
Specialist - Sales Operations
3 weeks ago
- The Enterprise AI company that uses AI and Machine Learning technologies to help our customers automate human tasks.
- And Intelligent Document Processing (IDP) company helping enterprises extract, understand, and act on data locked in complex documents.
- Our solutions empower some of the world's leading organizations in mortgage, insurance, construction, and manufacturing to automate what once seemed impossible.
- We're seeking a Sales Operations Manager to drive the effectiveness, efficiency, and scalability of our sales organization.
- In this critical role, you'll manage sales processes, pipeline health, forecasting, and CRM systems to ensure our go-to-market (GTM) strategy delivers consistent growth.
- You'll work cross-functionally with sales, marketing, finance, and customer success teams to align operations with business objectives.
Key Responsibilities:
Pipeline Qualification & Management.
- Oversee inbound and outbound lead qualification workflows.
- Implement routing logic to ensure timely and accurate lead follow-up.
- Monitor pipeline health, flag risk areas, and suggest corrective measures.
- CRM Administration & Optimization.
- Own CRM management (e. , HubSpot or Salesforce): configuration, data hygiene, permissions, and custom objects.
- Train and support the sales team on CRM usage and best practices.
- Continuously optimize CRM to align with evolving GTM processes.
- Sales Analytics & Forecasting.
- Create and distribute dashboards and reports on pipeline velocity, conversion rates, and sales performance.
- Lead the quarterly forecasting process and support territory planning.
- Provide actionable insights to inform resource allocation and quota setting.
- Process Design & Continuous Improvement.
- Document, standardize, and automate key sales processes (e. , lead handoff, deal desk operations).
- Identify bottlenecks and collaborate with cross-functional teams to streamline workflows.
- Evaluate and implement sales enablement tools (e. , CPQ, analytics, sales engagement platforms).
- Reporting & Stakeholder Communication.
- Deliver executive-level reports on sales performance, trends, and projections.
- Coordinate regular sales ops syncs and cross-functional updates.
- Act as a strategic liaison between sales, marketing, finance, and product.
Required Qualifications:
- 6-8 years of experience in Sales Operations, Revenue Operations, or Business Operations within a B2B SaaS environment.
- Proven hands-on expertise with CRM platforms (preferably HubSpot) at an admin/configuration level.
- Strong analytical skills with the ability to translate data into strategic recommendations.
- Excellent communication and presentation skills, with the ability to influence senior stakeholders.
- Experience working with B2B US-based clients.
- Work Location & Hours.
- Based in Bangalore, working alongside our India team.
- Must be available during India and US business hours (Typically between 3pm to 12am).
- Looking forward to speaking with you.
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