Sales Operations Executive

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.

Tagged as: CRM Administration, Data Analysis, Excel, HubSpot, Pipeline Management