Description:
Role & Responsibility:
- Sales Data Management & Reporting.
- Compile, clean, and analyze sales performance data across all hospital units and verticals (corporates, PSUs, TPAs, wellness, etc.
- Generate daily, weekly, and monthly dashboards and MIS reports to track revenue, patient footfalls, lead conversion, and performance against targets.
- LeadSquared CRM Data Analysis.
- Extract and analyze lead data from LeadSquared CRM to monitor funnel efficiency, lead quality, source performance, and sales closures.
- Track lead movement across stagesallocation, follow-up, conversion, and reengagementand highlight drop-offs and bottlenecks.
- Collaborate with BD teams to improve usage, compliance, and quality of data entry in LeadSquared.
KPI Monitoring & Forecasting:
- Maintain key sales KPIs including revenue vs. target, lead-to-admission ratio, unit wise growth, AR trends, and DSO metrics.
- Support sales forecasting and performance benchmarking for monthly and Quaterly reviews.
- Strategic Insight & Executive Support.
- Provide actionable insights to the National Sales Head for key initiatives such as regional sales performance, campaign ROI, and new vertical evaluation.
- Assist in building board level and leadership presentations with visual data summaries and trends.
- Crossfunctional Coordination.
- Work with marketing, finance, billing, and hospital operations teams to ensure alignment and accuracy of data across systems.
- Reconcile CRM data (LeadSquared) with finance/billing records to ensure accurate reporting and reduce anomalies.
- Automation & Data Quality Improvement.
- Develop automated reports and real-time dashboards using Excel, Power BI, or Google Data Studio integrated with LeadSquared.
- Monitor CRM hygiene, drive SOPs for data governance, and support training for end users on CRM compliance and analytics.
Skills Required:
- LeadSquared CRM Expertise.
- Sales Analytics & KPI Tracking.
- Advanced Excel & Reporting Tools.
- Business Acumen & Strategic Thinking.
- Attention to Detail & Cross-functional Collaboration.
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