Sales Operations Executive
1 week ago
Role Overview
The Sales Operations Executive will serve as the backbone of our sales and partnership
efforts — ensuring smooth coordination, accurate data management, and operational
excellence across all partnership activities. This role is ideal for someone who enjoys structure,
analytics, and supporting a mission-driven sales team.
Key Responsibilities
1. Sales Coordination & CRM Management
- Manage and update the CRM (HubSpot/Zoho) with leads, opportunities, and pipeline
- stages.
- Support the team in preparing pitches, proposals, and MoUs for CSR and institutional
- partners.
- Track communication and follow-ups with prospective clients and ensure timely
- responses.
2. Data & Reporting
- Maintain and analyze sales dashboards, weekly performance reports, and forecast sheets.
- Create data-driven insights for leadership to inform strategy and decision-making.
- Ensure all client and deal documentation is organized and compliant with company standards.
3. Process & Operations
- Support smooth execution of CSR, school, and government partnership projects.
- Coordinate with internal teams — content, finance, and marketing — for proposal, billing, and project updates.
- Identify process bottlenecks and help automate repetitive operational tasks.
4. Collaboration & Support
- Work closely with the Head of Partnerships to monitor sales targets and performance KPIs
- Coordinate with the finance team for invoice generation, payment tracking, and reconciliation.
- Assist in building internal knowledge bases and partnership trackers.
Requirements
- Bachelor's degree in Business, Management, Marketing, or related field.
- 1–3 years of experience in sales operations, CRM management, or business coordination roles.
- Strong command over Excel/Google Sheets and comfort with CRM tools.
- Excellent written and verbal communication skills.
- High attention to detail, strong organizational ability, and a proactive mindset.
Preferred Experience
- Experience in education, CSR, or social impact sectors.
- Familiarity with government partnership documentation and CSR proposal workflows.
- Comfort with tools like Power BI, Google Data Studio, or project management platforms.
Job Types: Full-time, Permanent
Pay: ₹30, ₹40,000.00 per month
Work Location: In person
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