Sales Operations Executive

Sales Operations Executive

1. Role Overview

Sales Operations Executive

2. Key Responsibilities

A. Sales Support & Coordination

• Assist sales team in preparing proposals, quotations, agreements, and onboarding documents.
• Ensure all sales requests, leads, and client information are captured accurately in CRM/software.
• Coordinate with internal teams (Operations, Finance, Compliance, Customer Service) to facilitate smooth sales closures.
• Track and update sales team on application status, documentation gaps, pending actions, etc.
• Support sales executives with scheduled follow-ups, payment tracking, and client reminders.

B. CRM / Software Management

• Maintain and update CRM records, lead details, sales funnel progress, and client communication logs.
• Ensure data hygiene by validating entries, eliminating duplicates, and correcting errors.
• Generate dashboards and reports for management (daily/weekly/monthly).
• Monitor team activity logs, task completion, and follow-up schedules.

C. Documentation & Compliance

• Verify completeness of client documents received from sales before sending to operations or compliance.
• Maintain record-keeping and digital filing for all sales-related documents.
• Coordinate with compliance team for KYC validation, documentation updates, and regulatory requirements.
• Ensure that all processes align with company SOPs and regulatory guidelines.

D. Workflow & Process Management

• Create and track sales workflows, approvals, and handovers from sales to operations.
• Ensure timely movement of cases from lead prospect documentation submission activation.
• Track TATs (Turnaround Times) for all requests and ensure process efficiency.
• Highlight process bottlenecks and propose improvements.

E. Client Communication Assistance

• Support the sales team by sending welcome mails, follow-up emails, reminders, and status updates.
• Handle basic client queries related to documentation, application status, etc.
• Coordinate between client and internal teams to resolve issues.

F. Cross-Department Coordination

• Liaise with:
• Compliance team for KYC/document verification
• Operations for activation/processing
• Finance team for billing, payout, and payment reconciliation
• IT team for system issues or enhancement requirements
• Ensure alignment between sales and backend support teams.

G. Administrative Responsibilities

• Assist in maintaining calendars, scheduling meetings, and organizing sales events/training sessions.
• Maintain records of sales team attendance, productivity logs, and activity sheets.
• Support in onboarding new sales executives with software/system training.