Sales Support Executive

Posted 3 Days Ago
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Bengaluru South, Bengaluru Urban, Karnataka, IND
In-Office
Entry level
Financial Services
The Role
Support sales by generating and qualifying leads, maintaining CRM and Excel-based pipelines, coordinating between Sales, Operations, and Finance, preparing reports and lead dockets, assisting with proposals and demos, and handling administrative and ad-hoc tasks to ensure smooth sales handovers and backend processes.
Summary Generated by Built In

About Finkraft

Finkraft.ai is an AI-first financial automation platform that helps enterprise clients recover GST Input Tax Credit (ITC) at scale. We work with large corporations across Air and Hotel travel verticals, partnering with leading TMCs to automate invoice reconciliation, compliance, and recovery workflows -
helping finance teams at McKinsey, BCG, Capgemini, Abbott, and 1,200+ enterprises improve compliance, visibility, and cash recovery. We've recovered ₹300Cr+ in GST claims and are scaling from $1.5M to $10M ARR in 18 months.

Our brand is anchored in delivering “Real AI, Real Finance, Real Outcomes,” converting complex financial data into clean, actionable results for the world’s largest enterprises. We define our culture through our “SCORE” values: Speed, Collaboration, Ownership, Results, and Excellence, which guide how we build our technology and serve our clients. We are a fast-growing, high-velocity team solving real financial infrastructure problems for India’s largest enterprises.

Key Responsibilities

1. Lead Generation & Prospecting

      Identify and source potential leads through online research, directories, databases, and social platforms such as LinkedIn.

      Conduct initial outreach via calls, emails, and WhatsApp to qualify leads and assess interest.

      Maintain a healthy and updated pipeline of prospects for the field sales team.

      Track lead status, follow-up schedules, and conversion rates diligently.

      Maintain records of EMI-related interactions and status updates.

 

3. Cross-Functional Backend Support

      Act as the central point of coordination between Sales, Operations, Finance, and teams.

      Ensure backend processes — order processing, documentation, approvals — are completed on time.

      Proactively resolve bottlenecks and escalate issues to the relevant department heads.

      Prepare MIS reports, trackers, and summaries for management review.

 

5. Sales Team Support & Handover

      Ensure a seamless handover of qualified leads and customer details to the field / senior sales team.

      Create well-structured lead dockets with complete contact, requirement, and interaction history.

      Support the sales team with presentations, proposals, and collateral preparation.

      Track post-handover progress and provide back-end support throughout the sales cycle.

 

6. Data Management — Excel / HRMS / CRM

      Maintain accurate and up-to-date records in Excel, or company HRMS / CRM tools as applicable.

      Update daily sales reports, call logs, lead trackers, and pipeline dashboards.

      Generate weekly and monthly performance reports for internal review.

      Flag data discrepancies and ensure data hygiene across all systems.

 

7. General Support & Ad-hoc Tasks

      Be flexible and willing to take on any task that supports the overall sales and business function.

      Assist in organizing sales events, product demos, and client engagement activities.

      Handle administrative and coordination tasks as directed by the reporting manager.

      Contribute to process improvement initiatives for the sales support function.



Requirements

Must-Have Skills

      Strong proficiency in MS Excel (VLOOKUP, pivot tables, dashboards, and data entry).

      Hands-on experience with any CRM tool (Salesforce, Zoho, Freshsales, HubSpot, etc.) or HRMS.

      Ability to multi-task and manage multiple leads/tasks simultaneously without losing attention to detail.

      Self-motivated with a proactive work ethic — willing to step up and own tasks end-to-end.

 

Good to Have

      Prior experience in sales support, inside sales / lead generation , or customer coordination roles.

      Familiarity with Google Workspace (Sheets, Docs, Slides).

      Experience with lead generation tools or databases.



Benefits

Why Finkraft (Benefits)

  • Direct line to the founders, your decisions on the floor are visible and move fast.

  • Build the operating layer of a function being set up from scratch — real ownership, not maintenance.

  • Work on a product solving a real, large-scale problem for India’s and international enterprise market.

  • High-ownership culture — strong performers grow into department heads.

  • Competitive compensation + performance-linked incentives tied to pod and vendor outcomes.



Skills Required

  • Strong proficiency in MS Excel (VLOOKUP, pivot tables, dashboards, data entry)
  • Hands-on experience with any CRM tool (Salesforce, Zoho, Freshsales, HubSpot) or HRMS
  • Ability to multi-task and manage multiple leads/tasks simultaneously without losing attention to detail
  • Self-motivated with a proactive work ethic and willingness to own tasks end-to-end
  • Prior experience in sales support, inside sales / lead generation, or customer coordination roles
  • Familiarity with Google Workspace (Sheets, Docs, Slides)
  • Experience with lead generation tools or databases
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The Company
Mumbai, Maharashtra
28 Employees

What We Do

We are called FinKraft. What do we do? FinKraft - Krafting reliable automated solutions to make complex business processes easier. How do we do it? The process of gathering information, collecting data from various sources and reconciling records is a very painstaking and complex process. With FinKraft, companies need not worry about any of it. We have built a robust automated SaaS platform to help our clients with these processes and eliminate human error. One of the first use cases we have mastered is GST credit on travel expense for corporate India. “Capgemini” saves one million dollars annually using our tool. This marked the beginning of our continuous innovation. We aim to make a difference across industries. A few of our other clients include: Consulting- Mckinsey, Boston Consulting Pharma- Abbott, Sun Pharma Retail- Ikea, Godrej, Benetton Government- WHO, World Bank, US Embassy Banking- American Express, Kotak Industrial- Emerson, Schneider Others- WPP Group, Hershey’s, Tata’s Our Robotic Process Automation (RPA) system makes the process of the extraction of information from emails, websites and other portals more convenient than ever before. Post extraction, our system will also help you read and extract data, reconcile and create actionable real-time dashboards. Strong archiving with an excellent document management system for quick and easy retrieval. Inconsistency and errors in the data are highlighted by our portal to help clients take appropriate measures at the right time. This saves time, money, and enables companies to get error-free reports in just a click!

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