Sales Operations & Business Operations Executive

Role Overview

We are looking for a highly organized and execution-focused Sales Operations & Business Operations Executive to support the company’s day-to-day operating rhythm across sales operations, receivables, finance coordination, reporting, compliance documentation, and vendor management.

This role is ideal for someone who enjoys bringing structure to fast-moving environments, follows through strongly, works comfortably with internal teams and external stakeholders, and can maintain clean records, reports, and operational discipline.

The role will work closely with the COO, Sales team, Finance/Accounts partners, vendors, and customer finance teams.

Key Responsibilities

1. Sales Operations & Revenue Support

• Prepare and issue proforma invoices, tax invoices, quotations, and related commercial documents.
  
• Coordinate with the Sales team to ensure accurate billing details, purchase orders, payment terms, and customer documentation.
  
• Track customer receivables, due dates, overdue payments, and billing status.
  
• Follow up professionally with customer finance/procurement teams for payment updates.
  
• Maintain updated records of invoices, POs, payment confirmations, and pending receivables.
  
• Support sales reporting by maintaining clean CRM and billing data.
  
• Assist in improving sales operations workflows, documentation, and reporting discipline.
  
• Manage order execution workflows, including matching customer POs with required approvals and supporting documents in CRM and email records.
  

2. Finance & Accounts Coordination

• Collect, verify, and organize invoices, bills, expense proofs, and payment-related documents.
  
• Coordinate with internal teams for timely submission of expense and vendor documents.
  
• Prepare structured documentation for CA, CFO, CS, auditors, and other finance partners.
  
• Support GST, TDS, statutory filings, audit requirements, and compliance-related documentation.
  
• Maintain organized financial records in the required systems and folders.
  
• Track recurring expenses, vendor payments, reimbursements, and operational costs.
  
• Ensure financial information is accurate, complete, and available on time for management review.
  

3. Expense Tracking & MIS Reporting

• Maintain a live expense tracker across key cost categories such as Sales, Marketing, Operations, Cloud/Infrastructure, Tools, Travel, and Administration.
  
• Prepare weekly and monthly summaries of expenses, receivables, collections, and operational updates.
  
• Identify unusual, unplanned, or delayed expenses and flag them proactively.
  
• Build simple dashboards and reports for management visibility.
  
• Maintain clean, structured data across spreadsheets and business systems.
  
• Support budgeting, forecasting, and monthly review preparation where required.
  

4. Vendor, Procurement & Administrative Operations

• Coordinate with vendors for quotations, invoices, agreements, renewals, and payments.
  
• Support procurement of business tools, office requirements, employee assets, and operational services.
  
• Track vendor contracts, subscriptions, renewals, and recurring costs.
  
• Assist internal teams with operational requirements and cross-functional coordination.
  
• Take ownership of closing pending operational tasks with timely follow-ups.
  

5. Systems & Process Management

• Work hands-on with Zoho and other business tools to maintain clean operational data.
  
• Support process improvements across billing, collections, expenses, documentation, and reporting.
  
• Create and maintain trackers, SOPs, checklists, and documentation templates.
  
• Ensure information is structured, searchable, and easy for leadership to review.
  

Tools & Systems

Hands-on experience with the following will be preferred:

• Zoho Books
  
• Zoho Expense
  
• Zoho CRM
  
• Zoho People
  
• Zoho Analytics
  
• Zoho Sign
  
• MS Excel / Google Sheets
  
• Dashboard and reporting tools
  

Required Experience & Skills

• 3–5 years of experience in Operations, Sales Operations, Finance Operations, Accounts Coordination, Business Operations, or a similar role.
  
• Strong understanding of invoicing, receivables, expenses, vendor coordination, and basic Indian accounting workflows.
  
• Experience working with Sales teams, customer finance teams, CA/CS firms, and internal business teams.
  
• Strong Excel / Google Sheets skills, including trackers, summaries, formulas, and structured reporting.
  
• High attention to detail and strong documentation discipline.
  
• Ability to follow up consistently and close tasks without repeated reminders.
  
• Comfortable managing multiple priorities in a fast-paced startup environment.
  
• Clear written and verbal communication skills.
  

Ideal Candidate Profile

The ideal candidate is someone who is:

• Highly organized, reliable, and detail-oriented.
  
• Strong in follow-ups and ownership.
  
• Comfortable with numbers, invoices, trackers, and documentation.
  
• Able to work independently with minimal supervision.
  
• Calm and professional when coordinating with customers, vendors, and internal teams.
  
• Process-driven, but practical enough to operate in a startup environment.
  
• Eager to learn and grow into a broader business operations role.
  

Success in This Role Looks Like

• Invoices, receivables, expenses, and records are always updated and easy to review.
  
• Customer billing and payment follow-ups happen on time.
  
• Management has clear visibility into monthly expenses, collections, and operational priorities.
  
• CA, CS, and compliance documentation is prepared without last-minute gaps.
  
• Internal teams experience smoother operational support.
  
• Processes become more structured, repeatable, and scalable over time.
  

Growth Path

Based on performance, ownership, and business needs, this role can grow into:

• Senior Business Operations Executive
  
• Sales Operations Lead
  

Why Join VergeCloud

• Work directly with the COO and founding team.
  
• Get exposure across Sales, Finance, Compliance, Vendor Management, and Business Operations.
  
• Be part of a growing technology infrastructure company in the cloud, CDN, DNS, and security space.
  
• Build practical operating systems that directly support business growth.
  
• Strong learning curve with meaningful ownership from day one.
  

Compensation

Compensation will be competitive and aligned with experience, capability, and Bengaluru startup market standards.