Job Description

Overall Purpose of The Job

We are seeking a dynamic and detail-oriented Sales Support & CRM Analyst to provide support to India Consulting Practice. This role combines CRM (Salesforce) administration, sales reporting (MIS), client onboarding coordination, analytics, and presentation development support to enable a high-performing sales organization. The ideal candidate brings a data-driven mindset, excellent coordination skills, and a deep understanding of how to support sales in complex solution selling domain.

Key Responsibilities

Salesforce CRM Management

• Maintain and manage Salesforce CRM with up-to-date clients and deal data.
• Ensure clean data practices, correct tagging by business line (HealthTech / Security Risk), and accurate pipeline tracking.
• Develop and share CRM dashboards and reports to support periodic sales reviews.

Sales Reporting (MIS) & Analytics

• Prepare daily, weekly, and monthly MIS reports across business lines.
• Analyze sales trends, conversion rates, and funnel metrics to derive insights.
• Track KPIs such as lead-to-client ratios, onboarding progress, and renewal/upsell opportunities.

Client Onboarding Coordination

• Support onboarding for clients across the India Practice team
• Liaise with internal teams (finance, product, operations, compliance) to ensure all steps and documentation are complete.
• Track onboarding timelines and ensure seamless handovers to client servicing teams.

Sales Enablement & Presentation Support

• Create, format, and maintain high-impact PowerPoint presentations for internal leadership reviews and client meetings in coordination with Marketing/Product teams
• Assist in proposal writing, case study formatting, and document management.
• Maintain sales content library with updated templates, pitch decks, and collateral.

Cross-Functional Collaboration

• Work closely with India and Cross Border teams
• Collaborate with other functions such as Product, Marketing, and Operations teams to ensure sales teams are supported with relevant data and tools.

Additional Responsibilities

• To work within and promote all International SOS’s policies, procedures and corporate values.
• To be aware of International SOS’ policies, practices and procedures and actively participate in the ongoing development and enhancement of these important areas of our business.
• Undertaking project work or reasonable duties as requested by direct Manager
• Maintain personal ongoing credentialing of all related skills, qualifications and knowledge needed to complete the defined role and comply with relevant authorities.

Occupational Health & Safety Responsibilities

• Participate in the development and maintenance of a safe and healthy workplace.• Undertake all mandatory OH&S training as required.
• Comply with any reasonable instructions, policies, procedures or safe work practices given by Intl. SOS in adhering to safe work procedures.
• Co-operate with management in its fulfilment of its legislative obligations.
• Take reasonable care to ensure their own health and safety and the safety of others.
• To report any injury, hazard or illness as soon as possible to their supervisor.

Job Profile

Required Skills and Knowledge

• Excellent communication and written English
• Professional communication, presentation and interpersonal skills
• Time management
• Team player
• Confident decision making
• Able to work in a matrix and functional organization

Required Competencies

• Data-Driven Thinking
• CRM Administration & Data Integrity
• Cross-Functional Communication
• Analytical & Reporting Skills
• Domain Adaptability (HealthTech + Security Risk)
• Process-Oriented Execution
• Customer Focus
• Ethics and Values
• Drive for Results
• Time Management

Written Communication

• Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.

Ability to Work under Pressure

• Able to work under pressure to meet deadlines. Uses positive and constructive coping strategies when under pressure. At all times conducts oneself professionally to reflect positively on the profession he/she represents.

Required Work Experience

• 5+ years of experience in similar role.
• Excellent knowledge of MS Office Suite, Sales Force CRM (Must) and Power BI.

Required Qualifications and skills

• Bachelor’s degree in a relevant field (e.g., Health Informatics, Life Sciences, Computer Science).
• Experience in working with large, complex datasets
• 5+ years of experience in sales support, CRM/MIS reporting, and onboarding roles.
• Proven hands-on experience with Salesforce CRM is a must.
• Strong skills in Excel (VLOOKUP, PivotTables, charts etc) and PowerPoint.
• Understanding of both HealthTech industry is a strong advantage.
• Excellent verbal and written communication skills.

Preferred Skills:

• Experience with BI tools like Power BI, Tableau, or Google Data Studio.
• Knowledge of compliance or regulatory workflows in healthcare or security.
• Experience in B2B onboarding or enterprise customer lifecycle workflows.
• Ability to manage multiple stakeholders and business lines simultaneously.

Required Languages

• English and local language

Travel / Rotation Requirements

• Rotation and travel based on assignment.