Specialist - Data Analytics & Insight

We are seeking a talented individual to join our Sales enablement team. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

Build knowledge and understanding of Mercers Investments business, service offerings and strategic priorities

Interact virtually with a variety of onshore stakeholders to understand their specific requirements and deliver them accordingly

Sales Reporting & Forecasting:

Create and deliver business and sales reports/excel based dashboards, including sales and revenue reporting, performance reporting and business forecasting as requested by business stakeholders/leadership from time to time, using Salesforce and other relevant data sources

Support data requirements for ongoing tenders (RFIs/ RFPs/ PQQs/ ITTs etc.)

Support adhoc reporting requirements, which may include building new customized reports for the business

Liaising with internal Analytics team to create automated solutions/tools/dashboards for standard sales reports to introduce efficiency into the process

Lead and enhance the tools used in the sales growth process to boost win rates Sales Operations/Pipeline Management:

Ensure data in Salesforce is up to date in order to reflect an accurate pipeline

Performing data updates and data maintenance for existing opportunities in the database

Creation of live dashboards for the leadership team to have a view into the sales pipeline

What you need to have:

Graduate in Finance/Commerce, Science, Technology/Engineering, Mathematics or Management would be preferred. Other degrees may also be considered.

2 -4 years of experience in a Sales reporting/Business intelligence/sales operations role

Advanced level of MS Excel knowledge

Know-how of sales operations/CRM tools such as Salesforce

Know-how of BI/data visualization tools such as PowerBI, Tableau

Strong analytical and problem solving skills; creativity and innovation

Excellent stakeholder management, presentation and communication skills

Exceptional customer service focus, along with good business acumen

Ability to handle multiple tasks, with tight deadlines and work under pressure

What makes you stand out?

A high level of business acumen and understanding of various sales intelligence needs of an organization

An understanding of the Sales Management process and tools utilized for the same

High level of proficiency in all MS Office tools such as Word, PowerPoint etc.

Demonstrated understanding of investments/pensions markets

Experience of directly dealing with senior internal stakeholders

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.