Sales Operations Analyst

Role Description This is a full-time remote role for a Salesforce Business Analyst. The Salesforce Business Analyst will work closely with stakeholders to gather, analyze, and document business requirements and translate them into effective Salesforce solutions. Day-to-day responsibilities include mapping and optimizing business processes, configuring Salesforce features with administrators, and supporting integrations with other enterprise systems. The role involves creating user stories, functional specifications, and documentation, as well as coordinating testing, training, and user adoption activities. The Salesforce Business Analyst will collaborate with cross-functional teams to ensure solutions align with business goals and deliver measurable outcomes.

Qualifications

• Strong Salesforce.com Administration skills, including configuration, user management, and security settings.
• Demonstrated Business Analysis experience with business requirements gathering, documentation, and stakeholder communication.
• Solid Analytical Skills for evaluating processes, data, and system performance to recommend improvements.
• Experience with Business Process mapping, optimization, and translating workflows into Salesforce solutions.
• Familiarity with Salesforce best practices, standard objects, and automation tools (e.g., Flow, Validation Rules, Reports and Dashboards).
• Ability to work effectively in a remote, collaborative environment with cross-functional and global teams.
• Strong written and verbal communication skills and the ability to present complex ideas in a clear, structured manner.
• Salesforce certifications (e.g., Admin, Business Analyst) are an advantage.

About the Role

Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth. 

 Responsibilities 

• Support business operations using tech tools (Excel, CRM, dashboards)  
• Analyze data and generate insights for decision-making  
• Assist in automation workflows and process improvements  
• Coordinate between tech and business teams  
• Help in implementing digital solutions and tools  

 Skills Required 

• Basic knowledge of Excel / Google Sheets  
• Good analytical and problem-solving skills  
• Understanding of business processes  
• Interest in technology and automation  

 Details 

• Duration: 3–6 months  
• Mode: Remote  
• Certificate + PPO based on performance 

About AbleCredit

Anyone can build an AI demo. Building AI systems that are reliable, observable, secure, and trusted by enterprise customers is an entirely different challenge.

At AbleCredit, we're building an execution platform that combines AI models, APIs, business rules, human decisions, and enterprise systems into production workflows. Every workflow needs to be fast, resilient, auditable, and easy to extend. We’re solving hard problems- come join us while we build this rocketship.

The company was founded in June 2023 by Utkarsh Apoorva (IIT Delhi, built Reshamandi, Guitarstreet, Edulabs); Harshad Saykhedkar (IITB, ex-AI Lead at Slack); and Ashwini Prabhu (IIML, co-founder of Mythiksha, ex-Product Head at Reshamandi, HandyTrain).

About the Role

AbleCredit is looking for a detail-oriented RevOps Analyst to help scale the systems, data, and processes that power our go-to-market engine. You will sit at the intersection of Sales, Customer Success, Marketing, and Product, ensuring that our CRM, pipeline data, and reporting infrastructure give leadership a single, reliable view of the revenue funnel — from first outreach to bank and NBFC clients, through to renewal and expansion.

This is a high-visibility role for someone who enjoys working with data, is comfortable navigating ambiguity in a fast-growing startup, and wants to build the operational backbone of a GenAI platform that serves India's lending ecosystem.

Key Responsibilities

• Own the day-to-day administration of HubSpot, including data hygiene, deduplication, field mapping, pipeline stage governance, and user access management.

• Consolidate, clean, and standardize data arriving as files from multiple sources (e.g., partner/lender exports, internal team trackers) and reconcile it with HubSpot to maintain a single source of truth.

• Build and maintain dashboards and reports that track pipeline health, conversion rates, sales cycle length, forecast accuracy, and revenue against targets for the leadership and GTM teams.

• Partner with Sales and Customer Success leaders to support territory planning, account segmentation, quota tracking, and pipeline reviews for AbleCredit's bank and NBFC customers.

• Document and continuously improve lead-to-cash processes — lead routing, lead scoring, deal desk approvals, contracting, and handoffs between Sales, Onboarding, and Customer Success.

