General Responsibilities:
| Sales Pipeline & CRM Hygiene, Sales Pipeline Reports & Dashboards
| Track key metrics on Business Units, Service Lines & Customers/Accounts and provide snapshot of vital stats in advance for client meetings.
| Tracking Renewals/Repeat business and working with Salespersons & Delivery Teams to ensure follow-up and completion.
| Conduct basic market / client research and communicate findings.
| Be on the top of numbers/facts with respect to the Sales Pipeline, Wins/Losses & Business Units/Departments.
| Win & Loss Analysis
Minimum Qualifications:
| Graduation/Post Graduation in Finance / Commerce / Management.
| Well versed with MS Office especially with Microsoft Excel & PowerPoint.
| Extremely organized with good time-management skills.
| Familiarity, understanding & experience in CRM (NetSuite/Salesforce preferred).
| Salesforce Reports & Dashboards (CRM Admin experience would be a plus).
| Detail-oriented, analytical, and inquisitive.
| Advanced analytical skills and knowledge.
| Intermediate presentation and written communication skills.
| Research skills and knowledge.
| Intermediate business acumen and demonstrated application.
Preferred Qualifications / Skills:
| Ready to take initiative, ownership & roll up the sleeves to get the job done.
| Readiness to change and also embrace the change.
| Good understanding of companies' financial metrics & quantitative abilities.
Milestone Technologies is a global IT Services and Digital Solutions company based in Silicon Valley that helps hundreds of leading corporations deliver technology around the globe.
We work with the world’s leading companies to deliver services and technologies at scale, accelerate digital operations, develop innovative applications, and drive efficiencies throughout their organization.
Milestone is focused on building an employee-first, performance-based culture, and for over 25 years, we have demonstrated a history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow.
Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.
Follow us on:
Facebook: https://www.facebook.com/MilestoneTechnologiesInc
Twitter: https://twitter.com/MilestoneTech
Blog: https://milestone.tech/blog/
