Job Description:

Business Executive to Chairman - Sales, Marketing & CRM (AGM Level)

Job Summary:

We are looking for a highly analytical, strategic, and business-oriented professional to work closely with the Chairman in monitoring, analyzing, and driving performance across Sales, Marketing, and Customer Relationship Management (CRM). The role will serve as a strategic business coordination interface between the Chairman and various departmental heads, ensuring alignment of business objectives, effective execution of strategic initiatives, and achievement of organizational goals.

The ideal candidate should possess strong expertise in business strategy, performance analytics, sales and marketing effectiveness, CRM operations, and executive-level stakeholder management. The role requires the ability to translate business data into actionable insights, identify growth opportunities, track key performance indicators (KPIs), and drive cross-functional initiatives to improve business performance.

Key Roles & Responsibilities:

- Work closely with the Chairman to formulate, review, and execute business strategies aligned with organizational objectives.

- Translate the Chairman's vision and strategic priorities into actionable plans, milestones, and measurable outcomes.

- Conduct business analysis to identify growth opportunities, operational gaps, market trends, and areas for improvement.

- Support strategic decision-making through data-driven insights, business forecasts, and performance reports.

- Monitor the implementation of strategic initiatives and ensure timely execution by respective department heads.

- Monitor sales performance, revenue targets, pipeline development, conversion rates, and overall business growth.

- Analyze sales data to identify performance gaps, emerging trends, and opportunities for revenue enhancement.

- Work with sales leadership to develop action plans for achieving business targets and improving sales productivity.

- Review sales forecasts, target achievement, customer acquisition, and revenue projections.

- Evaluate sales strategies, channel effectiveness, and business development initiatives to improve market penetration.

- Review marketing strategies, campaigns, and initiatives to ensure alignment with business objectives.

- Analyze campaign performance, lead generation, customer acquisition costs, and return on marketing investment.

- Identify opportunities to strengthen brand positioning, market reach, and customer engagement.

- Coordinate with marketing leadership to assess campaign effectiveness and recommend improvements.

- Track market intelligence, competitor activities, and industry trends to support strategic planning.

- Monitor CRM performance, customer engagement, retention, satisfaction, and customer lifecycle metrics.

- Analyze customer data to identify buying patterns, retention opportunities, and potential revenue growth.

- Review customer feedback, escalations, and service-related trends to recommend corrective actions.

- Collaborate with CRM and customer-facing teams to improve customer experience and relationship management.

- Support initiatives focused on customer retention, repeat business, cross-selling, and upselling.

- Develop and review dashboards, MIS reports, and performance scorecards covering Sales, Marketing, and CRM.

- Track key business KPIs, targets, budgets, forecasts, and actual performance against planned objectives.

- Prepare periodic business reviews, executive summaries, and strategic recommendations for the Chairman.

- Conduct root-cause analysis of performance deviations and recommend actionable solutions.

- Leverage advanced Excel, Power BI, or similar analytical tools to generate meaningful business insights.

- Act as a key coordination interface between the Chairman and departmental heads, including Sales, Marketing, CRM, Finance, and Operations.

- Conduct periodic reviews with functional leaders to assess progress against business priorities and strategic goals.

- Ensure clear communication of management directives, action points, responsibilities, and deadlines.

- Track closure of critical business decisions and escalate risks, bottlenecks, and execution challenges.

- Drive accountability, collaboration, and timely execution across departments without losing sight of overall business priorities.

- Prepare presentations, business review documents, and decision-support reports for the Chairman.

- Participate in strategic meetings and ensure follow-up on key decisions and agreed action plans.

- Conduct feasibility assessments, business case evaluations, and market research for new initiatives.

- Support special projects, business transformation initiatives, and process improvement programs.

- Handle confidential business information and sensitive strategic matters with discretion and professionalism.

Required Skills & Competencies:

- Strong business strategy, strategic planning, and execution capabilities.

- Excellent analytical, quantitative, and problem-solving skills.

- Hands-on understanding of sales performance management, marketing analytics, and CRM processes.

- Strong business acumen and the ability to interpret complex data for senior management.

- Expertise in MIS reporting, KPI tracking, business dashboards, and performance analysis.

- Proficiency in MS Excel and PowerPoint; experience with Power BI, Tableau, or similar BI tools is preferred.

- Excellent communication, presentation, and executive stakeholder management skills.

- Strong cross-functional coordination, project management, and follow-up capabilities.

- Ability to influence senior stakeholders and drive accountability across departments.

- High levels of ownership, discretion, organizational skills, and attention to detail.

- MBA/PGDM in Business Administration, Marketing, Strategy, Finance, or a related discipline from a reputed institution is preferred.

- 7 - 12 years of relevant professional experience in business strategy, sales strategy, business planning, management consulting, CEO/Chairman's Office, or business performance management.

- Experience working closely with senior leadership, CXOs, business heads, or founders will be an advantage.

- Proven exposure to sales and marketing performance analysis, CRM, business reviews, and cross-functional strategic initiatives.

- Demonstrated ability to work in a fast-paced, high-accountability environment and manage multiple business priorities.