About the role
The Sales Operations Executive will be responsible for ensuring end to end sales process hygiene, CRM accuracy, and MIS discipline across categories. The role acts as a central coordination point between Sales, Procurement, and Finance teams, enabling smooth order execution and reliable data flow.
Responsibilities 1. Sales MIS and Reporting-
Prepare and maintain daily, weekly, and monthly MIS covering pipeline, orders, dispatches, and collections
-
Ensure alignment and consistency of data across CRM, sales trackers, and finance reports.
2. Inter-Department Coordination and Collaboration
-
Work with Procurement teams to track order confirmation, material availability, and dispatch timelines
-
Liaise with Finance teams to align on billing, collections status, credit approvals, and reconciliations
3. Client Relationship and Operational Support
-
Support sales teams in client coordination, follow-ups, and documentation sharing
-
Maintain updated client contact databases and communication logs
-
Assist in scheduling meetings, calls, and follow-up actions to ensure continuity
4. Order Tracking and Execution Support
-
Track order status from confirmation to dispatch and delivery
-
Ensure timely updates are shared with sales, procurement, and finance teams
5. Documentation, CRM, and Data Management
- Maintain accurate and well-organised records across CRM and internal trackers for leads, clients, opportunities, quotations, purchase orders, invoices, and client communications
6. Data Authenticity and Process Hygiene
-
Validate data received from sales teams before updating CRM or MIS trackers
-
Ensure all entries are supported by relevant approvals, quotations, or documentation