Sales & Operations Reporting - Manager

9 - 14 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: At PwC, as a manager of the Sales Ops & Reporting team, your primary focus will be on improving CRM data accuracy, revenue attribution integrity, and providing actionable insights across alliances. You will lead teams through reporting diagnostics, market research integration, and cross-functional alignment to ensure high-impact decision-making and continuous improvement. Key Responsibilities: - Salesforce Pipeline Data Accuracy - Define and communicate tagging standards, data entry expectations, and escalation workflows across regions and alliances. - Oversee reviews of opportunity pipeline reports and work with the team to ensure systemic issues are resolved at the source. - Partner with CRM admins and IT teams to implement platform-level improvements that reduce future data errors. - Win Attribution Monitoring - Establish a regular cadence of win attribution reviews with relevant dashboards and analytics to track performance trends. - Analyze systemic attribution changes across business units and determine underlying causes such as ownership transfers or partner activity. - Collaborate with leadership to align revenue tracking with strategic alliance and sales planning efforts. - Attribution Hygiene and Issue Resolution - Oversee hygiene reporting processes and ensure timely resolution of attribution discrepancies or leakage issues. - Serve as the final review authority for escalated Help Desk cases and high-impact ownership corrections. - Design controls to reduce rework and recurrence of attribution errors, including SOP refinement and root cause analysis. - Secondary Research & Market Intelligence - Guide the team in leveraging market research subscriptions (e.g., IDC, Gartner) to extract relevant insights for proposals and strategic discussions. - Ensure integration of external intelligence into internal reporting and planning processes. - Partner with research and knowledge teams to curate, maintain, and disseminate key resources to support sales efforts. - Collaboration & Communication - Act as a strategic advisor to sales, delivery, and alliance leadership on data health and revenue attribution issues. - Facilitate workshops or touchpoints to share insights, reinforce standards, and align cross-functional stakeholders. - Review reporting narratives for senior management that contextualize pipeline or attribution data within broader business goals. Qualification Required: - Experience: 9-14 years of experience in sales operations, reporting, or CRM-based revenue management. - Education and Qualifications: Any Graduate Tools Proficiency: - Advanced knowledge of Salesforce reporting tools, CRM architecture, and alliance sales models. Soft Skills: - Leadership & People Management: Demonstrates vision, accountability, empathy, and the ability to motivate, coach, and develop high-performing teams. - Communication & Collaboration: Excels in clear communication, active listening, stakeholder engagement, and cross-functional collaboration, including influence without authority. - Strategic Execution & Adaptability: Skilled in prioritization, decision-making, navigating change, and driving results with resilience, emotional intelligence, and a continuous improvement mindset. Role Overview: At PwC, as a manager of the Sales Ops & Reporting team, your primary focus will be on improving CRM data accuracy, revenue attribution integrity, and providing actionable insights across alliances. You will lead teams through reporting diagnostics, market research integration, and cross-functional alignment to ensure high-impact decision-making and continuous improvement. Key Responsibilities: - Salesforce Pipeline Data Accuracy - Define and communicate tagging standards, data entry expectations, and escalation workflows across regions and alliances. - Oversee reviews of opportunity pipeline reports and work with the team to ensure systemic issues are resolved at the source. - Partner with CRM admins and IT teams to implement platform-level improvements that reduce future data errors. - Win Attribution Monitoring - Establish a regular cadence of win attribution reviews with relevant dashboards and analytics to track performance trends. - Analyze systemic attribution changes across business units and determine underlying causes such as ownership transfers or partner activity. - Collaborate with leadership to align revenue tracking with strategic alliance and sales planning efforts. - Attribution Hygiene and Issue Resolution - Oversee hygiene reporting processes and ensure timely resolution of attribution discrepancies or leakage issues. - Serve as the final review authority for escalated Help Desk cases and high-impact ownership corrections. - Design controls to reduce rework and recurrence of attribution errors, including SOP refinement and root cause analysis. - Secondary Research & Market Intelligence - Guide the team in leveraging market resea

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