Sales and Marketing Ops & Analytics Lead

Indore/Raipur

Role Overview

The Tech Operations Lead will own the administration, reporting, and analytics of the organization’s CRM & Marketing platforms, project management tools, and collaboration tools, and act as the central point of ownership for Tech Operations across internal SaaS platforms.

This role ensures system reliability, data accuracy, operational efficiency, and visibility across Sales, Marketing, Operations, and Leadership, serving as a bridge between business teams and technology platforms.

1. Own administration and configuration of CRM & marketing platforms (e.g., Salesforce, Jira), including workflows and automations.
2. Build and maintain dashboards and reports for Sales, Marketing, and Leadership KPIs (pipeline, funnel, campaigns, productivity).
3. Administer internal SaaS tools (e.g., Jira, Confluence, Slack, Google Workspace, Zoom) and ensure stable day-to-day operations.
4. Manage user onboarding, offboarding, access control (RBAC), permissioning, and license provisioning across platforms.
5. Maintain data quality, governance, and consistency across CRM and connected systems (imports/exports, deduplication, validations).
6. Act as first-level triage for operational issues and coordinate resolution with vendors or internal teams; track incidents to closure.
7. Support change management: testing, release coordination, documentation of changes, and stakeholder communication.
8. Drive process efficiency by identifying manual steps and implementing workflow automation across tools.
9. Maintain SOPs, admin documentation, platform standards, and end-user enablement guides.
10. Partner with Sales, Marketing, Ops, HR, and Leadership to align tool usage, reporting definitions, and operational handoffs.

1. Strong hands-on administration experience with Salesforce (preferred) or similar CRM platforms.
2. Expertise in dashboards, reporting, and KPI-driven analytics.
3. Working knowledge of SaaS administration, access controls, and license management across multiple platforms.
4. Strong understanding of sales/marketing operations workflows and data lifecycle (Lead → Opportunity → Customer).
5. Structured problem-solving with ability to manage issues end-to-end (triage → vendor/internal coordination → closure).
6. Strong stakeholder management, communication, and documentation discipline.

Salesforce, HubSpot, Jira, Confluence, Slack, Google Workspace, Zoom (or equivalent platforms)

• Leadership adoption of dashboards as the single source of truth for key KPIs.
• Improved CRM and platform data quality (reduced duplication, fewer reporting mismatches).
• Faster issue resolution and reduced recurring operational incidents through structured triage and RCA tracking.
• Reduced manual reporting and operational overhead via automation and standardized processes.
• High user adoption and smoother onboarding/offboarding with consistent access governance and documentation.