Manager - Sales Operations

Indian Financial Technology And Alliedservices; Mumbai; On-site; INR 4,000,000 - 7,500,000; Full time

Job summary

Indian Financial Technology And Alliedservices (IF TAS) in Mumbai is seeking a dynamic Manager - Sales Operations to drive sales excellence through analytics, process design, and governance. You will own CRM administration, forecasting methodology, and reporting to keep leadership informed on pipeline health and revenue performance.

The role requires 8+ years' experience in B2B Sales Operations with IT/ITeS or BFS exposure, strong analytics, and excellent communication.

Qualifications

• CRM systems, Sales automation tools, and reporting knowledge.

Responsibilities

• Manage and optimize the CRM platform ensuring data accuracy, user adoption, pipeline visibility, reporting effectiveness, and governance.
• Develop and maintain sales dashboards and analytics for pipeline health and revenue forecasts.
• Support weekly, monthly, and quarterly business reviews with data analysis and performance insights.
• Collaborate with Sales Leadership on planning, quota setting, forecasting, and annual planning.
• Coordinate with Marketing to improve lead quality, campaign tracking, and funnel performance.
• Serve as liaison between Sales, Finance, Product, Customer Success, and Operations to align initiatives.
• Build and monitor SOPs across the sales function for governance, scalability, and execution.
• Drive continuous process improvement and automation to enhance productivity.
• Support onboarding and adoption of sales processes and tools.

Skills

CRM Administration

Data analysis

Communication

Self starter

Collaboration

Research & reporting

Advanced Microsoft Excel

Education

Bachelor’s degree in Business Administration/Management/Finance/Marketing/Statistics/Math

MBA or related Postgraduate degree

Tools

Tableau

Power BI

Salesforce

Job description

Summary:IFTAS is seeking a dynamic Manager - Sales Operations. In this role, you will be responsible for driving sales excellence through strategic planning, sales analytics, process design, re-engineering and optimization, performance management, reporting and forecasting, CRM effectiveness, and cross-functional collaboration.
The Manager - Sales Operations will own CRM administration, forecasting methodology, and reporting that keep Sales leadership informed about pipeline health and revenue performance. The ideal candidate should have experience in CRM, analytics, and reporting, and should have worked in a Sales Operations role, preferably within a B2B technology company.
This role serves as the operational backbone of the sales organization, enabling sustainable business growth, improved productivity, effective system management, and data-driven decision-making. The position requires a combination of analytical ability, excellent communication skills, exposure to CRM systems, and an understanding of direct and indirect go-to-market strategies.

Education:Bachelor's degree in Business Adminstration, Management, Finance, Marketing, Statistics, Mathematics or a related discipline.or a related field. MBA or Postgraduate Degree in Business Management will be preferred.
Analytics-heavy programs or coursework in data analysis, operations management or business intelligence is preferred.

Experience:8+ Years of experience with 5+ years of relevant experience in B2B Sales Operations, Revenue Operations, CRM administration, Business Planning, or Sales Enablement. IT/ITES or BFS industry experience required. Team Management experience of 2+ years required.

Certification:Any certification on Tools enabling Sales Operations, eg. CRM, etc.

Knowledge:

1. Understanding of CRM Systems & Sales Automation tools, Business Analytics tools and Reporting.
2. Financial planning and budgeting fundamentals.
3. Sales planning, forecasting, and quota management.
4. Build, Implement, execute and management of Sales Operations and Revenue Operations best practices.
5. Understanding of BFS industry is a plus

Skill Required:

1. CRM Administration and Optimization - Hands on experience with enterprise CRM
2. Analytical ability - Strong skills in data analysis, reporting and KPI tracking. Understanding of Tableau, Power BI, etc. is preferred.
3. Communication skills - Excellent interpersonal and cross-functional communication capabilities
4. Self Starter & Problem Solving: Skills in identifying inefficiencies and implementing solutions to enhance sales performance
5. Strong Collaboration & Stakeholder Management skills.
6. Research and reporting skills to analyse sales data and customer trends to create sales forecasts. Expertise in Advanced Microsoft Excel, complex forecasting models preferred.

Roles and Responsibilities

1. Manage and optimize the CRM platform, ensuring data accuracy, user adoption, pipeline visibility, reporting effectiveness, and governance.
2. Develop and maintain sales dashboards, reports, and analytics to provide actionable insights on pipeline health, deal progression, sales performance, and revenue forecasts.
3. Support weekly, monthly, and quarterly business reviews through data analysis, reporting, and performance insights.
4. Work closely with Sales Leadership on sales planning, target setting, quota allocation, forecasting, annual planning, and business review processes.
5. Collaborate with Marketing to improve lead quality, campaign tracking, funnel performance, and lead-to-sales conversion processes.
6. Act as a key liaison between Sales, Finance, Product, Customer Success, and Operations teams to drive alignment and execution of business initiatives.
7. Build, re-engineer, implement, and monitor Standard Operating Procedures (SOPs) across the sales function to ensure process standardization, governance, scalability, operational excellence, and consistent execution of sales processes.
8. Drive continuous process improvement and automation initiatives to enhance sales productivity and effectiveness.
9. Support onboarding, training, and adoption of sales processes, tools, and best practices.