Sales Operation Executives

Requirements
-2-4 years of experience in sales operations, admin, or data management (preferably in agency or SaaS environment).
-Strong command of Google Sheets / Excel, CRM tools (HubSpot /Pipedrive), and Google Workspace.
-Organized, detail-oriented, and comfortable managing multiple priorities.
-Analytical mindset with good communication and problem-solving skills.
-Basic understanding of digital marketing or eCommerce sales is a plus.

Responsibilities

1. CRM Management
-Maintain accurate and up-to-date lead and deal records in HubSpot or Pipedrive.
-Assign and track sales leads, ensuring timely follow-ups.
-Build dashboards and reports for pipeline visibility.

2. Lead Qualification & Tracking
-Review inbound leads and qualify based on pre-set criteria (industry, budget, timeline).
-Tag and categorize leads for easier segmentation (B2B, B2C, Shopify, Performance Marketing, etc.).
-Ensure no duplicate or cold leads remain untracked.

3. Sales Reporting
-Prepare weekly and monthly sales reports for management.
-Track KPIs (conversion rate, deal velocity, source performance).
-Highlight pipeline risks or gaps for proactive action.

4. Proposal & Document Coordination
-Support the sales team in organizing quotations, proposals, and contracts.
-Ensure all documentation is aligned with pricing and service standards.
-Maintain a central repository for sales materials (templates, decks, etc.).
-Presentation Slides Preparation Support

5. Process & Workflow Optimization
-Identify bottlenecks in the sales process and suggest improvements.
-Set up automated reminders, follow-ups, and report generation within the CRM.
-Collaborate with marketing to ensure smooth lead handover from campaigns.

6. Administrative Support
-Coordinate meeting schedules and call notes.
-Assist in invoicing coordination with finance after deal closure.
-Manage communication between internal sales and delivery teams.