Sales Operations & CRM Executive

Job Description

REQUIREMENTS

• 2–5 years of experience in Sales Operations / CRM / Commercial Operations
• Experience in IT, SaaS, or system integration companies is highly preferred
• Strong experience with CRM systems (ERPNext, Salesforce, HubSpot, etc.)
• Understanding of sales lifecycle and subscription/renewal models
• Fluent in English (mandatory)
• Strong organizational and coordination skills

RESPONSIBILITIES

Sales Operations & Process Management

• Manage and monitor the full sales cycle from lead to deal closure
• Ensure all opportunities are accurately tracked and updated in the CRM system
• Support the sales team in proposals, quotations, and deal progression
• Ensure all sales activities follow company processes and standards

CRM Management (ERPNext or similar)

• Maintain CRM data accuracy (leads, opportunities, accounts)
• Generate pipeline and performance reports
• Enforce CRM usage discipline across the team
• Identify and implement process improvements

Customer Management & Coordination

• Maintain and update customer records and contact details
• Coordinate with customers for onboarding, documentation, and follow-ups
• Support communication related to orders, renewals, and account updates

Renewals & Upselling (DocuSign Focus)

• Track renewal timelines and ensure proactive engagement
• Support upsell and cross-sell opportunities
• Work with the sales team to maximize account value

Order Fulfilment & Vendor Coordination

• Manage DocuSign fulfilment orders through distributors (e.g., Ingram / Aptec)
• Coordinate with vendors and internal teams for account provisioning
• Ensure smooth onboarding and activation process

Reporting & Performance Tracking

• Prepare weekly and monthly sales reports
• Track pipeline, conversions, renewals, and revenue metrics
• Provide insights to improve sales efficiency

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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