Sales Operations Specialist

Sales Operations Associate / Senior Associate

Qualification & Eligibility :

Graduate / Post Graduate

Minimum 13 years of experience in Sales Operations / CRM Operations

Experience working in B2B Ed-Tech, Schools/Institutions, or Inside Sales environments preferred Startup experience is an added advantage

Experience with CRM tools like Lead Square (LSQ) and calling platforms highly preferred

Skill Sets:

Hands-on experience in SaaS Tools(workflows, automations, lead management)

Working knowledge of calling software for inbound & outbound calling operations

Strong analytical skills with SQL (basic queries for data fetching and data audits)

Advanced proficiency in Excel or Google Sheets (Pivot Tables, VLOOKUP/XLOOKUP, dashboards) Ability to manage lead filtration, validation, segmentation, and prioritization

Strong troubleshooting skills to identify and resolve CRM or calling software issues quickly

Good understanding of sales funnels, lead lifecycle, and call-center KPIs

Excellent communication and coordination skills across teams

Roles & Responsibilities:

Manage and optimize CRM including lead stages, automations, segmentation, and data hygiene. Oversee lead filtration and validation to ensure high-quality leads move through the sales pipeline.

Monitor and manage calling software performance call routing, agent allocation, call logs, and system uptime.

Perform data extraction using SQL, run audits, and prepare MIS reports in Excel/ G-Sheets.

Create dashboards to track pipeline health, lead movement, call performance, and sales KPIs.

Provide daily support to sales teams by ensuring proper lead allocation and preventing lead leakage.

Identify, troubleshoot, and resolve CRM issues, software errors, data sync failures, or workflow breakdowns.

Coordinate with Tech/IT teams to escalate and close high-priority operational issues.

Conduct regular process audits and improve sales workflows to enhance efficiency.

Provide insights to leadership to improve productivity, conversion rates, and overall sales performance.