Senior Executive - Salesforce MIS, Mumbai

Job Description:

Role MIS for all the divisions
Designation Senior Executive / Assistant Manager – MIS

Job Location Mumbai
Gender Male / Female

Years of Exp. req. Minimum 4-5 years of work experience

Role summary

The MIS role for the Salesforce division at Pudumjee is responsible for managing and analysing sales data to support strategic decision-making and improve operational efficiency. This role acts as a bridge between the sales team and management, ensuring timely and accurate reporting.

Detailed Responsibilities

 Data Management: Maintain and update Salesforce CRM records, ensuring data accuracy and consistency.
 Reporting & Analysis: Generate daily, weekly, and monthly sales reports, dashboards, and performance metrics.
 Performance Tracking: Monitor sales team KPIs and track progress against targets.
 Insights & Forecasting: Analyse trends and provide actionable insights to improve sales strategies and forecasting.
 Coordination: Collaborate with sales, marketing, and IT teams to streamline reporting processes and CRM usage.
 Compliance & Accuracy: Ensure adherence to company policies and data confidentiality standards.

Qualification (Minimum)  Bachelor's degree in any stream

Skills

 Proficiency in Salesforce CRM
 Strong Excel and data visualization skills
 Attention to detail and analytical mindset
 Ability to communicate insights clearly to both technical and non-technical stakeholders.

Competencies Required

 Analytical Thinking: Ability to interpret complex data, identify trends, and draw meaningful conclusions to support decision-making.
 Attention to Detail: High level of accuracy in managing, compiling, and reporting data.
 Technical Proficiency: Strong command over Salesforce CRM and MS Excel (including pivot tables, VLOOKUP, formulas, charts). Familiarity with BI tools like Power BI.
 Communication Skills: Ability to present data and insights clearly to sales leadership and non-technical stakeholders. Good written and verbal communication skills.
 Problem-Solving: Proactive in identifying data inconsistencies or gaps and resolving issues independently.
 Time Management: Ability to prioritize tasks and deliver reports within tight deadlines.
 Collaboration: Willingness to work closely with sales, marketing, and IT teams for data collection, process improvements, and system integration.
 Business Acumen: Understanding of sales processes, KPIs, and how data influences business performance and strategy.
 Data Integrity & Confidentiality: Commitment to maintaining the accuracy, security, and confidentiality of sensitive business data.
 Adaptability: Comfortable with evolving tools, systems, and processes in a dynamic business environment.