Assistant Manager – Sales Analytics

EXL

Assistant Manager analyzing EXL’s Insurance sales pipeline and growth operations. Managing Salesforce reporting, leadership reviews, strategic initiatives, and executive-ready insights.

Posted 9/11/2026full-timeNoida • 🇮🇳 IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce (SFDC) for pipeline management and reporting, with strong analytical skills to synthesize data into actionable insights. Proven ability to manage cross-functional collaboration and influence stakeholders effectively while maintaining high standards of pipeline hygiene.

Highest-signal resume keywords

Salesforce (SFDC) ManagementSales AnalyticsPipeline ReportingRelationship ManagementData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales OperationsBusiness IntelligenceDashboard CreationAdvanced ExcelPowerPoint SkillsData SynthesisP&L UnderstandingDeal EconomicsBusiness Case DevelopmentPipeline Hygiene Standards

Soft Skills

Strong CommunicationStorytelling SkillsInfluencing Without AuthorityHigh OwnershipProactivity

Certifications & Qualifications

Master’s Degree in BusinessMaster’s Degree in EconomicsMaster’s Degree in Statistics

Industry Keywords

InsuranceFinancial ServicesProfessional ServicesOperationsTechnology Organizations

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Own end-to-end pipeline tracking across the Insurance business unit, including new logos, named accounts, large deals, and strategic accounts
Ensure pipeline data accuracy and timeliness in Salesforce (SFDC)
Create, maintain, and enhance SFDC dashboards
Flag pipeline risks, stalled opportunities, and relevant opportunities to stakeholders
Publish pipeline insights and deal-prioritization views for business-unit leads, Client Executives, and Growth Office leadership
Track and report pipeline-related OKR targets with variance analysis and trend commentary
Prepare and facilitate monthly and quarterly pipeline reviews, business reviews, and growth calls
Own agendas, pre-reads, action trackers, and follow-through for leadership reviews
Support bi-monthly leadership reviews and coordinate cross-functional inputs
Track open actions to closure and proactively escalate blockers
Track Executive Engagement activities and report client relationship health and engagement cadence
Create operating processes and rhythms for strategic initiatives and resolve bottlenecks
Educate and guide sales teams on pipeline hygiene standards and SFDC best practices
Support business case creation, editing, and upkeep for key deals and strategic pursuits
Provide market research and synthesize competitive intelligence
Support the annual Customer Satisfaction Survey by structuring data, identifying themes, and preparing executive-ready summaries
Create and refine presentations for internal leadership audiences
Extract, clean, and analyze sales pipeline data for reporting
Coordinate with sales leadership on project timelines and deliverables
Present findings to large groups and provide strategic recommendations
Support sales change-management initiatives and act as backup for the immediate leader

Requirements

What you’ll need

5–6 years of experience in sales operations, growth operations, strategy, business operations, Sales Analytics, or Business Intelligence
Experience preferably within professional services, operations, or technology organizations
Prior exposure to the Insurance or Financial Services domain is a strong advantage
Hands-on experience with Salesforce (SFDC), including dashboard creation, pipeline management, and reporting
Master’s degree in Business, Economics, Statistics, or a related field
Analytical mindset and ability to synthesize large datasets into decision-ready insights
Advanced Excel and PowerPoint skills
Strong communication and storytelling skills
Ability to connect multiple workstreams, stakeholders, and discussions
Strong relationship management and ability to influence without authority
High ownership, proactivity, and follow-through
Basic understanding of P&L, deal economics, and business case fundamentals

Benefits

Comp & perks

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
Hybrid work arrangement in Noida