Job
Description
Role & Responsibility 1. Sales Data Management & Reporting •Compile, clean, and analyze sales performance data across all hospital units and verticals (corporates, PSUs, TPAs, wellness, etc.). •Generate daily, weekly, and monthly dashboards and MIS reports to track revenue, patient footfalls, lead conversion, and performance against targets. 2.LeadSquared CRM Data Analysis •Extract and analyze lead data from LeadSquared CRM to monitor funnel efficiency, lead quality, source performance, and sales closures. •Track lead movement across stages—allocation, follow-up, conversion, and reengagement—and highlight drop-offs and bottlenecks. •Collaborate with BD teams to improve usage, compliance, and quality of data entry in LeadSquared. 3.KPI Monitoring & Forecasting •Maintain key sales KPIs including revenue vs. target, lead-to-admission ratio, unit wise growth, AR trends, and DSO metrics. •Support sales forecasting and performance benchmarking for monthly and Quaterly reviews. 4.Strategic Insight & Executive Support •Provide actionable insights to the National Sales Head for key initiatives such as regional sales performance, campaign ROI, and new vertical evaluation. •Assist in building boardleveland leadership presentations with visual data summaries and trends. 5.Crossfunctional Coordination •Work with marketing, finance, billing, and hospital operations teams to ensure alignment and accuracy of data across systems. •Reconcile CRM data (LeadSquared) with finance/billing records to ensure accurate reporting and reduce anomalies. 6.Automation & Data Quality Improvement •Develop automated reports and real-time dashboards using Excel, Power BI, or Google Data Studio integrated with LeadSquared. •Monitor CRM hygiene, drive SOPs for data governance, and support training for end users on CRM compliance and analytics. Skills Required LeadSquared CRM Expertise Sales Analytics & KPI Tracking Advanced Excel & Reporting Tools Business Acumen & Strategic Thinking Attention to Detail & Cross-functional Collaboration Show more Show less
