Sales Operations Executive

Role Overview

The Sales Operations Executive will serve as the backbone of our sales and partnership

efforts — ensuring smooth coordination, accurate data management, and operational

excellence across all partnership activities. This role is ideal for someone who enjoys structure,

analytics, and supporting a mission-driven sales team.

Key Responsibilities

1. Sales Coordination & CRM Management

• Manage and update the CRM (HubSpot/Zoho) with leads, opportunities, and pipeline
• stages.
• Support the team in preparing pitches, proposals, and MoUs for CSR and institutional
• partners.
• Track communication and follow-ups with prospective clients and ensure timely
• responses.

2. Data & Reporting

• Maintain and analyze sales dashboards, weekly performance reports, and forecast sheets.
• Create data-driven insights for leadership to inform strategy and decision-making.
• Ensure all client and deal documentation is organized and compliant with company standards.

3. Process & Operations

• Support smooth execution of CSR, school, and government partnership projects.
• Coordinate with internal teams — content, finance, and marketing — for proposal, billing, and project updates.
• Identify process bottlenecks and help automate repetitive operational tasks.

4. Collaboration & Support

• Work closely with the Head of Partnerships to monitor sales targets and performance KPIs
• Coordinate with the finance team for invoice generation, payment tracking, and reconciliation.
• Assist in building internal knowledge bases and partnership trackers.

Requirements

• Bachelor’s degree in Business, Management, Marketing, or related field.
• 1–3 years of experience in sales operations, CRM management, or business coordination roles.
• Strong command over Excel/Google Sheets and comfort with CRM tools.
• Excellent written and verbal communication skills.
• High attention to detail, strong organizational ability, and a proactive mindset.

Preferred Experience

• Experience in education, CSR, or social impact sectors.
• Familiarity with government partnership documentation and CSR proposal workflows.
• Comfort with tools like Power BI, Google Data Studio, or project management platforms.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹40,000.00 per month

Work Location: In person