Role Summary & Key Objectives
The RevOps Executive will support and optimize revenue-generating operations across Sales, Marketing, and Customer Success. This role focuses on improving process efficiency, CRM accuracy, pipeline visibility, forecasting reliability, and cross-team alignment to drive predictable revenue growth.
Key objectives include building clean data systems, streamlining lead-to-cash workflows, improving reporting accuracy, and enabling revenue teams to perform at peak efficiency.
Core Responsibilities
Maintain and optimize CRM systems to ensure data accuracy and process consistency.
Support lead management workflows—routing, scoring, lifecycle stages, and SLA tracking.
Monitor sales pipeline health, stage conversions, and deal aging; flag risks and gaps.
Build and maintain dashboards and reports for revenue, pipeline, forecasting, and funnel metrics.
Coordinate between Sales, Marketing, and Customer Success teams to align processes and handoffs.
Support forecasting, quota tracking, and performance analysis.
Assist with automation initiatives to reduce manual work in lead handling, deal management, and renewals.
Must-Have Skills (Technical & Soft)
Technical / Functional Skills
Hands-on experience with CRM systems (Salesforce, HubSpot, or Zoho).
Strong understanding of sales funnels, lead lifecycle, MQL → SQL → Closed-Won flow.
Proficiency in Excel / Google Sheets for analysis and reporting.
Experience creating dashboards and revenue reports.
Basic knowledge of marketing automation and customer success workflows.
Understanding of B2B sales operations processes.
Soft Skills
High attention to detail and data accuracy.
Strong analytical and problem-solving mindset.
Clear communication and cross-team coordination skills.
Process-oriented and structured working style.
Ownership mentality and ability to work independently.
Good-to-Have Skills
Experience with marketing automation tools (HubSpot, Marketo, Zoho Campaigns).
Familiarity with SQL, BI tools (Power BI/Tableau), or advanced Excel.
Exposure to SaaS or IT services sales environments.
Understanding of subscription metrics (MRR, ARR, churn, LTV).
Experience building workflow automation or integrations.
Experience Requirements
3–5 years of experience in Revenue Operations, Sales Operations, or Business Operations.
Experience supporting sales teams in B2B environments.
Prior exposure to CRM data management and reporting is mandatory.
KPIs / Success Metrics
CRM Data Accuracy: % of clean, complete, and up-to-date records.
Pipeline Visibility: Forecast accuracy and stage-to-stage conversion reliability.
Process Efficiency: Reduction in lead response time and manual operational tasks.
Reporting Quality: Timeliness and accuracy of dashboards and management reports.
Revenue Enablement: Improved win rates and reduced deal slippage.
Cross-team Alignment: SLA adherence between Marketing, Sales, and Customer Success.
Automation Impact: Number of processes automated and time saved.
Job Types: Full-time, Permanent
Pay: ₹35,000.00 - ₹55,000.00 per month
Benefits:
- Health insurance
- Paid sick time
- Provident Fund
Work Location: In person
