Role: Sales Operations Executive

Department: Sales / Business Operations

Location: Bengaluru | Work From Office

Employment Type: Full-Time

About the Role

We are looking for a Sales Operations Executive to support and streamline the day-to-day operations of the sales team. The role will involve managing leads, maintaining CRM data, tracking the sales pipeline, preparing reports, monitoring follow-ups, and ensuring accurate and timely sales data.

The ideal candidate should be strong in Excel/Google Sheets, detail-oriented, organized, analytical, and comfortable working with sales data and CRM systems.

Key Responsibilities

Manage and maintain the sales lead database in Excel/Google Sheets and CRM.
Track leads across different stages of the sales funnel and pipeline.
Ensure accurate and timely CRM updates by the sales team.
Monitor pending follow-ups and ensure leads are appropriately tracked.
Allocate and update leads for the sales team as required.
Maintain daily, weekly, and monthly sales reports.
Track key sales metrics including:
Leads generated
Leads contacted
Follow-ups
Conversions
Lost leads
Pipeline status
Clean, organize, validate, and maintain the accuracy of sales data.
Prepare reports using Excel formulas, Pivot Tables, and dashboards.
Coordinate with the sales team to collect missing or updated lead information.
Identify duplicate leads, data gaps, incorrect entries, and pending follow-ups.
Maintain accurate records of lead movement and sales activities.
Support the sales team with operational and reporting requirements.
Generate regular insights from sales data to help the team monitor pipeline and performance.
Assist in improving sales processes, reporting formats, and CRM data hygiene.

Requirements

1–3 years of experience in Sales Operations, Sales Coordination, MIS, Business Operations, or a similar role.
Strong proficiency in Microsoft Excel / Google Sheets.
Good understanding of CRM and lead management processes.
Strong data management and analytical skills.
Good attention to detail and ability to maintain accurate records.
Ability to work with large datasets and manage multiple priorities.
Good communication and coordination skills.
Ability to work independently and follow up with sales team members to ensure data and reports are updated on time.
Comfortable working in a fast-paced startup environment.

Technical Skills

Candidates should be comfortable with:

VLOOKUP / XLOOKUP
IF / nested IF
COUNTIF / SUMIF
Pivot Tables
Data cleaning and validation
Basic dashboards and reporting
Google Sheets / Microsoft Excel
CRM data management

Good to Have

Experience with CRM platforms such as Salesforce, HubSpot, Zoho, Freshsales, or similar tools.
Understanding of sales funnels, lead stages, and conversion metrics.
Experience preparing MIS/sales performance reports.
Experience working with a sales or business development team.
Basic understanding of sales KPIs and pipeline management.

What We Offer

Opportunity to work closely with the Sales and Business Operations teams.
Exposure to end-to-end sales operations and CRM management.
Opportunity to work with sales data, reporting, and performance metrics.
Learning and growth opportunities in a fast-paced startup environment.

Role Objective

To ensure accurate lead management, effective CRM utilization, reliable sales reporting, proper pipeline tracking, and smooth day-to-day sales operations, enabling the sales team to focus effectively on revenue generation.

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Sales Operations Executive