Sales Operations Specialist, CRM

Role Overview

We are seeking a disciplined, relentlessly resourceful Sales Operations Specialist to be the operational and CRM backbone of InstaSafe’s sales engine. You will own day-to-day Zoho CRM administration and data quality, take full ownership of the deal desk, RFP responses, and sales compliance, and drive open action items to closure within deadlines and budgets.

What You Will Do

You will own Zoho CRM administration and data quality, take full ownership of the deal desk, RFP responses, and sales compliance, and drive open action items to closure within deadlines and budgets.

Why It Might Be a Fit

Success is measured by data quality, forecast reliability, on-time closure of action items, and process discipline.

Requirements

• Bachelor’s degree in Business, Commerce, Engineering, or a related field (or equivalent experience), based in Bangalore or Bhubaneswar.
• 2–4 years of experience in sales operations, revenue operations, CRM administration, deal desk, or a comparable analytical/operations role — preferably in SaaS or technology.
• Hands-on CRM experience (Zoho CRM strongly preferred), including configuration, reporting, and workflow setup.
• Demonstrated ownership of deal desk, RFP/RFI responses, or sales-compliance processes is strongly preferred.
• Relentlessly resourceful and disciplined, with a proven ability to drive follow-ups and close open action items within deadlines and budgets.
• Strong spreadsheet skills (Google Sheets / Excel), strong analytical and problem-solving skills, and excellent attention to detail and data integrity.
• Excellent communication and stakeholder-management skills, with the ability to work cross-functionally with sales, marketing, and finance.