The Role
Supports sales and marketing operations by managing CRM data, pipelines, quotes, contracts, reporting, dashboards, forecasting, incentives, and sales enablement. Coordinates lead handoffs and campaign follow-ups, maintains sales and marketing assets, improves workflows, and supports onboarding and cross-functional communication. Requires CRM proficiency, strong analytical skills, spreadsheet and reporting expertise, and experience in sales operations or support.
Summary Generated by Built In
Role Overview
We are seeking a detail-oriented and proactive Sales Operations Executive to support our Sales and Marketing teams in driving consistent revenue growth and operational efficiency. The role involves managing sales processes, maintaining data accuracy, enabling reporting and insights, coordinating between sales and marketing functions, and ensuring seamless execution of sales enablement activities.
Key ResponsibilitiesSales Process & Support
- Support the sales team by streamlining processes, documentation, and pipeline management.
- Ensure timely creation and management of quotes, contracts, proposals, and order booking processes.
- Manage CRM systems (e.g., Salesforce, HubSpot, Zoho) to maintain accurate customer and pipeline data.
- Track sales targets, achievements, and incentives for sales reps.
Data & Reporting
- Generate and analyse sales and marketing performance reports (leads, pipeline, conversions, revenue forecasts).
- Provide insights to management for decision-making and strategy optimization.
- Maintain dashboards to ensure leadership visibility of sales progress and marketing ROI.
Sales & Marketing Alignment
- Coordinate with marketing to track lead generation, campaigns, and handover of marketing-qualified leads (MQLs) to sales.
- Assist in campaign execution follow-ups with sales teams to increase conversion.
- Maintain central repositories of sales and marketing assets (collaterals, presentations, templates).
Operational Excellence
- Optimize workflows and tools for efficiency and accuracy.
- Assist in onboarding, training, and supporting new sales team members with tools/systems.
- Support forecasting, territory alignment, and sales incentive programs.
- Act as point of contact between sales, marketing, and cross-functional teams such as finance, operations, and customer success.
- Strong analytical and data interpretation skills.
- Proficiency in CRM tools (Salesforce/HubSpot/Zoho or similar).
- Excellent proficiency in Excel / Google Sheets and reporting dashboards (Power BI, Tableau ideal).
- Effective communication and coordination skills across teams.
- Detail-oriented, organized, and process-driven.
- Problem-solving mindset and ability to suggest improvements.
- Bachelor’s degree in Business, Commerce, Marketing, Operations, or related field.
- 1-3 years of experience in Sales Operations, Sales Support, or related roles.
- Experience working with sales/marketing automation tools is a plus.
- Prior exposure to IT, SaaS, or B2B industries preferred (but not mandatory).
- An opportunity to work closely with leadership in a high-growth environment.
- Exposure to both Sales and Marketing strategy execution.
- Budget Upto: 5LPA
Skills Required
- Bachelor's degree in Business, Commerce, Marketing, Operations, or a related field
- 3+ years of experience in sales operations or HubSpot operations and administration
- Well-versed in HubSpot operations and administrative activities
- Proficiency in CRM tools such as Salesforce, HubSpot, Zoho, or similar
- Strong analytical and data interpretation skills
- Excellent proficiency in Excel or Google Sheets
- Experience with reporting dashboards such as Power BI or Tableau
- Experience with sales and marketing automation tools
- Prior exposure to IT, SaaS, or B2B industries
- HubSpot certification
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The Company
What We Do
Winfo Solutions is an AI innovation-led digital transformation company that helps organizations modernize operations, accelerate growth, and unlock value from data, automation, cloud, and enterprise technologies. It delivers Oracle transformation, AI-powered innovation, intelligent automation, data engineering, analytics, business intelligence, cloud modernization, managed services, and custom application development for global enterprises across industries seeking stronger business outcomes and modernized technology environments.
