau.
- Exposure to SaaS revenue metrics, forecasting methodologies and GTM operations.
- Experience supporting compensation, territory planning or quota-setting initiatives.
- Salesforce certifications would be advantageous.
Details
- Location: Vadodara, Gujarat, India.
- Flexible working options available, including part-time work, adjusted hours, staggered shifts, and hybrid or remote working.
Read the full description and apply on the company’s own careers page.