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Operations Executive

Operations Executive

Policybazaar

2 - 5 years

3 - 4 Lacs

Kolkata Gurugram

Posted:1 hour ago| Platform:

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Skills Required

Operations Executive Advanced Excel Pivot Table SUMIF VLOOKUP Formulas HLOOKUP

Work Mode

Work from Office

Job Type

Full Time

Job Description

Operations Executive

Key Responsibilities:

Sales Data Management:

Oversee, analyze, and maintain the accuracy of sales data in spreadsheets and databases.
Regularly track and update sales performance metrics, ensuring data integrity.
Prepare detailed reports and dashboards to highlight sales trends, key performance indicators (KPIs), and other relevant data points.

Data Analysis & Reporting:

Leverage
Advanced Excel
(e.g., pivot tables, VLOOKUP, macros, conditional formatting, data visualization) to analyze large datasets and provide actionable insights.
Monitor sales trends, customer behavior, and market conditions to help shape strategic decisions.
Present regular reports to management, providing clear visualizations and interpretations of data to support decision-making.

Sales Strategy Development:

Collaborate with the sales and marketing teams to identify opportunities for growth, based on data insights.
Develop and track KPIs for sales teams and individual performance.
Provide recommendations on improving sales processes, based on data-driven insights.

Process Optimization:

Identify inefficiencies in existing sales and operational processes and recommend improvements.
Implement automation tools and processes to streamline data collection and reporting activities.

Collaboration & Communication:

Work closely with cross-functional teams to ensure seamless operations and sales reporting.
Support management in ad-hoc tasks related to sales operations and reporting.

Key Requirements:

Education:

Bachelor's degree in Business Administration, Operations Management, Finance, or a related field.

Experience:

Minimum 2+ years of experience in an operations, sales, or data analysis role. Previous experience working with sales teams is a plus.

Skills:

Advanced Excel skills
(pivot tables, macros, data visualization, VLOOKUP, etc.)
Strong analytical skills, with the ability to interpret data and turn it into actionable insights.
Knowledge of CRM tools, data visualization tools (Tableau, Power BI), or other business intelligence software is a plus.
Strong communication skills, both written and verbal.
Ability to work under pressure and manage multiple priorities.

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