Assistant Manager - Sales Analytics
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What you'll do
- Own end-to-end pipeline tracking across Insurance BU — new logos, named accounts, large deals, and strategic accounts — ensuring data accuracy and timeliness in Salesforce (SFDC).
- Create, maintain, and continuously enhance SFDC dashboards; proactively flag pipeline risks, stalls, and opportunities to relevant stakeholders.
- Publish regular pipeline insights and deal prioritization views for BU leads, Client Executives, and Growth Office leadership.
- Track and report against pipeline-related OKR targets, providing variance analysis and trend commentary.
- Drive preparation and facilitation of monthly and quarterly pipeline reviews, business reviews, and growth calls with senior leadership — owning agendas, pre-reads, action trackers, and follow-through.
- Support bi-monthly leadership reviews; coordinate cross-functionally to ensure completeness and accuracy of inputs.
- Enable effective weekly/ bi-monthly sales and growth calls — track open actions to closure and escalate blockers proactively.
- Track and report on Executive Engagement activities; provide leadership with a consolidated view of client relationship health and engagement cadence.
- Create operating processes and rhythms to monitor progress of strategic initiatives; identify and resolve bottlenecks with urgency.
- Educate and guide the sales team on pipeline hygiene standards and SFDC best practices; drive adoption and compliance.
- Support business case creation, editing, and ongoing upkeep for key deals and strategic pursuits.
- Provide market research support and help synthesize competitive intelligence to sharpen deal strategies.
What they're looking for
- 5–6 years of experience in sales operations, growth operations, strategy, or business operations — preferably within professional services, operations, or technology.
- Graduate / Post-Graduate in Business, Finance, Economics, or a related field.
- Hands-on experience with Salesforce (SFDC) — dashboard creation, pipeline management, and reporting preferred.
Nice to have
- Prior exposure to the Insurance or Financial Services domain is a strong advantage.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Job Description
Sales & Growth Enablement
Function | Sales & Growth Enablement |
Level | Assistant Manager |
Location | Noida (Hybrid) |
About the Roles
The Sales & Growth Enablement role sits at the heart of EXL's Growth engine. This individual will serve as a critical connector between Industry Market Unit (IMU) leadership, client-facing sales teams, and the central Growth Office — ensuring that pipeline data is accurate, decisions are insight-led, and strategic initiatives land with velocity.
This is a high-visibility, high-impact role for someone who thrives in a fast-paced environment, is comfortable operating across organizational levels, and brings sharp analytical instincts paired with strong execution discipline.
Key Responsibilities
Pipeline Management & Reporting
Own end-to-end pipeline tracking across Insurance BU — new logos, named accounts, large deals, and strategic accounts — ensuring data accuracy and timeliness in Salesforce (SFDC).
Create, maintain, and continuously enhance SFDC dashboards; proactively flag pipeline risks, stalls, and opportunities to relevant stakeholders.
Publish regular pipeline insights and deal prioritization views for BU leads, Client Executives, and Growth Office leadership.
Track and report against pipeline-related OKR targets, providing variance analysis and trend commentary.
Leadership Reviews & Governance
Drive preparation and facilitation of monthly and quarterly pipeline reviews, business reviews, and growth calls with senior leadership — owning agendas, pre-reads, action trackers, and follow-through.
Support bi-monthly leadership reviews; coordinate cross-functionally to ensure completeness and accuracy of inputs.
Enable effective weekly/ bi-monthly sales and growth calls — track open actions to closure and escalate blockers proactively.
Executive Engagement & Strategic Initiatives
Track and report on Executive Engagement activities; provide leadership with a consolidated view of client relationship health and engagement cadence.
Create operating processes and rhythms to monitor progress of strategic initiatives; identify and resolve bottlenecks with urgency.
Sales Enablement & Best Practices
Educate and guide the sales team on pipeline hygiene standards and SFDC best practices; drive adoption and compliance.
Support business case creation, editing, and ongoing upkeep for key deals and strategic pursuits.
Provide market research support and help synthesize competitive intelligence to sharpen deal strategies.
Solutions Pipeline & Customer Intelligence
Support annual Customer Satisfaction Survey — structure data, identify themes, and prepare executive-ready summaries.
Assist in the creation and refinement of presentations for internal leadership audiences.
What We're Looking For
Experience & Qualifications
5–6 years of experience in sales operations, growth operations, strategy, or business operations — preferably within professional services, operations, or technology.
Prior exposure to the Insurance or Financial Services domain is a strong advantage.
Hands-on experience with Salesforce (SFDC) — dashboard creation, pipeline management, and reporting preferred.
Graduate / Post-Graduate in Business, Finance, Economics, or a related field.
Skills & Competencies
Analytical mindset — able to synthesize large datasets into clear, decision-ready insights for senior leadership.
Advanced Excel and PowerPoint skills; independently builds polished, executive-ready models and decks.
Strong communication and storytelling skills — articulates complex pipeline and business data clearly and confidently across levels.
Demonstrated ability to connect dots across multiple workstreams, stakeholders, and discussions.
Strong relationship management — comfortable influencing without authority across BU teams, sales leaders, and the Growth Office.
High ownership, proactivity, and follow-through; thrives in ambiguous, fast-moving environments.
Basic understanding of P&L, deal economics, and business case fundamentals.
Why This Role
Direct visibility into EXL's top-line growth strategy and client pipeline at the Insurance IMU level.
Work closely with C-suite and senior leadership.
Opportunity to shape operational processes from the ground up and drive measurable business impact.
Fast-track learning across sales, strategy, finance, and client relationship management.
Company
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