Sales Operations Executive

Key Responsibilities

• Support the sales team with day-to-day sales operations and administrative activities.
• Maintain and update customer, prospect, and opportunity information in the CRM system.
• Prepare and maintain sales reports, dashboards, and performance trackers.
• Track leads, opportunities, quotations, proposals, and sales pipelines.
• Coordinate with Sales, Finance, Marketing, and other internal teams to ensure smooth sales processes.
• Assist in preparing quotations, proposals, presentations, and sales-related documents.
• Monitor sales activities and follow up on pending actions with relevant stakeholders.
• Maintain accurate records of customer interactions, deals, and sales documentation.
• Support sales forecasting and pipeline reviews.
• Assist with order processing, invoicing coordination, and documentation where required.
• Identify gaps or inefficiencies in sales processes and suggest improvements.
• Ensure timely and accurate completion of sales-related reports and MIS.
• Support the sales team in meeting operational and business requirements.

Requirements

• Bachelor’s degree in Business Administration, Commerce, Marketing, or a related field.
• 2–3 years of experience in Sales Operations, Sales Coordination, Business Operations, or a similar role.
• Hands-on experience with CRM systems such as Salesforce, HubSpot, Zoho, or similar platforms.
• Good knowledge of MS Excel/Google Sheets and reporting.
• Strong organizational and time-management skills.
• Good analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Ability to coordinate with multiple teams and manage competing priorities.
• Experience in the technology, cloud, SaaS, or IT services industry is an advantage