Sales Operations Analyst

Universal Hr Solutions

0 - 4 years

5 - 8 Lacs

mumbai

Posted:1 day ago| Platform:

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Skills Required

sales analysis sales operations excel report preparation sales report reports and dashboards google sheets invoice processing purchase order excel sheet pivot table excel vlookup crm

Work Mode

Hybrid

Job Type

Full Time

Job Description

We are hiring for an AI product & IT consulting company (MSME registered) based in Mumbai.

The joining will be immediate, so a Mumbai native or an immediate relocating candidate will be preferred (Expected joining date max 7 days from the offer letter). One week's accommodation might be provided.

Key Responsibilities

Prepare, maintain, and deliver recurring and ad-hoc sales, billing, and revenue reports using

Excel/Google Sheets (daily, weekly, monthly).

Maintain resource management data (start/end dates, billable status, allocation) and keep the revenue/project tracker up to date.
Collect, validate, and reconcile timesheets; convert timesheet data into invoice-ready records.
Validate invoices and upload them to client/vendor portals; follow up on submission status and resolve rejections.
Coordinate with Accounts and Collections teams to obtain approvals and to resolve invoice discrepancies.
Support CRM operations as needed.
Maintain a source of truth for billing cycles, revenue projects, and invoicing schedules.
Document processes, suggest small automations or template improvements, and implement best practices to reduce errors.

Ideal Candidate Profile

1 - 4 years of experience in sales operations, finance operations, billing, or similar.
Intermediate/Advanced Excel skills: Pivot tables, XLOOKUP/INDEX-MATCH, Data visualization.
Practical experience validating and uploading invoices to vendor/client portals.
Hands-on with CRM (Freshworks / Zoho / HubSpot / MS Dynamics), at least data entry and report

extraction.

Basic knowledge of invoicing concepts (PO matching, invoice numbering, GST basics in India).
Excellent attention to detail and strong communication skills for cross-team coordination.

Nice to have

VBA / Excel macros or Power Query automation experience.
Experience with Power BI / Tableau for dashboards.
Prior experience working with large client/vendor portals and complex submission rules like SAP Ariba.

If selected, you will get a call from the company HR itself.

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