Headsup B2b
Sales Operations Executive
Skills
8 months ago
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Important information
Contract type:
Permanent
Location:
Delhi, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
The Sales Operations Executive will be responsible for ensuring end to end sales process hygiene, CRM accuracy, and MIS discipline across categories. The role acts as a central coordination point between Sales, Procurement, and Finance teams, enabling smooth order execution and reliable data flow.
Responsibilities
1. Sales MIS and Reporting
- Prepare and maintain daily, weekly, and monthly MIS covering pipeline, orders, dispatches, and collections
- Ensure alignment and consistency of data across CRM, sales trackers, and finance reports.
2. Inter-Department Coordination and Collaboration
- Work with Procurement teams to track order confirmation, material availability, and dispatch timelines
- Liaise with Finance teams to align on billing, collections status, credit approvals, and reconciliations
3. Client Relationship and Operational Support
- Support sales teams in client coordination, follow-ups, and documentation sharing
- Maintain updated client contact databases and communication logs
- Assist in scheduling meetings, calls, and follow-up actions to ensure continuity
4. Order Tracking and Execution Support
- Track order status from confirmation to dispatch and delivery
- Ensure timely updates are shared with sales, procurement, and finance teams
5. Documentation, CRM, and Data Management
- Maintain accurate and well-organised records across CRM and internal trackers for leads, clients, opportunities, quotations, purchase orders, invoices, and client communications
6. Data Authenticity and Process Hygiene
- Validate data received from sales teams before updating CRM or MIS trackers
- Ensure all entries are supported by relevant approvals, quotations, or documentation
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