Sales Operations Executive / Sr. Executive

📍 Location: Vastrapur, Ahmedabad

📅 Working Days: 5 Days a Week

💼 Experience: 2-4 Years

Job Responsibilities

Prepare and manage customer quotations based on business requirements.
Track quotation approvals, purchase orders (POs), and order status.
Coordinate with customers and internal teams for smooth order execution.
Maintain sales records, documentation, and MIS reports in Excel and CRM.
Generate sales reports, dashboards, and sales funnel updates.
Support the sales team with customer communication, follow-ups, and operational activities.
Ensure timely processing and tracking of orders from quotation to closure.

Required Skills

2-4 years of experience in Sales Operations, Sales Coordination, Sales Support, or Business Operations.
Strong proficiency in MS Excel (reports, formulas, data management, MIS).
Experience working with CRM platforms (Zoho CRM preferred).
Excellent communication and stakeholder management skills.
Strong attention to detail and ability to manage multiple tasks

Preferred Background

Candidates from FinTech, BFSI, NBFC, Lending, Banking, Financial Services, SaaS, or Technology organizations will be preferred.
Experience handling quotations, PO management, sales reporting, CRM updates, and customer coordination is highly desirable.

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