Senior Executive - Sales and Marketing

Sales Operations Senior Executive

Key Responsibilities:

Sales Process Support:

• Assist in tracking and maintaining sales processes for smooth team operations.
• Ensure accurate documentation of leads, opportunities, and deals in the CRM.
• Identify process gaps and suggest improvements to the manager.

CRM & Sales Tools Management:

• Manage day-to-day CRM operations (HubSpot, Engage Bay, or similar).
• Maintain data hygiene and accuracy across sales tools.
• Support sales team members with CRM usage and troubleshooting.

Sales Reporting & Analytics:

• Prepare and update regular reports on sales metrics (pipeline, conversion rates, revenue trends).
• Share insights with the sales team and management to aid decision-making.
• Track key performance indicators and highlight variances.

Sales Incentives & Compensation Support:

• Support in tracking sales incentives, commissions, and payout accuracy.
• Coordinate with finance and sales leadership to ensure timely execution.

Cross-Functional Coordination:

• Work with marketing to ensure leads are correctly tracked and handed over.
• Collaborate with finance for accurate reporting and forecasting inputs.
• Support customer success teams in ensuring smooth client transitions.

Requirements & Qualifications :

• Bachelor’s degree in Business, Marketing, Finance, or related field.
• 5+ years of experience in sales operations, sales support, or a related function.
• Hands-on experience with CRM systems (HubSpot, Salesforce, Engage Bay, etc.).
• Strong analytical and Excel/Google Sheets skills.
• Good understanding of sales processes and pipeline management.
• Strong attention to detail and organizational skills.
• Ability to work in a fast-paced, deadline-driven environment.

Preferred Qualification :

• Exposure to SaaS, tech, or B2B industries.
• Basic knowledge of BI/reporting tools (Power BI, Tableau, Looker).
• Familiarity with sales methodologies is an added plus.