Licensed Property & Casualty Agent
Job Description
Remote
Rate- 80k per month
Contract duration: 6 months- 1year
Shift 2pm to 11pm
Role Overview
We are seeking a data-driven Business Analyst to join our Commercial Operations team. You will be the bridge between complex data and strategic decision-making. Your primary focus is optimizing the Salesforce ecosystem and building advanced Tableau dashboards to drive sales performance and operational efficiency.
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Key Responsibilities
- Commercial Insights: Analyze sales pipelines, revenue trends, and territory performance to provide actionable insights to executive leadership.
- Tableau Development: Design, develop, and maintain automated, scalable dashboards that visualize key performance indicators (KPIs).
- Salesforce Administration: Act as the functional expert for SFDC, managing data hygiene, custom reporting, and workflow optimizations for the sales team.
- Process Optimization: Identify bottlenecks in the "Lead-to-Cash" cycle and implement technical solutions to streamline commercial workflows.
- Cross-Functional Collaboration: Partner with Sales, Marketing, and Finance to ensure data consistency across all platforms.
- Training & Adoption: Create documentation and lead training sessions to increase tool adoption among the commercial field team.
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Tehnical Requirements
- Salesforce Mastery: Deep understanding of SFDC objects, validation rules, flows, and reporting modules.
- Tableau Expertise: Expert-level skill in Desktop/Server, including calculated fields, LOD expressions, and data blending.
- Data Architecture: Strong SQL skills for querying large datasets and preparing data for visualization.
- Commercial Acumen: Experience with sales forecasting, quota setting, and incentive compensation models.
- Excel Proficiency: Advanced modeling skills (Pivot Tables, Power Query, VBA) for ad-hoc analysis.
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Qualifications
- Education: Bachelor’s degree in Business, Finance, Data Analytics, or a related field.
- Experience: 3–5 years in a Sales Ops, Biz Ops, or Commercial Ops role.
- Certifications: Salesforce Administrator (ADM 201) or Tableau Desktop Specialist certifications are highly preferred.
- Communication: Ability to translate "data speak" into clear, strategic recommendations for non-technical stakeholders.
Pay: ₹80,000.00 per month
Benefits:
- Work from home
Application Question(s):
- How soon you can join?
- 2.The role is on a contract basis for -126 months and the payroll is
from Sourcedear (third party). due to contract model. Are you comfortable with it?
- The pay is fixed at 80k per month in hand with no PF or ESI, and the payroll is from Sourcedear. Are you interested?
Work Location: Remote
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