Sales Operations (Hubspot) - Junior Executive

Winfo Consulting; Hyderabad; On-site; INR 450,000 - 550,000; Full time

Job summary

Winfo Consulting seeks a detail-oriented Sales Operations Executive to support Sales and Marketing, streamline processes, and ensure accurate data for reporting and insights. The role covers CRM governance, quotes and order management, and coordination across teams to drive revenue growth and efficiency.

You will maintain dashboards, track performance, and assist in onboarding new sales members while aligning with marketing campaigns and assets.

Qualifications

• 1–3 years in Sales Operations or Sales Support.
• Experience with sales/marketing automation tools is a plus.
• Exposure to IT, SaaS, or B2B industries preferred (but not mandatory).

Responsibilities

• Streamline sales processes, documentation, and pipeline management.
• Create and manage quotes, contracts, proposals, and orders.
• Maintain CRM data across Salesforce, HubSpot, and Zoho.
• Generate reports and dashboards for leads, pipeline, and revenue.
• Coordinate with marketing on MQLs and campaign follow-ups.
• Assist in onboarding and training of new sales staff.

Skills

CRM proficiency

Excel

Data analysis

Communication

Process orientation

Education

Bachelor's degree in Business, Commerce, Marketing, Operations, or related field

Tools

Salesforce

HubSpot

Zoho

Power BI

Tableau

Job description

Role Overview

We are seeking a detail-oriented and proactive Sales Operations Executive to support our Sales and Marketing teams in driving consistent revenue growth and operational efficiency. The role involves managing sales processes, maintaining data accuracy, enabling reporting and insights, coordinating between sales and marketing functions, and ensuring seamless execution of sales enablement activities.

Key Responsibilities

Sales Process & Support

• Support the sales team by streamlining processes, documentation, and pipeline management.
• Ensure timely creation and management of quotes, contracts, proposals, and order booking processes.
• Manage CRM systems (e.g., Salesforce, HubSpot, Zoho) to maintain accurate customer and pipeline data.
• Track sales targets, achievements, and incentives for sales reps.

Data & Reporting

• Generate and analyse sales and marketing performance reports (leads, pipeline, conversions, revenue forecasts).
• Provide insights to management for decision-making and strategy optimization.
• Maintain dashboards to ensure leadership visibility of sales progress and marketing ROI.

Sales & Marketing Alignment

• Coordinate with marketing to track lead generation, campaigns, and handover of marketing-qualified leads (MQLs) to sales.
• Assist in campaign execution follow-ups with sales teams to increase conversion.
• Maintain central repositories of sales and marketing assets (collaterals, presentations, templates).

Operational Excellence

• Optimize workflows and tools for efficiency and accuracy.
• Assist in onboarding, training, and supporting new sales team members with tools/systems.
• Support forecasting, territory alignment, and sales incentive programs.
• Act as point of contact between sales, marketing, and cross-functional teams such as finance, operations, and customer success.

Key Skills & Competencies

• Strong analytical and data interpretation skills.
• Proficiency in CRM tools (Salesforce/HubSpot/Zoho or similar).
• Excellent proficiency in Excel / Google Sheets and reporting dashboards (Power BI, Tableau ideal).
• Effective communication and coordination skills across teams.
• Detail-oriented, organized, and process-driven.
• Problem-solving mindset and ability to suggest improvements.

Qualifications & Experience

• Bachelor s degree in Business, Commerce, Marketing, Operations, or related field.
• 1-3 years of experience in Sales Operations, Sales Support, or related roles.
• Experience working with sales/marketing automation tools is a plus.
• Prior exposure to IT, SaaS, or B2B industries preferred (but not mandatory).

What We Offer

• An opportunity to work closely with leadership in a high-growth environment.
• Exposure to both Sales and Marketing strategy execution.
• Budget Upto: 5LPA