Operations Executive

7 days ago


Gurgaon, Haryana, India Fleetx Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Description: The Sales Operations Executive Will manage the end-to-end process of handling trial and demo customers, ensuring smooth onboarding, tracking usage, and supporting conversion to paid accounts. The role involves close coordination with sales, product, and customer success teams to ensure prospects experience maximum value during their trial period, ultimately driving higher conversion rates.

Responsibilities:

  1. Trial & Demo Account Management

  2. Manage trial/demo accounts in CRM and product systems.

  3. Track account activation, usage patterns, and engagement levels.
  4. Ensure all trials are linked to the appropriate sales owner for follow-up.

  5. Onboarding & Engagement Tracking

  6. Coordinate with the sales team to ensure smooth onboarding of trial customers.

  7. Monitor engagement KPIs (logins, feature adoption, usage frequency).

  8. Sales Support & Conversion

  9. Provide sales teams with insights on trial customer behavior and usage.

  10. Flag high-potential accounts for proactive follow-up.

  11. Reporting & Analytics

  12. Maintain accurate records of all trial accounts in CRM.

  13. Generate weekly and monthly reports on trial performance, conversion rates, and reasons for drop-offs.
  14. Analyze trends to identify opportunities for improving trial-to-paid conversion.

  15. Process Compliance & Improvements

  16. Ensure that trial setup and closure processes are followed.

  17. Suggest and implement improvements to the trial customer journey.
  18. Liaise with the Cross functional team to resolve technical issues affecting trial accounts.

Desired Skills & Experience:

Must Have:

  • Bachelors degree in Business, Commerce, or relevant field.
  • 13 years experience in sales operations, customer onboarding, or CRM management.
  • Strong analytical skills with proficiency in Excel / Google Sheets.

Offerings:

  • A dynamic and challenging work environment with significant growth opportunities.
  • Competitive salary and benefits package.
  • Comprehensive medical and accidental coverage for employees and their families.

Location - Gurgaon


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