
Sales Coordinator
3 days ago
Job Title: Operations Executive - Sales Coordinator
Location:
Mumbai (Onsite)
Experience:
3–5 years
Department:
Operations
Reporting To:
CEO
Role Summary:
We are looking for a hands-on, detail-driven
Operations Executive
to support the CEO and ensure execution across teams. This role is ideal for someone who has worked in a Microsoft CSP or partner setup and understands transactional operations, CRM, licensing flow, Excel-based reporting, and day-to-day coordination with sales and presales teams.
Key Responsibilities:
CRM & Sales Operations
- Maintain CRM (preferably Microsoft Dynamics) – ensure all leads, opportunities, renewals, and deal stages are updated accurately
- Run weekly hygiene checks on data, and follow up with teams for corrections and updates
- Support licensing order workflow – quotes, renewals, add-ons, invoicing coordination
Coordination & Execution Support
- Track CEO's key tasks and follow-ups with respective owners
- Support day-to-day coordination between sales, presales, and operations
- Act as the single point of contact for CEO for follow-through on operational items
Reporting & Review Rhythm
- Prepare weekly sales reports, licensing summaries, and renewal trackers
- Consolidate data from CRM and Excel for sales reviews and business reporting
- Highlight key misses, delayed actions, or critical bottlenecks proactively
Internal Process Discipline
- Help build structured workflows for renewals, quote processing, and reporting
- Keep sales operations rhythm aligned with targets and timelines
- Assist in planning sales meetings, MOM tracking, and ensuring closure on key points
Required Skills:
- Strong knowledge of Excel – data cleaning, pivot, VLOOKUP, reporting
- Experience using a CRM system (Dynamics preferred)
- Familiarity with Microsoft licensing models (M365, Azure, etc.) is a big plus
- Strong follow-up discipline and ownership of execution
- Clear and polite communicator – especially with senior leaders
- Mature personality – can ask tough questions without being confrontational
Preferred Background:
- Worked in a Microsoft CSP, LSP, or ISV environment
- Handled operations or inside sales in a tech/software company
- Exposure to license lifecycle and quote-to-order processes
Interested candidate can apply on or call on
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