Sales Operations Executive

Tech Sales Jobs; Mumbai; On-site; INR 600,000 - 850,000; Full time

Benefits offered by this job

Medical Insurance

Free team lunches

Learning and growth opportunities

Recognition in a high-performance work

Open, collaborative environment

Job summary

Tech Sales Jobs in Mumbai seeks a detail-oriented Sales Operations Executive to support our Sales organization by driving operational excellence, maintaining CRM hygiene, and delivering actionable business insights.

You will work on data-driven processes in a fast-paced SaaS environment, supporting forecasting, dashboards, and cross-functional reporting from Mumbai. 2-3 years of relevant experience is preferred.

Qualifications

• 2-3 years of experience in Sales Operations, Revenue Operations, Sales Analytics, or Business Operations.
• Strong analytical skills with proficiency in Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, formulas) and PowerPoint.
• Hands-on experience with CRM platforms such as Salesforce, HubSpot, Zoho CRM, or similar tools.

Responsibilities

• Manage and maintain CRM data accuracy, ensuring complete and up-to-date customer, lead, and opportunity records.
• Generate and maintain sales dashboards, MIS reports, and business performance trackers.
• Analyze sales pipeline, conversion metrics, productivity, and revenue trends to provide actionable insights.
• Support sales forecasting, pipeline reviews, and business planning activities.
• Coordinate with Sales, Finance, Customer Success, and Product teams to ensure smooth deal execution and reporting.
• Monitor CRM compliance and perform regular data audits, clean-ups, and process improvements.
• Prepare presentations, reports, and documentation for leadership reviews and business meetings.
• Identify process gaps and recommend automation or operational improvements to enhance sales efficiency.
• Support sales enablement initiatives, incentive tracking, and operational projects as required.

Skills

Excel

Pivot Tables

XLOOKUP/VLOOKUP

PowerPoint

CRM platforms

Salesforce

HubSpot

Zoho CRM

Data analysis

Cross-functional collaboration

Tools

Salesforce

HubSpot

Zoho CRM

Job description

Sales Operations Executive, Mumbai

Location: Mumbai, India

Department: India Sales

Experience: 2-3

Job Description – Sales Operations Executive – Mumbai

(B2B | BFSI)

Location: Mumbai

Experience: 2-3 years (B2B Sales, BFSI exposure)

Working Model: On Site

Role Overview

We’re seeking a detail-oriented and analytical Sales Operations Executive to support our Sales organization by driving operational excellence, maintaining CRM hygiene, and delivering actionable business insights. This role requires someone who enjoys working with data, streamlining processes, and enabling the Sales team to operate efficiently in a fast-paced SaaS environment.

Responsibilities

• Manage and maintain CRM data accuracy, ensuring complete and up-to-date customer, lead, and opportunity records.
• Generate and maintain sales dashboards, MIS reports, and business performance trackers.
• Analyze sales pipeline, conversion metrics, productivity, and revenue trends to provide actionable insights.
• Support sales forecasting, pipeline reviews, and business planning activities.
• Coordinate with Sales, Finance, Customer Success, and Product teams to ensure smooth deal execution and reporting.
• Monitor CRM compliance and perform regular data audits, clean-ups, and process improvements.
• Prepare presentations, reports, and documentation for leadership reviews and business meetings.
• Identify process gaps and recommend automation or operational improvements to enhance sales efficiency.
• Support sales enablement initiatives, incentive tracking, and operational projects as required.

Ideal Candidate

• 2-3 years of experience in Sales Operations, Revenue Operations, Sales Analytics, or Business Operations.
• Strong analytical skills with proficiency in Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, formulas) and PowerPoint.
• Hands-on experience with CRM platforms such as Salesforce, HubSpot, Zoho CRM, or similar tools.
• Excellent attention to detail with strong problem-solving and organizational skills.
• Ability to manage multiple stakeholders and work effectively in a cross-functional environment.
• Prior experience in SaaS, FinTech, or B2B technology companies is preferred.

Based out of Mumbai

What We Offer

• Work at the forefront of digital transformation in the BFSI ecosystem.
• Opportunity to work closely with Sales leadership and contribute to strategic business decisions.
• Exposure to AI-driven products and cutting-edge SaaS solutions.
• Opportunity to take ownership of sales processes and drive operational excellence.
• Enjoy free team lunches – great ideas happen over food.
• Medical Insurance.
• Learning and growth opportunities in a fast-paced, high-growth startup.
• Recognition in a high-performance culture.
• Work in an open, collaborative, and feedback-driven environment.