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Posted 10 Jul 2026

Data Insights and Analyst

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Team
CGI India Global Delivery Center
Posted
10 Jul 2026

About the role

Role Overview

The Tech Services Revenue Operations & Automation Analyst role serves as the operational backbone of the Tech Services function. Responsibilities include managing and optimising the revenue pipeline, improving operational processes, and enabling data-driven decision-making. The role ensures visibility, consistency, and efficiency across opportunity tracking, partner coordination, and service execution workflows, thereby supporting the business and maintaining seamless operations.

Tech Stack Requirements

• Microsoft Excel (Advanced): data analysis, pivot tables, lookups, basic modelling 

• Power BI (or equivalent BI tools): dashboard creation, data modelling, and visualization 

• Power Query: data transformation and consolidation from multiple sources 

• Microsoft Power Apps & Power Automate: workflow automation and process digitization (preferred) 

• CRM Systems (e.g., Salesforce): understanding of pipeline tracking, data structures, and synchronization 

• Microsoft Planner / SharePoint / Teams: task management, collaboration, and workflow tracking 

• AI & Automation Tools: exposure to AI-enabled workflows (e.g., Microsoft Copilot, AI-based data analysis, or workflow automation) and ability to identify opportunities to apply AI for improving efficiency and insights

Key Responsibilities

• Keep the Tech Services pipeline up to date and reliable — make sure every opportunity is tracked correctly from start to finish

• Own the data — ensure accuracy, completeness, and consistency across all tracking systems and reports

• Build and maintain dashboards that clearly show pipeline health, conversion, and revenue progress.

• Generate regular reports and highlight what’s moving, what’s stuck, and where attention is needed.

• Support forecasting by organizing and analysing pipeline data and trends and stay on top of pipeline movement and follow up with stakeholders to keep things progressing.

• Work closely with sales, portfolio, and partner teams to keep information aligned and updated.

• Manage tools like Planner, Power Apps, and Power Automate to keep workflows running smoothly

• Identify repetitive/manual work and help automate or simplify it.

• Ensure alignment between internal tracking tools and systems like Salesforce

• Track partner involvement across opportunities and highlight gaps or delays

• Continuously look for ways to improve how things are tracked, reported, and executed.

Qualifications

• 5-9 years in Data Analytics/ Revenue Operations/Process Automation

• Bachelor back ground

Value-Driven Outcomes

• Enhanced operational efficiency enabling scalability of Tech Services processes

• Revenue pipeline managed >5 mil Euros

• Cost of effort reduced by 40%

• Data accuracy and reliability across enterprise pipeline and reporting systems 

• Reduced manual effort through effective automation and streamlined workflows 

• Increased alignment between pipeline data, CRM systems, and execution tracking 

• Identification of trends, gaps, and inefficiencies to support continuous improvement

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