Sales Operations Specialist
2 weeks ago
Sales Operations Associate / Senior Associate
Qualification & Eligibility:
● Graduate / Post Graduate
● Minimum 1–3 years of experience in Sales Operations / CRM Operations
● Experience working in B2B Ed-Tech, Schools/Institutions, or Inside Sales environments preferred ● Startup experience is an added advantage
● Experience with CRM tools like Lead Square (LSQ) and calling platforms highly preferred
Skill Sets:
● Hands-on experience in SaaS Tools(workflows, automations, lead management)
● Working knowledge of calling software for inbound & outbound calling operations
● Strong analytical skills with SQL (basic queries for data fetching and data audits)
● Advanced proficiency in Excel or Google Sheets (Pivot Tables, VLOOKUP/XLOOKUP, dashboards) ● Ability to manage lead filtration, validation, segmentation, and prioritization
● Strong troubleshooting skills to identify and resolve CRM or calling software issues quickly
● Good understanding of sales funnels, lead lifecycle, and call-center KPIs
● Excellent communication and coordination skills across teams
Roles & Responsibilities:
● Manage and optimize CRM including lead stages, automations, segmentation, and data hygiene. ● Oversee lead filtration and validation to ensure high-quality leads move through the sales pipeline.
● Monitor and manage calling software performance — call routing, agent allocation, call logs, and system uptime.
● Perform data extraction using SQL, run audits, and prepare MIS reports in Excel/ G-Sheets.
● Create dashboards to track pipeline health, lead movement, call performance, and sales KPIs.
● Provide daily support to sales teams by ensuring proper lead allocation and preventing lead leakage.
● Identify, troubleshoot, and resolve CRM issues, software errors, data sync failures, or workflow breakdowns.
● Coordinate with Tech/IT teams to escalate and close high-priority operational issues.
● Conduct regular process audits and improve sales workflows to enhance efficiency.
● Provide insights to leadership to improve productivity, conversion rates, and overall sales performance.
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