Sales Operation Generalist

Kapitus Strategy Services; Chennai; Presencial; INR 800 000 - 1 400 000; Tempo integral

Resumo da oferta

Kapitus is seeking a Sales Operations Generalist to support and optimize sales processes, systems, and data across the organization. You will help drive efficiency by maintaining SOPs, policy documentation, and ensuring data integrity in Salesforce.

You will collaborate with the Sales Enablement Director and cross-functional teams to identify improvements, perform data cleanup, and support day-to-day operations, ensuring accuracy and compliance in a fast-paced environment.

Qualificações

• 3+ years of experience in sales operations, administration, or related support role.
• Strong organizational skills and high attention to detail.
• Ability to follow established procedures and handle repetitive tasks with accuracy.
• Proficiency in Salesforce (basic data entry and navigation).
• Experience using Jira for tracking tasks and workflows.
• Strong communication skills to effectively assist team members and report findings.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• A solutions-oriented mindset and willingness to support team goals across the organization.

Responsabilidades

• Create Standard Operating Procedures (SOPs) to document and standardize key sales operations workflows and processes.
• Develop and maintain policy documentation to ensure clear, consistent guidelines across the sales function.
• Review existing sales processes to identify and recommend more efficient ways of working for sales teams.
• Perform data entry and cleanup initiatives to support the overall accuracy and integrity of information in Salesforce.
• Assist in the creation and maintenance of sales operation procedure documentation and training materials.
• Assist with the day-to-day execution of sales operations tasks to ensure consistency and accuracy across the department.
• Support the monitoring of sales processes and report on adherence to established policies.
• Help identify process gaps or inefficiencies and provide administrative support to implement improvements.
• Assist sales teams by ensuring operational tasks, approvals, and documentation are completed correctly and on time.
• Support Salesforce maintenance by investigating basic issues, updating records, and assisting with user access or partner logins.
• Help track and compile data for operational reports and compliance monitoring.
• Collaborate with the Sales Enablement Director, other Sales Operations team members, and various departments on projects to help refine workflows and improve cross-functional efficiency.

Conhecimentos

Sales ops

Organizational skills

SOP documentation

Salesforce

Jira

Communication

Multitasking

Ferramentas

Salesforce

Jira

SharePoint

Descrição da oferta de emprego

Company Mission:

At Kapitus, we strive to empower every business to succeed by providing the best financing options – when they need it and how they need it. Whether we are working with a business directly or through a strategic partner, we will work diligently to provide the most convenient, cost- effective and appropriate financing solution for a business’s needs. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. We will continue to empower small businesses to make educated financial decisions, as we have since our inception in 2006.

Job Summary:

As The Sales Operations Generalist plays a critical role in supporting and optimizing sales processes, systems, and data to drive efficiency and performance across the organization. This role focuses on maintaining operational excellence, ensuring process compliance, and proactively identifying opportunities to improve workflows, tools, and data integrity within the sales function.

What You Will Do:

• Create Standard Operating Procedures (SOPs) to document and standardize key sales operations workflows and processes.
• Develop and maintain policy documentation to ensure clear, consistent guidelines across the sales function.
• Review existing sales processes to identify and recommend more efficient ways of working for sales teams.
• Perform data entry and cleanup initiatives to support the overall accuracy and integrity of information in Salesforce.
• Assist in the creation and maintenance of sales operation procedure documentation and training materials.
• Assist with the day-to-day execution of sales operations tasks to ensure consistency and accuracy across the department.
• Support the monitoring of sales processes and report on adherence to established policies.
• Help identify process gaps or inefficiencies and provide administrative support to implement improvements.
• Assist sales teams by ensuring operational tasks, approvals, and documentation are completed correctly and on time.
• Support Salesforce maintenance by investigating basic issues, updating records, and assisting with user access or partner logins.
• Help track and compile data for operational reports and compliance monitoring.
• Collaborate with the Sales Enablement Director, other Sales Operations team members, and various departments on projects to help refine workflows and improve cross-functional efficiency.

What We Are Looking For:

• 3+ years of experience in sales operations, administration, or a related support role.
• Strong organizational skills and high attention to detail.
• Ability to follow established procedures and handle repetitive tasks with accuracy.
• Proficiency in Salesforce (experience with basic data entry and navigation).
• Experience using Jira for tracking tasks and following workflows.
• Strong communication skills to effectively assist team members and report findings.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• A helpful, solutions-oriented mindset with a willingness to learn and support team goals across the organization.

Key Skills & Competencies:

• Discovery& Research Skills
• Problem Identification & Root Cause Analysis
• Creative / Out-of-the-Box Problem Solving
• Process Discovery, Mapping & Process Improvement
• Analytical & Critical Thinking
• Self-Direction, Ownership & Proactiveness
• Ability to Understand and Retain Technical Concepts
• Salesforce Process Knowledge & Basic Troubleshooting
• Data Management, Data Cleanup & Data Integrity
• Jira Task & Workflow Tracking
• SharePoint / Knowledge Management
• SOP, Policy & Process Documentation
• Requirements Gathering & Business Process Understanding
• Operational Reporting & Basic Data Analysis
• Continuous Improvement Mindset
• Strong Attention to Detail
• Organizational & Prioritization Skills
• Stakeholder Management & Cross-Functional Collaboration
• Strong Written & Verbal Communication
• Adaptability & Learning Agility