Sales Operations Executive

23 hours ago

Haryana, India Signzy Full time

Role overview: The Sales Operations Specialist will own the end‐to‐end order‐to‐cash operations supporting the B2B and SaaS sales teams, with a strong focus on invoicing, billing accuracy, collections, and revenue hygiene. The role sits at the intersection of Sales, Finance, and Customer Success to ensure deals are booked correctly, invoices go out on time, and cash is collected efficiently while maintaining a positive customer experience. Key responsibilities: ● Manage the sales order lifecycle from deal closure to invoice issuance, ensuring pricing, discounts, contract terms, and tax details are accurate for B2B and subscription customers. ● Create, review, and send invoices (one‐time, recurring, usage‐based) in line with SaaS billing schedules, including proration, renewals, upgrades/downgrades, and credit notes. ● Monitor accounts receivable aging, follow up on overdue invoices, and coordinate structured collections outreach with Sales, Customer Success, and Finance. ● Serve as the primary operational point of contact for billing and collections queries from customers and internal teams, resolving discrepancies and disputes promptly. ● Partner with Finance/Accounting to reconcile billing data with the general ledger and revenue reports, ensuring clean data for financial closes and audits. ● Maintain and optimize the CRM and billing tools (e.G., Salesforce/HubSpot plus subscription or billing platforms), ensuring data integrity, deal hygiene, and accurate reporting. ● Build and maintain dashboards and reports on billings, collections, DSO, churn‐related write‐offs, and sales pipeline to support leadership decisions. ● Contribute to process design and automation for order‐to‐cash, including standardizing payment terms, approval workflows, and dunning/collections sequences. ● Support SaaS contract lifecycle operations such as bookings hygiene, renewals workflows, and coordination of price increases and upsell motions. Required experience: ● 3–6 years of experience in Sales Operations, Revenue Operations, or AR/Billing Operations, preferably in a B2B SaaS or subscription business. ● Hands‐on experience with invoicing, collections, and billing processes for mid‐market or enterprise B2B customers, including working with AR aging and collections follow‐ups. ● Strong working knowledge of CRM (e.G., Salesforce/HubSpot) and at least one billing or subscription management tool, plus comfort with spreadsheets and basic analytics. ● Demonstrated ability to work cross‐functionally with Sales, Finance, and Customer Success, and to communicate clearly with external customers on billing topics. ● Familiarity with SaaS metrics (ARR, MRR, churn, expansions, downgrades) and how billing and collections impact revenue recognition and cash flow. Skills and competencies: ● Strong attention to detail and data accuracy across contracts, quotes, and invoices. ● Analytical mindset with the ability to interpret AR and sales data, identify patterns (e.G., recurring billing errors, late‐paying segments), and recommend process improvements. ● Excellent written and verbal communication skills for handling sensitive collections conversations while preserving customer relationships. ● Comfort working in a fast‐growing SaaS environment with evolving processes and tools. ● High ownership, bias for action, and ability to prioritize across multiple stakeholders and deadlines.

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