Job Description: Sales Operations Associate
Company: Signzy
Department: Sales Operations
Reports To: Regional Director
Location: Mumbai / Gurgaon (Signzy's core Sales Ops hiring locations; Bengaluru also possible)
Employment Type: Full-Time
About Signz
ySignzy is a leading RegTech company providing digital onboarding, identity verification, and monitoring solutions across 180+ countries through 340+ APIs. Our platform helps banks and businesses with KYC, KYB, AML, fraud checks, bank account verification, and age verification — enabling contracting and customer onboarding in a trustable, safe, legal, and convenient manner through biometric authentication and blockchain-based digital trails
.We work with global leaders including Stripe, HDFC, PayPal, Emirates NBD, and AmazonPay, and hold strategic partnerships with Mastercard and Microsoft. Signzy is self-funded (bootstrapped) and operates at the intersection of AI, fintech, and compliance — helping businesses achieve results like 4x applicant growth, 99% reduced fraud, 80% cost reduction, and 60% fewer customer drop-offs
.
About the Ro
leSignzy is looking for a detail-oriented Sales Operations Associate to ensure the accuracy, completeness, and integrity of sales data, while driving deal execution, invoicing, and sales analytics across our Business Units. This role is central to keeping the Sales Ops “engine” running — supporting Sales, Finance, and cross-functional teams as Signzy scales globally in the RegTech spac
e.
Key Responsibilit
entOwn CRM data hygiene and compliance checks to ensure accuracy and completeness of raw sales d
ataMaintain leads, accounts, opportunities, and pipeline records; flag stale or duplicate entr
iesSupport CRM workflow configuration, dashboard setup, and adoption across Business Un
itsPartner with sales reps to ensure consistent, real-time pipeline upda
ingGenerate and process accurate, timely invoices aligned to deal terms and contract va
lueTrack invoice lifecycle (raised, pending, paid, overdue) and coordinate with Finance on collecti
onsMaintain organized documentation of contracts, POs, and billing records for audit-readin
entSupport the deal lifecycle end-to-end — from opportunity creation through closed-won/closed-l
ostReview discount requests, pricing approvals, and contract terms in line with deal desk proces
sesAct as a liaison between Sales, Finance, and Legal to keep deals moving without bottlene
cksMaintain a single source of truth for real-time deal status across the pipel
- ineSales Analytics & Report
ingConduct sales data analysis to surface insights on sales productivity, lead quality, and process g
apsPerform root cause analysis (RCA) on pipeline drop-offs, lost deals, and process inefficienc
iesBuild recurring dashboards and reports: pipeline coverage, win rates, quota attainment, sales veloc
ityDeliver weekly/monthly reporting packages to Sales and Business Unit leaders
ionUse AI tools (e.g., ChatGPT/Claude, CRM AI add-ons, workflow automation platforms) to speed up data cleaning, reporting, and routine sales ops ta
sksIdentify and implement automation opportunities across the Quote-to-Cash and reporting workflows, in line with Signzy's own AI-driven, automation-first product philoso
phyStay current on AI/RPA tools relevant to sales operations and recommend adopt
- ionSpreadsheet & Data Management (Excel / Google Sheets Expe
rt)Build and maintain advanced Excel/Google Sheets trackers, models, and dashboards (pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH, conditional formatting; Apps Script/macros a pl
us)Consolidate and clean data across CRM, billing, and marketing sources into a single reliable v
iewEnsure data integrity for all sales operations and leadership report
ing
Required Skills & Qualificat
ionsBachelor's degree in Business, Finance, Economics, or a related f
ield1–3 years of experience in Sales Operations, RevOps, or Business Operations (fintech/SaaS/RegTech background a p
lus)Hands-on experience with CRM systems (Salesforce, HubSpot, Zoho, or similar); CRM experience strongly prefe
rredStrong sales data handling and data analysis sk
illsExcellent Excel skills (advanced formulas, pivot tables) and Google Sheets profici
encyWorking knowledge of PowerPoint for reporting/presenta
tionFamiliarity with AI productivity and automation tools (ChatGPT, Claude, Zapier, Make, or simi
lar)Strong analytical mindset with high attention to detail and data accu
racyAbility to work cross-functionally across Sales, Finance, and multiple Business Units in a fast-paced environ
mentDashboard building is non-negotiable: candidate must be able to independently design and build sales dashboards (in Excel/Google Sheets and/or CRM/BI tools) from raw data — this is a mandatory, must-have skill for this role, not a nice-to-
have
Nice to
HaveExperience with invoicing/billing tools (QuickBooks, Zoho Invoice, NetS
uite)Exposure to SQL or BI tools (Looker, Tableau, Powe
r BI)Understanding of KYC/KYB/AML or fintech/compliance work
flows
Why Join
SignzyWork at the forefront of the RegTech industry, driving business growth across multiple Business
UnitsCollaborate with high-impact, cross-functional teams on transformational initi
ativesBe part of a self-funded, fast-scaling company solving trust and compliance problems for global fintech l
eaders
Signzy is an equal opportunity employer committed to building a diverse and inclusive wor
kplace.
