Sales Operations Executive

Vergecloud; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Vergecloud is seeking a detail-oriented Sales Operations Executive to manage day-to-day sales operations support, invoicing, receivables tracking, PO coordination, order execution, and documentation. The role focuses on execution and data accuracy while Sales handles commercial strategy and Finance handles accounting.

The candidate will maintain billing records, support renewals, and ensure timely invoicing using Zoho Books and Chargebee, coordinating with CRO/COO to align on commercial terms.

Qualifications

• 3-5 years in Sales Operations or related roles.
• Experience invoicing, receivables tracking, PO coordination.
• Familiar with Indian billing, GST, TDS, and basic finance docs.
• Experience with Zoho and Chargebee preferred.
• Strong Excel/Sheets for trackers and reporting.

Responsibilities

• Invoicing, billing, and proforma/tax invoices management.
• Track receivables, collections, and payment follow-ups.
• Coordinate POs, orders, and billing documents.
• Maintain CRM hygiene and sales documentation.
• Prepare weekly/monthly MIS reports and dashboards.

Skills

Excel skills

Attention to detail

Organizational skills

Independent work

Customer communication

Tools

Zoho Books

Zoho CRM

Chargebee

Zoho Analytics

MS Excel/Google Sheets

Zoho Expense

Job description

Job Summary

Role Overview We are looking for a detail-oriented and execution-focused Sales Operations Executive to manage day-to-day sales operations support, invoicing, receivables tracking, purchase order coordination, order execution, collections follow-up, subscription billing coordination, and sales-related documentation. The role will own sales operations execution, process discipline, and data accuracy, while Sales will continue to own commercial strategy and Finance will own accounting, statutory filings, and final financial controls.

Key Responsibilities

• Invoicing, Billing Order Execution Prepare and issue proforma invoices, tax invoices, quotations, and related commercial documents. Coordinate customer purchase orders, approvals, billing details, and supporting documentation. Manage order execution workflows by matching POs with required approvals, CRM records, email confirmations, and billing documents. Before raising invoices or activating services, validate approved commercial terms, billing entity, PO details, customer master data, and required internal approvals. Ensure invoices are raised accurately and on time through Zoho Books. Maintain renewal calendars and billing-readiness checklists for customer subscriptions in Zoho Books and Chargebee, while commercial renewal decisions and pricing exceptions remain with the Account Owner/CRO. Maintain clean and updated billing records for easy review by Sales, Finance, CRO, and COO.
• Receivables Collections Follow-Up Track customer receivables, payment due dates, overdue invoices, and collection status. Follow up directly with customer finance/procurement teams for payment updates. Follow the agreed escalation process for overdue invoices, payment disputes, blocked payments, and leadership review. Coordinate with the Sales team wherever customer relationship support is required. Maintain payment follow-up trackers and ensure timely updates to CRO and COO. Share regular receivables reports covering ageing, expected collections, overdue accounts, payment risks, disputes, and invoices blocked due to missing documentation.
• Sales Operations Support Support the Sales team with documentation, customer forms, vendor registration documents, and commercial records. Support tender/RFP submissions by coordinating required documents, approvals, pricing inputs, legal/infosec inputs, and final sign-off with the Sales team. Maintain CRM hygiene by ensuring key deal details such as opportunity stage, close date, amount, product/SKU, contract term, billing frequency, renewal date, PO, invoice, and payment status are updated accurately. Support sales workflow execution and improve documentation discipline across the sales process. Coordinate internally to close pending sales operations tasks on time.
• Finance, Taxation Compliance Coordination Coordinate with CA/Finance teams for GST, TDS, taxation, and statutory documentation requirements, including GSTIN/PAN details, place-of-supply inputs, TDS certificates, and supporting records. Maintain a clear log of billing, tax, or payment-related disputes, while Finance/CA remains accountable for tax treatment and statutory filings. Collect and organize invoices, payment proofs, tax documents, and customer/vendor records. Support audit and compliance documentation related to sales billing, receivables, and customer payments. Ensure required records are properly maintained and accessible for review.
• Sales Marketing Expense Coordination Track sales and marketing related expenses, petty cash usage, reimbursements, and supporting bills. Coordinate with internal teams for timely submission of expense proofs. Maintain expense trackers and share summaries with Finance, CRO, and COO. Flag missing documents, unusual expenses, or pending approvals proactively.
• Contract Commercial Documentation Support Maintain a central repository for customer commercial contracts, payment terms, renewals, notice periods, pricing changes, and approved commercial exceptions. Coordinate with CRO and COO for contract/payment alignment and approval tracking. Ensure contracts, invoices, POs, and payment records are properly matched and documented. Support internal coordination for commercial documentation, without owning legal review.
• Reporting, Trackers Process Management Maintain updated trackers and dashboards for invoices, POs, receivables, collections, renewals, Chargebee subscriptions, sales/marketing expenses, and pending documents. Prepare weekly and monthly MIS reports covering billings, collections, receivables ageing, renewal readiness, CRM hygiene, and key operational exceptions. Build simple dashboards and summaries using Zoho Analytics, Excel, or Google Sheets. Improve repeatable processes across billing, collections, sales documentation, and reporting.

Requirements

• 3-5 years of experience in Sales Operations, Revenue Operations, Finance Operations, Accounts Coordination, Business Operations, or a similar role.
• Strong experience in invoicing, receivables tracking, PO coordination, billing documentation, and payment follow-ups.
• Comfortable following up directly with customer finance/procurement teams.
• Working understanding of Indian billing, GST, TDS, and basic finance documentation workflows.
• Experience coordinating with Sales teams, CA/Finance teams, customers, and internal leadership.
• Strong Excel / Google Sheets skills, including trackers, summaries, formulas, and structured reporting.
• Experience with Zoho Books, Zoho CRM, and Chargebee will be a strong advantage.
• High attention to detail, documentation discipline, and ownership.
• Ability to manage multiple priorities in a fast-paced startup environment.

Ideal Candidate Profile

• Strong in follow-ups and closure.
• Comfortable with invoices, payments, trackers, and customer coordination.
• Highly organized, reliable, and detail-oriented.
• Clear and professional in customer communication.
• Able to work independently with minimal supervision.
• Process-driven but practical in a startup environment.
• Comfortable working closely with Sales, Finance, CRO, and COO.
• Proactive in flagging delays, risks, missing documents, or payment issues.

Tools & Systems

• Zoho CRM
• Zoho Books
• Zoho Expense
• Zoho Analytics
• Chargebee
• MS Excel / Google Sheets
• Email and document management tools
• Basic dashboarding and reporting tools

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.