Senior Executive : Sales and Operations

Job Summary:

We are seeking a detail-oriented and proactive Sales Operations Senior Executive to support our sales team with day-to-day operations, reporting, and process efficiency. This role will focus on maintaining sales data, ensuring CRM accuracy, generating reports, and assisting the team in achieving revenue goals. The ideal candidate is analytical, organized, and eager to grow into a more strategic sales operations role.

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.
• 5-7 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 Qualifications:

• 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.

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹50,000.00 per month

Benefits:

• Health insurance
• Paid time off
• Provident Fund

Work Location: In person