• Analyze funnel performance and customer data to surface trends, bottlenecks, and opportunities, and translate findings into clear, actionable recommendations for stakeholders.

• Support monthly/quarterly revenue forecasting and business reviews by consolidating data from CRM, finance, and product usage sources.

• Evaluate, implement, and maintain the broader RevOps tool stack (CRM, sales engagement, BI/reporting, contract management) and manage integrations between these systems.

• Act as a cross-functional point of contact for data requests, ad hoc analyses, and process troubleshooting from Sales, Marketing, Customer Success, and Finance.

• Maintain data accuracy and compliance standards appropriate for a platform operating in the regulated BFSI (banking, financial services, and insurance) space.

What Are We Looking For?

• Bachelor's degree in Business, Economics, Engineering, Statistics, or a related field.

• 4+ years of experience in RevOps, Sales Operations, or a related function; prior experience at a B2B SaaS, fintech, or BFSI-facing company is a plus.

• Strong proficiency in Excel/ Google Sheets; working knowledge of SQL and comfort querying and interpreting large datasets.

• Hands-on experience with HubSpot and BI/ visualization tools (e.g., Looker, Power BI, Tableau, or Metabase).

• Sharp analytical and problem-solving skills, with the ability to translate raw data into clear business insights.

• Excellent communication skills and the ability to work cross functionally with Sales, Marketing, Customer Success, Finance, and Product teams.

• High attention to detail, strong process orientation, and comfort operating with ambiguity in a fast-paced startup environment.

Good to Have

• Exposure to enterprise or B2B sales cycles involving banks, NBFCs, or other regulated financial institutions.

• Familiarity with sales engagement, contract/ CPQ, or customer success platforms.

• Basic scripting or automation skills (e.g., Python, Google Apps Script) for reporting workflows.

• Prior experience supporting forecasting, quota-setting, or compensation processes.

Why Join AbleCredit?

You'll join a fast-moving team building GenAI-powered infrastructure for one of India's most consequential industries — lending. You'll have direct visibility into how the business runs end-to-end, ownership over the systems and data that leadership relies on daily, and the opportunity to shape RevOps practices as the company scales.

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

Job Description – Sales Operations Job

Title: Sales Operations Executive

Department: Sales

Role Overview

We are looking for a Sales Operations professional to support our sales team and maintain

strong relationships with existing clients. The role will be responsible for ensuring smooth

day-to-day operations, handling client queries, and managing relationships with existing

channel partners. This is an entry-level role, and freshers are welcome to apply.

Key Responsibilities

• Manage and maintain strong relationships with existing clients.

• Handle client queries and coordinate with internal teams to resolve issues on time.

• Follow up with clients to ensure timely transactions and repayments.

• Manage and maintain relationships with existing channel partners.

• Coordinate with channel partners for regular business opportunities and follow-ups.

• Coordinate with internal teams such as Credit, Operations, Risk, and Finance to ensure

smooth execution.

• Maintain accurate records of client and partner interactions.

• Ensure timely follow-up on pending documents, transactions, and other requirements.

Key Skills & Competencies

● Strong client relationship management skills

● Excellent verbal and written communication

● Good follow-up and coordination skills

● Strong problem-solving and ownership mindset

● Ability to manage multiple clients and priorities

● Understanding of lending, working capital, fintech, or financial services is preferred

● Good analytical and reporting skills

● Proficiency in MS Excel / Google Sheets

● Ability to work effectively with cross-functional teams

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting and business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

