Unit Sales Manager-Retention

Job description

Role & responsibilities Functional /Business Responsibilities: • The role involves driving customer retention through data driven insights, structured performance management, and effective stakeholder communication. • The role requires strong analytical capability, advanced Excel skills, and the ability to influence, enable, and engage the sales force to improve renewal performance. • Analyze retention performance across segments, cohorts, channels, and agents to identify trends, gaps, and growth opportunities. • Build and maintain daily/weekly/monthly dashboards using advanced Excel (pivot tables, lookups, slicers, conditional formatting, MIS automation). • Generate insights for leadership and ground teams with clear action recommendations. • Ensure accuracy, sanity checks, and standardization of all data reports shared across teams. • Track key KPIs such as MTD retention %, T%, T+NOP%, NCB/value cohorts, OEM performance and highlight risk areas proactively. • Drive retention improvement plans in collaboration within team and internal sales teams. • Ensure adherence to defined processes for renewal calling, customer communication, and data updation. • Coordinate with Data Team and IT for dashboard enhancements, system access issues, and process automation requirements. • Support field teams with insights, interventions, and structured follow-ups to improve performance. • Conduct training on retention processes, system usage, dashboards, and analytical tools. • Create clear communication (emails, updates, trackers, SOPs) for leadership and field teams. • Assess team skill gaps and drive capability improvement through structured learning modules. • Maintain high-quality stakeholder communication crisp, professional, and insight-led. Preferred candidate profile • Strong analytical mindset with ability to derive insights from large datasets. • Advanced Excel proficiency: Pivot tables, V/HLOOKUP, XLOOKUP, dashboards, MIS automation. • Comfort with data interpretation, trend identification, and prioritization logic. • Excellent verbal and written communication skills in English and Hindi. • Ability to present insights and action points clearly to leadership and field teams. • Strong stakeholder management across internal teams