Manager - Salesforce management, Growth Reporting & Forecasting

Full time

Job ID: 10105285

Mumbai

Permanent

Hybrid

Posted on
29 October 2024
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• Manage the Sales Operations Team within Capita Experience to keep Salesforce updated. Structuring the team effectively to support verticals and capabilities

Provide necessary reporting, forecasts and support to the Exco team

• Be the point of contact for sales performance and pipeline data

• Work with Sales teams to provide tender notifications to the appropriate businesses across Capita

• Work collaboratively with the Sales team

Job Description
  • Act as a business partner to the Sales team
  • Create and manage regular cadence meetings, data analysis, operational process, and sales support
  • Gather the necessary information and calculate the forecast outturn per month, quarter and year for the division
  • Support sales processes as well as driving implementation & adoption of new tools and processes to continuously drive productivity improvement across the CE Sales teams
  • Support specific initiatives as required, including Customer NPS survey, incentive alignment, Sales training programme, Sales capability assessments etc
  • Take ownership for the integrity, accuracy and timeliness of Sales performance data & reporting
  • Manage, build, and update key metrics for Sales via Salesforce Reports/Dashboards and Analytics
  • Provide guidance to the central Salesforce team to ensure the user experience is effective and fields are reportable in an effective and efficient way
  • Equip all stakeholders with insight led collateral, processes, tools and reporting to effectively engage with new and existing customers
  • Continue to streamline the process to provide more focused notices in the shortest period possible using AI and incorporate processes into Salesforce
About us

Capita is a consulting, transformation and digital services business. We deliver innovative solutions and simplify the connections between businesses and customers, governments and citizens. We're driven by our purpose: to create better outcomes – for our employees, clients and customers, suppliers and partners, investors, and society. We're committed to being a responsible business – in how we operate, serve society, respect our people and the environment, and deliver attractive returns to our investors.

Every day we help millions of people, by delivering innovative solutions to transform and simplify the connections between businesses and customers, governments and citizens. We partner with clients and provide them with the insight and cutting-edge technologies that give time back, allowing them to focus on what they do best and making people’s lives easier and simpler. We operate in the UK, Europe, India and South Africa and currently have 55,000 talented people working in our three divisions: Capita Experience, Capita Public Service and Capita Portfolio.

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