Sales Operations Analyst

5 days ago

Mumbai, Maharashtra, India Universal Hr Solutions Full time ₹ 40,00,000 - ₹ 80,00,000 per year

We are hiring for an AI product & IT consulting company (MSME registered) based in Mumbai.

The joining will be immediate, so a Mumbai native or an immediate relocating candidate will be preferred (Expected joining date max 7 days from the offer letter). One week's accommodation might be provided.

Key Responsibilities

  • Prepare, maintain, and deliver recurring and ad-hoc sales, billing, and revenue reports using

Excel/Google Sheets (daily, weekly, monthly).

  • Maintain resource management data (start/end dates, billable status, allocation) and keep the revenue/project tracker up to date.
  • Collect, validate, and reconcile timesheets; convert timesheet data into invoice-ready records.
  • Validate invoices and upload them to client/vendor portals; follow up on submission status and resolve rejections.
  • Coordinate with Accounts and Collections teams to obtain approvals and to resolve invoice discrepancies.
  • Support CRM operations as needed.
  • Maintain a source of truth for billing cycles, revenue projects, and invoicing schedules.
  • Document processes, suggest small automations or template improvements, and implement best practices to reduce errors.

Ideal Candidate Profile

  • 1 - 4 years of experience in sales operations, finance operations, billing, or similar.
  • Intermediate/Advanced Excel skills: Pivot tables, XLOOKUP/INDEX-MATCH, Data visualization.
  • Practical experience validating and uploading invoices to vendor/client portals.
  • Hands-on with CRM (Freshworks / Zoho / HubSpot / MS Dynamics), at least data entry and report

extraction.

  • Basic knowledge of invoicing concepts (PO matching, invoice numbering, GST basics in India).
  • Excellent attention to detail and strong communication skills for cross-team coordination.

Nice to have

  • VBA / Excel macros or Power Query automation experience.
  • Experience with Power BI / Tableau for dashboards.
  • Prior experience working with large client/vendor portals and complex submission rules like SAP Ariba.

If selected, you will get a call from the company HR itself.

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