Sales operation specialist

Aptara; Chennai District; On-site; INR 400,000 - 600,000; Full time

Job summary

Aptara is seeking a detail-oriented professional to support data quality, renewal operations, and value management. The role involves maintaining Salesforce account hierarchies, processing opportunities, and coordinating with Deal Desk and Legal to ensure accurate contract records.

Responsibilities include validating opportunities, managing quotes, and supporting renewals with cross-functional teams. Strong English communication and multitasking skills are essential for success.

Qualifications

• Graduate in any stream.
• Proficiency in English required.
• Experience communicating with international clients via email, Slack and other tools.
• Quick learner with keen eye for detail and multitasking abilities.
• Familiarity with Salesforce and Jira is a plus.

Responsibilities

• Maintain accurate account hierarchies in Salesforce and resolve inquiries via Jira/Slack.
• Review and validate opportunities and contracts in Salesforce.
• Create and process opportunities, quotes, and related documentation.
• Coordinate with Deal Desk, Legal, and Renewal teams to ensure accuracy in contracts and invoicing.
• Support renewal operations, cancellations, and transactional records.

Skills

English proficiency

Attention to detail

Multitasking

Quick learning

Client communication

Education

Graduate in any stream

Tools

Salesforce

Jira

Job description

Data Quality:

Enterprise Territory Management: Maintain accurate account hierarchies in Salesforce using reliable data sources, and resolve account-related inquiries via Jira and Slack, ensuring timely completion of all tickets.

Closed-Pending Validation: Review all customer-executed opportunities within one business day of being marked Closed-Pending in Salesforce, confirming accuracy and submitting update tickets as necessary.

Click-Thru Opportunity Processing: Creating sales opportunities in Salesforce and generating necessary documentation for review and sign-off.

Credit Amendment: Amend and credit out active contracts linked to re-negotiations, ensure correct pricing and dates, submit quotes for approval, and update opportunity status and Sales Operations review.

DQ Signature Processes: Began supporting Pre-Sign and E-Sign review workflows by validating documents against Closed Pending status, coordinating with Deal Desk and Legal, and ensuring timely routing and completion of contract signatures within defined stamping windows.

Deactivation Dates: Review and correct missing or inaccurate deactivation dates using the “Renos for Validation” report by linking active contracts or manually entering the appropriate opportunity close date as needed.

Internal Contract Moves: Coordinate internal contract and MSA transfers between existing customers by creating and managing opportunities, ensuring alignment with signed assignments, maintaining a single active MSA per account, and excluding cases such as legal name changes or transfers to non-customers.

Bookings & Solution Totals: Validate and reconcile bookings and solution totals—including gross/net, first-year, and prior values—against quotes and contracts. Recalculate or elevate discrepancies as needed, ensuring alignment with opportunity values.

Pre-Closed Pending Reviews for Contacts: Review SF opportunities to ensure complete contact information, including mailing address, phone, and email. Notify sellers of missing or incorrect information.

XBRL Replacement Language: Generate and update SOWs, apply Reno replacement language, verify dates, update Salesforce and complete case reviews

CPR Flagging – Negative Solution Totals: Review opportunities with negative 1st-year S&S or core services and update CPR fields.

Renewal Operations:

Support the subscription renewal lifecycle by processing cancellations, renewals, and creating transactional records, while ensuring timely completion of assignments.

Collaborate with Accounting, Legal, and Customer Success teams to verify contracts and ensure accuracy in invoicing and provisioning.

Propose process improvements and partner with the renewal team to achieve successful outcomes in renewal operations.

Value Management:

Customize and distribute proposals in Salesforce, responding to requests within established SLAs and maintaining accurate documentation throughout the process.

Skills Needed

Graduate in any stream

Proficiency in English language

Experience communicating with Internation client via emails, slack and tools

Should exhibit qualities such as Quick leaning, Keen eye for details, Multitasking

Knowledge in Salesforce, Jira application is an added advantage