HSO - GS - Associate Sales - Sales Operations MS Dynamics CRM - USES

Job Summary:

The Sales Operations Administrator is responsible for maintaining the hygiene of the sales pipeline and ensuring accurate forecasting within the CRM system. This role involves close collaboration with the sales team to ensure data integrity, timely updates, and accurate reporting.

 

Key Responsibilities:

  1. Pipeline Hygiene:
    • Regularly review and clean the sales pipeline to ensure data accuracy and completeness.
    • Identify and resolve discrepancies in the CRM system.
    • Ensure all sales opportunities are correctly categorized and updated with the latest information.
  1. Forecasting:
    • Assist in the preparation of sales forecasts by analyzing pipeline data.
    • Ensure accurate and timely entry of forecast data into the CRM system.
    • Collaborate with sales managers to validate and adjust forecasts as needed.
  1. CRM Management:
    • Maintain and update the CRM system with accurate customer and sales data.
    • Train sales team members on CRM best practices and data entry standards.
    • Generate regular reports and dashboards to provide insights into sales performance and pipeline health.
  1. Data Integrity:
    • Conduct regular audits of the CRM system to ensure data integrity.
    • Implement processes and controls to prevent data duplication and errors.
    • Work with IT and other departments to resolve any technical issues related to the CRM system.
  1. Support Sales Team:
    • Assist in the development and implementation of sales processes and procedures.

Requirements

Required Skills and Qualifications:

  • Proven experience in sales operations, CRM management, or a similar role.
  • Strong understanding of CRM systems (e.g., Salesforce, HubSpot, etc.) and data management.
  • Excellent attention to detail and ability to maintain data integrity.
  • Strong analytical and forecasting skills.
  • Ability to work collaboratively with cross-functional teams.
  • Effective communication and training skills.
  • Proficiency in Microsoft Excel or other data analysis tools.

    Preferred Qualifications:
    • Experience in sales support or pipeline management.
    • Familiarity with sales performance metrics and reporting.

Benefits

Health Insurance
Food Coupons
Gym and Telephone/Internet bill Reimbursement
Leave Travel Allowance (can be claimed only twice in a block of FOUR calendar years)
PF
NPS (Optional)
Great Work Culture

HSO leverages the full power of Microsoft technology to transform the way you work and improve business performance. We help companies modernize business operations, adopt intelligent automation, deliver real-time performance insights and connect the enterprise – accelerating the impact of digital transformation.As an industry first Gold Certified Microsoft Partner, HSO has the industry knowledge, experience and solutions you need to grow and lead in your market. HSO offers global delivery capabilities and worldwide 24/7 support from our dedicated Microsoft practices in more than 36 offices across the Americas, Europe, and Asia.What sets HSO apart? – HSO Innovation and Academy HSO Innovation helps to fill business process and technology gaps in Microsoft Dynamics 365 and offers new business applications, improved processes and industry driven best practices to assist our clients in becoming digital leaders in their industry.HSO Academy is an integral part of the HSO culture for the further development, continuous improvement and certification of HSO employees. We invest in our people with ongoing training programs, delivering the most impact to your business.Founded in 1987 and recognized as a trusted advisor, HSO is one of the world’s top business solution and implementation partners, large enough to serve, small enough to care.

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