Operations Executive

Experience: 0–2 years |

Team: Operations Team

Job Description Operations Executive is responsible for managing day-to-day operations, ensuring smooth workflows, and improving processes for enhanced efficiency. They act as a bridge between various teams, including sales, customer service, and finance, to ensure operational excellence and compliance with company policies. This role requires strong analytical, problem-solving, and organizational skills to support the company’s objectives and deliver exceptional service to clients. Key Responsibilities • Manage day-to-day deal and investment operations • Coordinate with Sales/RMs, Business, Tech & Marketing teams • Ensure updated deal dockets, trackers and operational MIS • Analyse investor, investment and deal-level data • Work extensively on Excel / Google Sheets • Use basic SQL for data extraction and analysis • Support investor-related processes including payouts, reinvestments and settlements • Coordinate with internal teams for documents and pending requirements • Identify operational gaps and drive issues to closure • Support new features/process launches and testing • Identify opportunities for process improvement and automation

Requirements • 0–2 years of experience in Operations / FinTech / Financial Services / Sales Operations • Strong Excel/Google Sheets skills • Good analytical and problem-solving ability • Strong attention to detail • Good communication and stakeholder-management skills • Ability to manage multiple tasks and follow through independently • Interest in financial/investment products is a plus

Internship duration - 3 months

Conversion to a full-time position after the internship will be based on performance. 

🚨 Hiring: Salesforce Developer

Experience: 3–5 Years

Location: Bangalore | Hyderabad | Chennai | Mumbai | Pune | Ahmedabad

Work Mode: Hybrid – 2 Days Work From Office Mandatory

Contract: 6 Months

Notice Period: Immediate Joiners Preferred

Shift: 2 PM – 11 PM IST

Interview: 1 Round In-Person Interview Mandatory

Role Summary

We are looking for a Salesforce Developer with strong hands-on experience on the Salesforce Platform. The ideal candidate should have solid Salesforce fundamentals, be a quick learner, self-driven, and able to contribute independently with minimal supervision.

The role will be responsible for delivering scalable and maintainable Salesforce solutions for the Prism project.

Required Technical Skills

• Strong experience in Salesforce Platform Development

• 2+ years hands-on Salesforce Platform experience

• Lightning Web Components (LWC)

• Apex – Classes, Triggers, Batch Apex, Queueable Apex

• JavaScript

• Java – good understanding of OOP concepts

• Salesforce Data Model

• SOQL / SOSL

• Governor Limits and Performance Optimization

• Salesforce Security – Profiles, Permission Sets, Sharing Rules

• Salesforce Integrations and APIs are a plus

Key Responsibilities

• Design, develop, and enhance Salesforce solutions using LWC and Apex

• Build reusable and scalable components following Salesforce best practices

• Collaborate with functional teams to understand business requirements and translate them into technical solutions

• Perform unit testing, debugging, and code reviews

• Participate actively in Sprint activities and deliver tasks independently

• Quickly learn new Salesforce features, business processes, and platform enhancements

• Identify issues proactively and suggest improvements

• Work independently with minimal supervision

• Troubleshoot technical issues and optimize Salesforce solutions

• Maintain ownership of assigned tasks and deliver within timelines

Required Soft Skills

• Quick learner with a positive and driven attitude

• Strong problem-solving and analytical skills

• Good communication and collaboration skills

• Ability to work independently

• Strong ownership mindset

• Commitment to delivery timelines

The Business Operations team is seeking an intern to help run the daily engine that keeps our sales pods accountable and drives how we scale. This role offers exposure to the full BizOps stack — compliance auditing, process improvement, sales enablement, and the BPM and automation work that is transforming manual operations into streamlined workflows. Ideal candidates are sharp, operations-minded, and eager to build a foundation at the intersection of business operations and process automation. 

Responsibilities: 

• Run daily and weekly compliance audits across our sales-pod SOPs, upholding consistency and quality across every pod 
• Review CRM records - call logs, notes, next steps, task completion, and data completeness - to keep pipeline data accurate and decision-ready 
• Turn audit findings into signal, surfacing the recurring gaps and bottlenecks that point to where process should be tightened, standardized, or automated 
• Feed the BPM and automation initiatives, helping identify manual checks that can move into automated workflows and validating that they work as intended 
• Support sales enablement by helping keep the SOPs, trackers, and playbooks our pods rely on sharp and current 
• Assist with documentation of business processes, workflows, and team procedures