Posted:1 month ago|
Platform:
Work from Office
Full Time
Role Definition This role involves managing customer interaction records, optimizing reporting processes, and delivering timely, high-quality insights to management. The ideal candidate is detail-oriented, analytical, and proactive in driving data-driven improvements. Responsibility Deliverable Sales Performance Reporting Customer Interaction Documentation MIS Operations & Process Optimization Stakeholder Communication: Tasks & Activities 1. Sales Performance Reporting: - Create daily, weekly, and monthly sales reports using Excel tools like pivot tables, VLOOKUP, HLOOKUP, XLOOKUP and macros. 2. Customer Interaction Documentation: - Keep detailed and accurate records of all documents to support sales and service activities. 3. MIS Operations & Process Improvement: - Use MIS skills to make report preparation faster and more accurate through automation. - Work with other teams to improve reporting tools and methods. 4. Stakeholder Communication: - Make sure reports are shared on time with management, sales teams, and clients. - Quickly handle extra report requests and share insights to help with business decisions. Measurement Metrics Accuracy & Quality of Reporting: Measure report accuracy (98-100% target) and timely delivery. Sales Analysis: Evaluate actionable insights and trend identification. Process Optimization: Track automation rate (20-30% target) and reduction in report preparation time. Customer Interaction Documentation: Assess data completeness and update timeliness (95-100% target). Stakeholder Communication: Ad-hoc response time, and Excel/MIS proficiency through periodic reviews.
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