Senior Analyst, Finance - GOSC

Department / Process:

Customer presentations Sr. analyst

Location:

Mumbai

Job Description:

As a Senior Analyst for Customer Presentations, this role will be responsible for designing impactful and visually engaging PowerPoint presentations that clearly convey our sales strategies, product offerings, and value propositions to prospective clients. In addition, you will develop sales training materials, KPI reports, and performance dashboards.

Collaborating closely with the sales team, you will translate complex data and insights into clear, concise, and compelling visual content. Utilizing tools such as Salesforce and Google Analytics, you will monitor leads, opportunities, and customer interactions, while also measuring the ROI of marketing campaigns and sales initiatives.

This role demands proficiency in Power BI, CRM systems, and business analytics. A strong understanding of customer needs, expertise in graphic design, and the ability to create persuasive presentations are essential. Excellent communication skills, along with experience in data analysis and client engagement, are key to success in this position.

Roles & Responsibilities:

• Collaborate with sales representatives to gather content and understand the objectives of each presentation.
• Design and produce high-quality PowerPoint presentations that adhere to brand guidelines.
• Incorporate graphics, charts, animations, and other visual elements to enhance clarity and engagement.
• Ensure consistency, accuracy, and visual appeal across all presentation materials.
• Maintain and regularly update a centralized library of sales presentations and templates.
• Assist in rehearsing and refining presentations to ensure impactful client delivery.
• Stay current with the latest design trends and PowerPoint features to continuously improve presentation quality.
• Customize sales materials to align with specific customer interests and needs.
• Prepare visually compelling presentations that leave a strong impression during client pitches.
• Centralize customer data to support training and onboarding initiatives.
• Support sales reps and content creators in sharing training materials, product demos, and promotional content.
• Track and manage leads, opportunities, and customer interactions using CRM tools.
• Provide insights into revenue forecasts, pipeline health, and campaign performance.
• Monitor customer lifetime value, churn rates, and other key customer metrics.
• Visualize sales performance, trends, and KPIs through dashboards and reports.
• Track revenue, expenses, and profitability metrics in real time.
• Analyze sales representative performance and identify skill gaps for targeted improvement.
• Coordinate with sales, finance, marketing, and legal teams to ensure seamless campaign execution.
• Deliver detailed reports on campaign effectiveness to help refine sales strategies.
• Monitor campaign budgets, spending, and profitability to optimize resource allocation.

Qualification, Experience & Skills:

• A master’s degree or MBA (in Sales, Finance, Marketing etc.)
• 8–10 years of experience in sales enablement, business analysis, and presentation design roles.
• Proven experience in creating high-impact PowerPoint presentations for sales or executive-level audiences.
• Hands-on experience with CRM platforms such as Salesforce and analytics tools like Google Analytics and Power BI.
• Experience collaborating cross-functionally with sales, marketing, finance, and legal teams.
• Skilled in campaign tracking, sales performance analysis, and customer lifecycle metrics.
• Proficient in Microsoft PowerPoint, Visio, SharePoint, Power BI, and the Microsoft Office suite.
• Experience with Salesforce and Google Analytics is a plus.
• Strong graphic design skills with a keen eye for detail.
• Excellent communication and collaboration abilities.
• Capable of working under tight deadlines and managing multiple projects simultaneously.
• Knowledge of pricing, finance, sales enablement processes, and sales strategies is an advantage.

Shift timing: :1:00 PM to 10:00 PM IST