Role Overview:
Aligned to specific customer accounts, the Sales Finance Analyst will play a critical role in supporting the opportunity lifecycle, quoting, contracting, forecasting, and compliance processes. This role requires a strong analytical mindset, attention to detail, and the ability to collaborate cross-functionally with Sales, Pricing Operations, Compliance, Legal, and Finance teams.
Key Responsibilities:
- Monitor customer entitlement and usage data regularly to identify discrepancies or potential overages.
- Collaborate with Pricing Operations and Compliance to resolve entitlement or usage data issues.
- Send monthly entitlement and usage reports to customers and account executives.
- Analyze current customer licensing, product usage, and identify new revenue opportunities.
- Support customer renewals and transitions to new commercial models.
- Work closely with Compliance to onboard customers and validate subscription usage data.
- Ensure accuracy and completeness of Quotes and Order Forms.
- Ensure all Orders comply with pricing and discount policies.
- Interface with Deals Desk, Finance, Legal, and Use Verification teams for revenue recognition and special terms & conditions.
- Coordinate with Order Management to ensure accurate booking of sales opportunities in ServiceNow.
- Support Sales teams in ensuring customer licensing compliance.
- Follow up with customers for additional information and maintain strong relationships with Sales teams.
Qualifications & Experience:
- MBA (Finance) from a top B-School / CA / ICWA with at least 2 years of relevant experience
- OR
- Engineering or Management degree from a top B-School
- Experience in Corporate Strategy, Development, or M&A roles is preferred.
- Proven experience supporting Sales Representatives and managing Sales Territories.
- Proficiency in Microsoft Office Suite (especially Excel, PowerPoint, Word).
- Experience with CRM systems; Salesforce experience is highly preferred.
- Familiarity with ServiceNow or similar sales automation tools.Skills & Competencies:
- Strong analytical, critical thinking, and problem-solving abilities.
- Excellent communication and presentation skills.
- Organized with high attention to detail.
- Ability to prioritize and manage multiple projects under tight deadlines.
- Effective written and verbal communication.
- Team player with a positive attitude and collaborative mindset.
- Results-driven with a desire to learn and grow.
- Ability to tactically execute and write effectively.
- Experience leveraging AI tools or insights to enhance decision-making or workflow automation is a plus.
Why Join Us?
This role offers a unique opportunity to work at the intersection of Sales, Finance, and Strategy, contributing directly to revenue growth and operational excellence. You’ll be part of a dynamic team that values innovation, collaboration, and continuous improvement.
Job Type: Full-time
Pay: Up to ₹2,026,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Internet reimbursement
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
- Work from home
Application Question(s):
- Experience on Salesforce?
Work Location: In person