Manager - CRM and sales transformation

EY

8+ yrs Kolkata Full Time Hybrid (office + remote)
EY logo
Posted : 3 weeks ago

Job description

EY's Global Delivery Services is seeking a Manager for CRM and Sales Transformation to spearhead initiatives within the Customer practice. This role involves blending CRM strategy, sales effectiveness, commercial operating model design, and delivery excellence. You will guide clients in optimizing lead-to-cash processes, enhancing pipeline discipline, improving customer engagement, boosting sales productivity, and driving CRM adoption.

Collaborate with senior stakeholders to assess sales and CRM maturity, develop transformation roadmaps, and implement practical solutions that elevate conversion rates, forecasting accuracy, sales governance, and overall revenue realization. Join a global network of diverse teams dedicated to building a better working world.

Responsibilities

Drive CRM and sales transformation initiatives, supporting pipeline development and client expansion. Contribute to proposals, RFPs, and executive presentations, while developing GTM strategies for CRM modernization and sales effectiveness. Design practical offerings for sales process standardization, pipeline governance, and digital selling enablement.

Lead workstreams from assessment through implementation, evaluating sales processes, CRM usage, data quality, and forecasting. Design CRM-enabled operating models, sales process frameworks, and performance dashboards. Drive standardization across customer engagement workflows and leverage sales analytics, automation, and AI-enabled insights to enhance selling discipline and productivity. Develop business cases and financial models to quantify improvements in revenue, productivity, and forecasting.

Qualifications

A minimum of 8 years of experience in CRM transformation, sales transformation, commercial excellence, revenue growth strategy, sales operations, or customer engagement transformation is required. Consulting experience is highly desired. Proven ability to support or lead CRM-enabled sales transformation programs, CRM adoption initiatives, or sales performance improvement initiatives is essential.

Possess a strong understanding of lead management, opportunity management, pipeline governance, account planning, forecasting, territory planning, customer data, and sales performance metrics. Hands-on experience with CRM platforms, sales analytics, workflow automation, sales enablement tools, or sales process redesign is necessary. Excellent stakeholder management, communication, problem-solving, and project delivery skills are critical for success in this role.

Essential Skills

CRM StrategySales EffectivenessCommercial Operating Model DesignLead-to-Cash ProcessesPipeline ManagementCustomer EngagementSales ProductivityCRM ImplementationStakeholder ManagementBusiness DevelopmentProposal WritingSolution DesignGo-to-Market StrategySales Process StandardizationAccount PlanningDigital SellingThought LeadershipClient EngagementDelivery ExcellenceData QualityForecastingPerformance DashboardsSales AnalyticsAutomationAI-enabled Sales InsightsBusiness Case DevelopmentFinancial ModelingProject ManagementTeam ManagementMentoring

Good to Have

Salesforce Sales CloudMicrosoft Dynamics 365 SalesHubSpotOracle CXSAP Sales CloudGenerative AI for SalesNext-Best-ActionLead ScoringIntelligent Account Planning

More Details

RoleManager - CRM and sales transformation
IndustryManagement Consulting
DepartmentSales, Customer Relationship Management (CRM)
Employment TypeFull Time, Hybrid (office + remote)

About the Company

EY Global Delivery Services ( EY GDS) logo

EY Global Delivery Services ( EY GDS)

Management Consulting

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