Sales Operations Specialist

MODIFI GmbH; Mumbai; On-site; INR 700,000 - 1,200,000; Full time

Benefits offered by this job

Cultural day

Personal training

Language course

Regular gatherings and events

Job summary

A leading global trade firm in Mumbai is seeking a detail-oriented Sales Operations Specialist to manage the lifecycle of deals, ensuring compliance across teams. The ideal candidate has 3-7 years of experience in Sales Operations or Trade Finance, and strong skills in KYC processes. This role offers the chance to work with diverse teams and contribute to a company committed to sustainability and teamwork.

Qualifications

• 3-7 years of experience in Sales Operations or Trade Finance.
• Prior exposure to cross-border trade finance or corporate lending is preferred.
• Experience working across Credit, Risk, Legal, and Finance teams.
• Strong follow‑up instincts: you reduce TAT without being asked to.
• Excellent communicator: structured, clear, and professional even under pressure.
• High ownership mindset: you treat every deal like it's your own.

Responsibilities

• Manage the deal lifecycle from onboarding to disbursement.
• Coordinate directly with client finance and operations teams.
• Ensure compliance with internal credit and policy guidelines.
• Maintain documentation checklists and process trackers to ensure compliance.

Skills

Sales Operations

Trade Finance

Banking/NBFC Operations

FinTech

KYC processes

Excellent communication

Follow-up instincts

Job description

At MODIFI, we're on a mission to make global trade simple and accessible for businesses across emerging markets. As we scale our India operations, we're looking for a sharp, detail-oriented Sales Operations Specialist to be the backbone of our deal execution engine.

If you thrive in fast-paced environments, love bringing order to complexity, and have a knack for getting things done across teams — this role is for you.

What You'll Own

Deal Lifecycle Management

You will be the connective tissue between Sales, Credit, Risk, Legal, Operations, and Finance. From onboarding to disbursement, you'll track every deal milestone, ensure documentation is complete and compliant, and keep the pipeline moving without friction.

Client & External Coordination

You'll work directly with client finance and operations teams to collect KYC, financial statements, and trade documents — ensuring a smooth, professional onboarding experience that reflects MODIFI's standards.

Process & Compliance

You will maintain documentation checklists, process trackers, and ensure every deal meets internal credit and policy guidelines before it moves forward. Continuous improvement isn't just a phrase here — it's how we work.

3–7 years of experience in Sales Operations, Trade Finance, Banking/NBFC Operations, FinTech, or financial services support

Prior exposure to cross-border trade finance, working capital solutions, or corporate lending is a strong plus

Experience coordinating across Credit, Risk, Legal, and Finance teams

• Solid grasp of KYC processes, deal documentation, and onboarding workflows
• Strong follow‑up instincts: you reduce TAT without being asked to
• Excellent communicator: structured, clear, and professional even under pressure
• High ownership mindset: you treat every deal like it's your own

Why MODIFI? Because we rock!

• Diversity is more than a word to us - join a company with team mates from 16+ different nationalities and backgrounds
• The world is your oyster - we have networks around the globe with offi ces in Amsterdam, Berlin, Dhaka, Dubai, Mumbai andShenzhen
• We care about the environment - that’s why we commit to a clear understanding of our CO2 footprint and shall reach neutrality in 2023
• You want to get to know your colleagues better?! We organize regular gatherings, events and parties
• Many perks like a cultural day, personal training, language course and more
• TEAM - Together Everyone Achieves More
• At MODIFI we have a very hands‑on mindset, giving our people the chance to grow with their responsibilities
• Think big. Think bigger! Think 10x!
• We live by our values 'own your actions', 'grow together' and 'make it happen'