Sales Operations Specialist

Sales Operations Associate / Senior Associate

Qualification & Eligibility

● Graduate / Post Graduate

● Minimum 1–3 years of experience in Sales Operations / CRM Operations

● Experience working in B2B Ed-Tech, Schools/Institutions, or Inside Sales environments preferred ● Startup experience is an added advantage

● Experience with CRM tools like Lead Square (LSQ) and calling platforms highly preferred

Skill Sets:

● Hands-on experience in SaaS Tools(workflows, automations, lead management)

● Working knowledge of calling software for inbound & outbound calling operations

● Strong analytical skills with SQL (basic queries for data fetching and data audits)

● Advanced proficiency in Excel or Google Sheets (Pivot Tables, VLOOKUP/XLOOKUP, dashboards) ● Ability to manage lead filtration, validation, segmentation, and prioritization

● Strong troubleshooting skills to identify and resolve CRM or calling software issues quickly

● Good understanding of sales funnels, lead lifecycle, and call-center KPIs

● Excellent communication and coordination skills across teams

Roles & Responsibilities:

● Manage and optimize CRM including lead stages, automations, segmentation, and data hygiene. ● Oversee lead filtration and validation to ensure high-quality leads move through the sales pipeline.

● Monitor and manage calling software performance — call routing, agent allocation, call logs, and system uptime.

● Perform data extraction using SQL, run audits, and prepare MIS reports in Excel/ G-Sheets.

● Create dashboards to track pipeline health, lead movement, call performance, and sales KPIs.

● Provide daily support to sales teams by ensuring proper lead allocation and preventing lead leakage.

● Identify, troubleshoot, and resolve CRM issues, software errors, data sync failures, or workflow breakdowns.

● Coordinate with Tech/IT teams to escalate and close high-priority operational issues.

● Conduct regular process audits and improve sales workflows to enhance efficiency.

● Provide insights to leadership to improve productivity, conversion rates, and overall sales performance.