Presales Operations & BI Analyst

Presales Operations and BI Analyst

Job title: Presales Operations & BI Analyst

EXP.:

Location:

Role Overview

We are seeking a detail-oriented Presales Operations & BI Analyst to support our India Presales function with data management, reporting, and operational excellence. This role will work closely with the Head of Presales to streamline RFP/sales operations, elevate data visibility, and strengthen decision-making through high-quality dashboards, analytics, and documentation support.

Key Responsibilities

Business Intelligence & Reporting

• Maintain JIRA dashboards, reports, and workflows to track RFP/ sales lifecycle, presales pipeline, resource allocation, and productivity metrics.
• Develop Power BI or equivalent dashboards to provide insights on win/loss trends, proposal velocity, and presales performance KPIs.
• Ensure data accuracy, hygiene, and consistency across presales systems.

Presentation & Documentation Excellence

• Create, refine, and standardize PowerPoint decks for proposals, executive briefings, and RFP submissions.
• Support the team with high-quality templates, visualizations, and storyline structuring.

Administrative & Enablement Support

• Support presales governance meetings with updated data packs and insights.
• Assist in onboarding new presales team members into workflows, tools, and repositories.

Required Skills & Experience

• 2 - 5 years of experience in BI, sales operations, presales operations, or similar analytical support roles.
• Strong expertise in JIRA dashboards, filters, workflows, and administration.
• Proficiency in PowerPoint, Excel, and preferably Power BI/Tableau.
• Experience working in IT consulting, technology services, or a B2B enterprise environment.
• Excellent attention to detail, data discipline, and documentation skills.
• Ability to manage multiple tasks with urgency and precision.

Preferred Qualifications

• Familiarity with presales processes, proposal management.
• Exposure to CRM tools (Salesforce, HubSpot, or equivalent).
• Understanding of cloud, enterprise solutions, or software services (bonus, not mandatory).