- Manage and maintain CRM data quality, lead routing, opportunity tracking, and sales pipeline hygiene.
- Build and maintain daily, weekly, and monthly revenue reports and dashboards.
- Analyze sales and marketing funnel performance and identify operational gaps.
- Support automation workflows across CRM, telephony, and other revenue tools.
- Monitor lead assignment, campaign attribution, and revenue tracking accuracy.
- Collaborate with Sales, Marketing, Customer Success, and Finance teams to improve operational efficiency.
- Assist in incentive tracking, target reporting, and performance analytics.
- Troubleshoot operational issues related to CRM, automations, and reporting systems.
- Maintain documentation for revenue processes, workflows, and SOPs.
- Leverage LLM/AI tools (ChatGPT, Claude, Gemini, or similar) for data analysis, workflow optimization, documentation, reporting assistance, and automation support.
- Identify opportunities to improve RevOps processes using AI-driven workflows and prompt-based automation.
- 1–2 years of experience in Revenue Operations, Sales Operations, Business Operations, MIS, or a similar analytical role.
- Strong proficiency in Google Sheets or Microsoft Excel (pivot tables, lookup functions, dashboards, formulas).
- Experience with CRM platforms such as LeadSquared, Salesforce, HubSpot, Zoho CRM, or similar.
- Basic knowledge of SQL for data analysis and reporting.
- Familiarity with automation tools such as n8n, webhooks, APIs, or workflow automation platforms.
- Hands-on experience with LLM/AI tools (ChatGPT, Claude, Gemini or similar) for operational productivity and analysis.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and data accuracy.
- Good communication and stakeholder management skills.
- Ability to manage multiple tasks in a fast-paced environment.
Skills Required
- 1-2 years of experience in Revenue Operations, Sales Operations, Business Operations, MIS, or a similar analytical role
- Strong proficiency in Google Sheets or Microsoft Excel, including pivot tables, lookup functions, dashboards, and formulas
- Experience with CRM platforms such as LeadSquared, Salesforce, HubSpot, Zoho CRM, or similar
- Basic knowledge of SQL for data analysis and reporting
- Familiarity with automation tools such as n8n, webhooks, APIs, or workflow automation platforms
- Hands-on experience with LLM or AI tools such as ChatGPT, Claude, Gemini, or similar
- Strong analytical and problem-solving skills
- Excellent attention to detail and data accuracy
- Good communication and stakeholder management skills
- Ability to manage multiple tasks in a fast-paced environment
What We Do
Founded in 2019 by IIT and BITS alumni, FloBiz is a neobank for SMBs backed by renowned investors like Sequoia Capital, Elevation Capital, Greenoaks Capital, Beenext and Think Investments. Our products & solutions are designed to introduce a completely new way of doing business for small & medium enterprises with creative use of technology. Our marquee offering, called myBillBook — helps small- and medium-sized businesses digitise their invoicing, streamline business accounting and automate workflows of their enterprises. It is a complete GST billing and accounting solution designed exclusively for the aspirational SMB owners. myBillBook, supports Hindi, Gujarati and Tamil as well as English. With over a million monthly active users, SMBs now record over $1 billion worth of transactions on myBillBook every month. We fuel the growth of those enterprises that fuel our economy. https://mybillbook.sng.link/B1sl1/e69m/5xfb Available on Play Store and App Store #GrowWithFlo
