Sales Operations Executive

PassFort; Pune District; On-site; INR 420,000 - 660,000; Full time

Job summary

Unbox Robotics in Pune is seeking a Sales Operations Executive to support the sales and business development teams, manage CRM data, and coordinate the sales cycle.

The role involves preparing quotations, proposals, and commercial documents; generating reports and dashboards; and collaborating with Marketing, Product, Finance, and Operations. The candidate should have 1–3 years of experience, strong Excel and PowerPoint skills, and familiarity with Zoho/Salesforce/HubSpot.

Qualifications

• Strong communication and coordination skills.
• Excellent organizational and time-management abilities.
• Strong attention to detail and documentation accuracy.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with CRM platforms such as Zoho, Salesforce, HubSpot, or similar.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage leads, opportunities, and customer accounts in CRM.
• Update CRM with customer, opportunity, and pipeline data.
• Track sales activities and follow up on opportunities.
• Coordinate reviews and approvals during the sales cycle.
• Prepare quotations, proposals, and customer sales documents.
• Support tender submissions, contracts, and PO.
• Generate sales reports, dashboards, and pipeline trackers.
• Monitor performance metrics and report to leadership.
• Maintain records of interactions and status.
• Support forecasting and business reviews.
• Coordinate cross-functional meetings and marketing campaigns.
• Improve sales processes and reporting.

Skills

Communication

Time management

Documentation accuracy

Excel

CRM tools

Education

Bachelor's degree

Tools

Zoho CRM

Salesforce

HubSpot

Job description

Sales Operations Executive

Work Location: Pune

Work Mode: In Campus

Roles & Responsibilities

Sales Operations & Coordination

• Support the Sales and Business Development teams in managing leads, opportunities, and customer accounts.
• Maintain and update CRM systems with accurate customer, opportunity, and pipeline information.
• Track sales activities and ensure timely follow-ups across ongoing opportunities.
• Coordinate internal reviews and approvals required during the sales cycle.

Proposal & Commercial Documentation

• Prepare quotations, proposals, presentations, and customer-facing sales documents.
• Support tender submissions, contracts, purchase orders, and other commercial documentation.
• Ensure all customer documentation is accurate, complete, and submitted within timelines.
• Coordinate with cross-functional teams to gather information required for customer proposals and discussions.

Reporting & Analytics

• Generate and maintain sales reports, dashboards, and pipeline trackers.
• Monitor sales performance metrics and provide regular updates to leadership.
• Maintain records of customer interactions, opportunity status, and sales progress.
• Support forecasting and business review activities through data management and reporting.

Cross-Functional Collaboration

• Work closely with Sales, Marketing, Product, Finance, and Operations teams to support business objectives.
• Coordinate customer meetings, follow-ups, and internal discussions.
• Support marketing initiatives through lead tracking, campaign coordination, and reporting.
• Ensure smooth communication between stakeholders throughout the sales lifecycle.

Process Excellence

• Maintain accuracy and completeness of CRM records and sales documentation.
• Identify opportunities to improve sales processes, reporting structures, and operational efficiency.
• Support implementation of sales best practices and operational standards.

Requirements

Must Have

• Strong communication and coordination skills
• Excellent organizational and time-management abilities
• Strong attention to detail and documentation accuracy
• Proficiency in Microsoft Excel and PowerPoint
• Experience working with CRM platforms such as Zoho, Salesforce, HubSpot, or similar tools
• Ability to manage multiple priorities in a fast-paced environment

Good to Have

• Experience in B2B sales environments
• Exposure to robotics, automation, logistics, warehousing, manufacturing, or technology industries
• Familiarity with proposal management, tender documentation, and sales reporting
• Basic understanding of sales funnels, pipeline management, and business operations

Eligible Candidates

Desired Qualification

• Bachelor's Degree in Business Administration, Commerce, Marketing, Engineering, or a related field

Work Experience

• 1–3 years of experience in Sales Operations, Sales Coordination, Business Support, Commercial Operations, or similar roles

We Value

• Ownership and accountability
• Strong execution and follow-through
• Process-oriented mindset
• High attention to detail
• Ability to thrive in a startup environment
• Collaborative and customer-focused approach
• Continuous learning and improvement mindset

Why Join Us?

At Unbox Robotics, sales is not just about closing deals—it is about enabling the future of warehouse automation.

As a Sales Operations Executive, you will play a critical role in supporting strategic customer engagements, improving commercial processes, and helping drive growth across global markets.

You will work closely with leadership and cross-functional teams while gaining exposure to robotics, logistics, automation, and international business operations.

Work Location: Pune

Work Mode: In Campus

Salary Range: Competitive Salary