Mid-level
Microsoft operations
Develop, maintain, and enhance business reports related to sales agent productivity, including productivity metrics, call time, and agent reviews.
Create and maintain reports associated with sales pipeline, forecast, and revenue attainment to aid strategic decision-making.
Analyze transaction records against established business rules and monitor real-time sales target attainment, offering support to sales teams in case of missing records from scorecards.
Actively participate in customer selection from client and third-party databases, supporting the improvement of global propensity models in line with sales targets.
Perform pre-engagement administrative and maintenance tasks, such as campaign uploads, data enrichment from 1st and 3rd party databases, and maintain PowerApps and CRM systems.
Update and maintain insights dashboards and sales support tools, ensuring accurate and relevant data for sales teams.
Execute ad-hoc bulk updates in CRM systems related to lead and opportunity records to improve data accuracy and efficiency.