The National Office, a key Strategic Enabler in our new model, is comprised of professionals with various areas of focus that collectively provide mission critical services to support Deloitte’s overall success. Whether focused on project financials, quality and risk management, methods and tools, sales excellence, talent, leadership support, or other activities these professionals ensure that our Firm operates efficiently, and our people are able to effectively serve clients every day.
Work you'll do
This role is critical to enabling streamlined operations, effective alliance management, and data-driven decision-making across the Growth Platforms organization. This role supports the enhancement and governance of CRM tools, manages reporting deliverables, and drives project management activities that enable leadership visibility and strategic alignment.
CRM/Jupiter Management
- Utilize, manage, and continuously enhance Deloitte CRM tools to support Growth Platforms business needs and reporting requirements.
- Enforce CRM/Jupiter guidance, standards, and policies across stakeholders.
- Maintain all Growth Platforms-related CRM data, including alliance and tech relationships, product information, non-tech relationships, and other required reporting fields.
- Process and fulfill CRM access requests, license provisioning, alliance profile setup, expanded access, and Tableau CRM permissions daily to maintain accurate system access controls.
- Execute Jupiter tagging activities as required to ensure correct categorization of Growth Platforms data within CRM systems.
Project Management
• Act as the team POC by monitoring and responding to inquiries in the shared inbox daily, ensuring timely and professional communication with Growth Platforms stakeholders
• Develop agendas and drive meetings on a bi-weekly basis to support strategic alignment and effective discussions for the Reporting Team
• Document key decisions, action items, and meeting notes bi-weekly in Airtable to ensure transparency and accountability.
• Update PMO Airtable databases daily to track deliverables and maintain current pipeline and reporting workflows.
• Design and manage Airtable forms, automations, and workflows to streamline data collection and operational processes.
• Develop, standardize, and document team processes, ensuring resources are organized and accessible within SharePoint.
Reporting and Analytics
- Serve as a primary resource for CRM reporting, report templates, dashboard creation, and visualization design in support of Growth Platform initiatives.
- Drive continuous improvement in standardized reporting, analytics methodologies, and operational insights.
- Develop and maintain automated dashboards for real-time visibility into pipeline and performance metrics.
- Provide actionable, data-driven insights that support leadership decision-making and strategic planning.
- Track and report on key metrics such as pipeline conversion, win rates, and sales performance.
- Ensure accuracy and data integrity through ongoing validation and reconciliation across CRM and reporting platforms.
- Support ad hoc analyses and executive-level reporting requests with high-quality deliverables.
- Manage and maintain visualization tools, including Power BI and related analytics technologies.
The team
The team member will be joining Deloitte Consulting’s National Office Sales Excellence organization, which owns the end-to-end sales life cycle process and drives sales success to support Consulting’s overall success through a range of advisory and analytical services. Within Sales Excellence, the Pricing and Commercial Deal Support team is a highly motivated and energetic group of specialized sales professionals that serve as trusted advisors in crafting tailored deals that meet our clients’ needs.
Deloitte Consulting’s National Office is comprised of professionals with various areas of focus that collectively provide mission critical services internally to support Consulting’s overall success. Whether focused on project financials, quality and risk management, methods and tools, sales excellence, talent, leadership support, or other activities, these professionals ensure that our Firm operates efficiently and that our people can effectively serve clients every day.
Location: Hyderabad
Shift Timings: 11 AM to 8 PM
Qualifications
Required:
- Proficiency in Excel, including advanced functions (e.g., VLOOKUP/XLOOKUP, pivot tables, etc.)
- Strong analytical and problem-solving skills with the ability to translate data into meaningful insights.
- Ability to communicate effectively with stakeholders across various levels of the organization.
- Strong organizational skills with the ability to manage multiple priorities, deadlines, and workflows.
- Experience with reporting, dashboard development, and performance analytics.
- Familiarity with project management tools and collaborative platforms such as Airtable and SharePoint.
Preferred:
- Experience using Generative AI tools to support analytics, reporting automation, insights generation or workflow optimization
- Experience with Jupiter tagging and tracking processes.
- Experience with Salesforce CRM Analytics (CRMA) and Salesforce Lightning reporting.
- Proficiency with Power BI or other data visualization platforms.
- Understanding of alliance management processes and reporting