Sales Operations I

Job Summary

To support in tracking sales metrics and implementing KPIs for reporting. Provide reporting, hygiene checks, action tracking, and operational analysis for the OpenAI alliance business

Key Responsibilities

• Prepare weekly pipeline, bookings, revenue, and action-tracker dashboards.

• Audit CRM tagging and data quality for Excalibur/OpenAI opportunities.

• Track governance actions, escalations, investments, and decision logs.

• Maintain the source-of-truth repository for playbooks, assets, and QBR materials.

Skill Requirements

Data Analysis

• Pipeline, bookings, revenue tracking

• Trend identification and variance analysis

Advanced Excel

• Pivot tables, lookup functions, data cleaning

• Dashboard structuring

Stakeholder coordination

Documentation & Repository Management

• Maintaining playbooks, QBR materials, assets

Other Requirements

Quantifiable KPPs

KPPTarget / Measurement

Dashboard timeliness

Weekly dashboard published before operating review 100% of weeks

Data completeness

=95% data completeness for mandatory opportunity fields

Exception closure

=90% of CRM hygiene exceptions closed within 5 business days

Action tracking

100% governance actions captured with owner, due date, and status