Sales Operations Associate

Role Overview:

We are seeking a dynamic Sales Operations Associate who will streamline and optimise sales processes, manage leads, and provide account management support for our larger clients. This role plays a pivotal part in driving sales efficiency, managing customer relationships, and contributing to the overall success of the sales team.

Key Responsibilities:

• Lead Management: Oversee the end-to-end lead management process, from lead generation and tracking to conversion, ensuring that the sales pipeline is consistently optimised.

• Account Management: Serve as the account manager for key clients, ensuring that larger clients receive personalised service and solutions to meet their unique needs.

• Sales Process Optimisation: Collaborate with Sales teams to improve workflow efficiency and optimize the customer acquisition process.

• Sales Reporting & Analytics: Manage and track sales metrics, KPIs, and performance reports to support data-driven decisions. Regularly provide insights to the management team on sales performance and pipeline health.

• CRM Management: Oversee the CRM system, ensuring data accuracy and process consistency. Implement enhancements to improve lead tracking, client management, and sales forecasting.

• Cross-Department Collaboration: Coordinate with the marketing and finance teams to ensure smooth sales operations and alignment with overall business goals.

• Strategy Development: Assist in the development and implementation of new sales strategies and tools to drive team performance and exceed sales targets.

• Troubleshooting & Problem Solving: Identify and troubleshoot operational issues within the sales process, working proactively to implement corrective measures and continuous improvements.

Qualifications:

• Bachelor’s degree in Business, Marketing, or a related field.

• 2+ years of experience in customer-facing roles.

• Excellent organisational, problem-solving, and analytical skills.

• Ability to build and maintain strong relationships with larger clients.

• Demonstrated ability to manage multiple accounts and leads simultaneously.

• Strong attention to detail, with a proactive and strategic mindset.

• Excellent communication, presentation, and client relationship management skills.

Additional Information:

Office location - Vile Parle (West), Mumbai.

Compensation: INR 3.6 LPA, based on interview rounds.

About Company

At Amplio, we’re focused on transforming the financial landscape. Through our innovative solutions like Invoice Discounting and Amplio Wealth, we empower investors and founders every day to take control of their financial futures. Driven by integrity and innovation, our team is passionate about redefining the investment sector.

Our culture is built on:

Customer Centricity: Prioritising our users' needs and tailoring every interaction to enhance their financial journey.

Innovation and Ownership: Continuously evolving our platform to provide cutting-edge investment solutions while empowering our team to innovate.

Simplicity: Crafting intuitive and user-friendly products that streamline the investment process.

Long-term Vision: Committed to creating lasting value for our users by focusing on sustainable growth and enduring relationships.

Transparency: Building trust through open operations and clear communication with our community.

Mission: To broaden access to investment opportunities, making them available to a wider audience while simplifying fundraising for founders through our comprehensive engagement platform.

Vision: Empowering every individual and business with the knowledge, tools, and confidence to thrive in the investment world, becoming their trusted financial partner.

Join us in reshaping finance for all

#AmplifyYourWealth