Sales Operations- Associate

**Job Title: Sales Operations Executive**

Department: Sales Operations Reporting To: Head of Sales Operations

Role Overview: We are looking for a Sales Operations Executive to support our merchant sales and account management teams. The role involves managing offer configurations, merchant account-level updates, invoicing, and operational reporting.

You will play a key role in maintaining data accuracy, enabling faster sales execution, and ensuring seamless support for our merchant partners. This is an excellent opportunity for a detail-oriented, analytical professional looking to grow in the fintech ecosystem.

Key Responsibilities:
1. Offer Configuration & Account Management
- Configure and maintain merchant offers, pricing, and discounts within internal systems.
- Execute MDR (Merchant Discount Rate) and VAS (Value-Added Services) updates as per approved requests.
- Ensure all merchant account changes comply with internal approval and audit processes.
- Maintain accurate merchant data across CRM and internal sales platforms.

2. Invoicing & Reconciliation
- Process and verify merchant invoices in coordination with Finance and Sales teams.
- Track billing cycles, adjustments, and settlements to ensure accuracy.
- Support monthly and quarterly reconciliation exercises for key merchant accounts.

3. Data Analytics & Reporting

Prepare and maintain daily/weekly/monthly MIS reports covering sales performance, merchant activity, and operational metrics. Perform data analysis to identify revenue trends, offer utilization, and merchant behavior insights.
- Support leadership and cross-functional teams with ad-hoc data requests and performance dashboards.

4. Merchant Escalations & Key Account Support
- Act as an operational liaison for key merchants, ensuring timely resolution of escalations.
- Coordinate with Tech, Finance, and Product teams to troubleshoot and resolve merchant-related issues.
- Monitor major merchant accounts to proactively flag issues and ensure smooth payment operations.

5. Process Optimization & Collaboration
- Identify opportunities for automation and process improvement within the sales operations workflow.
- Partner with Product and Engineering teams to enhance internal tools and reporting systems.
- Drive consistency in operational processes, documentation, and data hygiene across systems.

Qualifications & Skills:

- Bachelor’s degree in Commerce, Business Administration, Finance, or related field.
- 1-3 years of experience in Sales Operations, Business Operations, or Merchant Support within a Fintech / Payments / Banking environment.
- Strong analytical skills with proficiency in Excel / Google Sheets; exposure to BI tools (Tableau, Power BI, Looker) is a plus.
- Working knowledge of CRM systems (Salesforce, HubSpot, Zoho, etc.) and internal operations tools.
- Understanding of payment processing, merchant lifecycle management, and fintech business models.
- Excellent communication, coordination, and stakeholder management skills.
- High ownership mindset with the ability to multitask and deliver under tight timelines. Key Performance Indicators (KPIs):

- Accuracy of offer configurations and merchant data updates
- Timeliness of MIS and reporting deliverables
- Resolution time for merchant escalations
- Merchant satisfaction and retention
- Internal process compliance and audit readiness

What We Offer:

- Opportunity to work at the intersection of Sales, Operations, and Fintech innovation.
- Exposure to leading payment products and merchant ecosystems.
- Collaborative and fast-paced environment encouraging learning and growth.
- Chance to drive impact through process automation and data-driven decision-making.