Sales Operations Executive

Key Responsibilities

• Support the sales team with day-to-day sales operations and administrative activities.

• Maintain and update customer, prospect, and opportunity information in the CRM system.

• Prepare and maintain sales reports, dashboards, and performance trackers.

• Track leads, opportunities, quotations, proposals, and sales pipelines.

• Coordinate with Sales, Finance, Marketing, and other internal teams to ensure smooth sales processes.

• Assist in preparing quotations, proposals, presentations, and sales-related documents.

• Monitor sales activities and follow up on pending actions with relevant stakeholders.

• Maintain accurate records of customer interactions, deals, and sales documentation.

• Support sales forecasting and pipeline reviews.

• Assist with order processing, invoicing coordination, and documentation where required.

• Identify gaps or inefficiencies in sales processes and suggest improvements.

• Ensure timely and accurate completion of sales-related reports and MIS.

• Support the sales team in meeting operational and business requirements.

• Bachelor’s degree in Business Administration, Commerce, Marketing, or a related field.

• 2–3 years of experience in Sales Operations, Sales Coordination, Business Operations, or a similar role.

• Hands-on experience with CRM systems such as Salesforce, HubSpot, Zoho, or similar platforms.

• Good knowledge of MS Excel/Google Sheets and reporting.

• Strong organizational and time-management skills.

• Good analytical and problem-solving abilities.

• Excellent written and verbal communication skills.

• Strong attention to detail and accuracy.

• Ability to coordinate with multiple teams and manage competing priorities.

• Experience in the technology, cloud, SaaS, or IT services industry is an advantage