Intellectyx is looking for Business Operations Specialist who has prior experience in sales operations, proposal writing, RFP management, cross-functional team collaboration. Please find the detailed description below and apply for the role if it fits you.
Interested candidates can reach out to divyadharshini@intellectyx.com
About The Role:
The Business Operations Analyst will be responsible for accessing internal team processes and identifying opportunities for continuous improvement. It involves analyzing data, workflows, evaluating performance, and offering actionable insights to enhance efficiency, optimize operations and reduce costs. This role ensures collaboration with multiple teams Finance, Sales, Marketing, HR to provide a collective outcome.
EXP : 8+ yrs
Mode: WFO - Coimbatore, Tamilnadu.
Key Qualifications:
Bachelors degree in Business Administration, Marketing, Communications, or a related field.
8+ years in sales operations, RFP management, or a similar role.
Demonstrated success in managing RFPs and improving win rates through actionable feedback.
Exceptional writing, editing, and analytical skills.
Proficiency in RFP tools (e.g., RFPIO, LoopIO) and CRM platforms (e.g., Salesforce).
Strong organizational and project management abilities.
Detail-oriented, proactive, and results-driven.
Excellent communicator and collaborator across diverse teams.
Adaptable and committed to continuous improvement.
Key Responsibilities:
1. Data Analysis.
Collect and analyze operational data from various sources, including internal databases, financial systems, and performance reports.
Create detailed reports and dashboards to track key performance indicators (KPIs), identify trends, and present findings to stakeholders.
Conduct root cause analysis for operational issues, inefficiencies, and performance gaps.
2. Process Improvement /Streamlining process
Help in simplifying and improving the process by eliminating unnecessary steps, reducing complexity and optimizing the workflow.
Evaluate and analyze internal processes, identifying bottlenecks, inefficiencies, and areas for improvement.
Provide actionable recommendations for process improvements, cost reduction, and overall operational efficiency.
3. Managing the CRM
Manage and maintain the CRM system (e.g., Salesforce, HubSpot) to ensure it meets operational and sales needs.
Monitor CRM data accuracy, ensuring that leads, opportunities, and customer data are up-to-date and correctly entered.
Provide user support and training for sales and operational teams to maximize CRM effectiveness.
Collaborate with the sales and marketing teams to ensure CRM processes align with customer engagement and acquisition strategies.
4. Continuous Improvement
Develop and execute action plans based on debrief findings to address identified gaps and enhance the quality of future process.
Collaborate with leadership team to integrate feedback into training, tools, and best practices.
Monitor the effectiveness of implemented changes and provide regular updates to Management.
5. Cross-Functional Collaboration
Act as the primary liaison between sales, marketing, legal, Product, HR, and technical teams to gather relevant inputs for proposals.
Foster a collaborative environment to ensure alignment on proposal objectives and client needs.
Coordinate with finance and legal teams to address pricing, compliance, and contractual elements.
6. Content Management and Knowledge Sharing
Build and maintain a centralized repository of reusable content, templates, case studies, and FAQs.
Regularly update the repository with the latest company achievements, market insights, and best practices.
Train team members and stakeholders on accessing and utilizing the repository effectively.
7. Metrics, Analytics, and Reporting
Track win/loss rates and other key metrics to evaluate proposal performance and identify trends.
Prepare and present regular reports to sales leadership on RFP activity, outcomes, and recommendations.
Use data-driven insights to enhance proposal strategies and increase success rates.
Focus on Sales OKR's like Sales Efficiency, Conversion Ratio, Sales and Lead Pipelines, Sales Funnel Analysis, Revenue Analysis etc.
8. Proposal Writing and Submission
Lead the development and writing of customized proposals that address client-specific needs and challenges.
Collaborate with subject matter experts (SMEs) across departments to ensure technical and operational accuracy.
Highlight the companys value propositions, differentiators, and competitive strengths in each proposal.
Perform quality checks to ensure proposals meet all client specifications, branding standards, and compliance requirements.
Oversee the final submission of proposals, ensuring format and delivery align with client expectations.
9 . Debrief and Analysis for Lost Proposals
Facilitate debrief sessions with clients and internal teams for proposals that were not awarded.
Analyze client feedback to identify gaps, weaknesses, and improvement opportunities in proposal submissions.
Document lessons learned and share findings with stakeholders to inform future strategies.
10. Strategic Alignment
Partner with sales leadership to ensure proposal efforts align with overall business goals and revenue objectives.
Integrate market research and competitive intelligence into proposal strategies to improve competitiveness.
Contribute to strategic planning sessions to prioritize high-impact opportunities.
11. Leadership and Mentorship
Lead and mentor team members involved in the RFP process, fostering a culture of excellence and accountability.
Provide guidance on best practices in proposal writing, project management, and client engagement.
