Analyst - CRM and Business Intelligence

Location: Bangalore Employment Type: Contract, 12 months Function: Business Intelligence, Sales / CRM & Data About Sattva We are an organization driven by the mission to end poverty in our lifetime. Our work focuses on scalable solutions for sustainable social impact. We work with our clients - corporations, philanthropists, foundations, and social organizations - to achieve social impact goals effectively and maximize the social return on their investment. Deep understanding across sectors and collaboration with multiple stakeholders drive our work. This approach helps us, and our clients develop holistic solutions for solving critical societal problems. We are driven by impact and powered by knowledge. We bring the right balance of the head-heart-hand to our work. Our work is powered by the passionate energy of our mission-driven young team, guided by the strong leadership and advisory board with multi-dimensional experience in business and social sectors. Our team of 400 (and growing rapidly) across offices in Bangalore, Mumbai, and Delhi comes with stellar professional credentials from diverse backgrounds and is bound together by our common commitment to social impact.

The opportunity As Sattva grows, we are building a more structured way of managing sales and client relationships. Our CRM system is central to this effort. For CRM to be useful, the data needs to be: accurate

regularly updated

easy to use for teams

This role will help ensure that happens. You will work closely with business teams to keep data clean, complete, and usable, and support basic reporting and insights.

Role Mandate

This role focuses on three things: Keeping CRM data clean and reliable

Working with teams to ensure data is updated regularly

Supporting reporting and basic analysis from CRM data

You will work with business teams, sales teams, and marketing to ensu re CRM becomes a trusted system across the organisation. Key Responsibilities

1. Data Quality and Management Keep CRM data accurate and complete across accounts, leads, and opportunities

Regularly clean data, remove duplicates, and fix errors

Ensure correct use of fields such as industry, lead source, and deal stage

Support adding and organising past data into the system

1. Coordination with Business Teams Work with teams to ensure deals and accounts are updated on time

Follow up on missing or incorrect data

Help teams understand how to use CRM properly

Act as the go-to person for CRM data-related questions

1. Reporting and Basic Analysis Track movement of deals across stages

Prepare simple reports on pipeline, lead sources, and conversions

Highlight gaps or issues in the data

Support preparation of data for internal reviews

Qualifications and Experience

• Bachelor’s degree in Business, Economics, Engineering, Data, or related fields

• 1–2 years of experience in data, CRM, sales operations, or similar roles

• Exposure to Salesforce or any CRM tool is preferred

Skills and Competencies

• Comfort with data: Able to work with large datasets carefully and accurately

• Excel skills: Good working knowledge of Excel for cleaning and analysing data

• CRM familiarity: Basic understanding of how CRM systems work

• Attention to detail: Able to spot and fix errors in data

• Coordination skills: Comfortable working with multiple teams and following up

• Structured thinking: Able to organise data and information clearly

• Why This Role Matters This role will help make CRM a system that teams can rely on. Good data will improve how we track sales, manage relationships, and make decisions. Over time, this role can grow into deeper work in sales operations, analytics, and CRM management.

• Why Sattva? It's not about us really- Because IMPACT is everybody’s business. Create Impact: Make an impact with the work you do and solutions you design

• Work Environment: Thrive in a diverse, inclusive and collaborative environment

• Learn & Grow: Challenge yourself to learn, grow and deliver the best you can

• Future Ready: Work on critical issues of today that will affect our collective tomorrow

We cultivate a supportive and inclusive work environment for all our employees and reinforce diversity in our workplace. All applications regardless of race, religion, caste, colour, place of origin, gender, sexuality, disability and age will be welcome and will be fairly evaluated as per the requirements of the role. Please note: The organization follows a Bring Your Own Device (BYOD) policy, under which employees are required to use their personal laptops for work purposes, subject to compliance with the company’s information security and IT policies. Necessary tools for operating, like MS office etc, will be provided.