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sales operations Executive
sales operations Executive

sales operations Executive at Tap Invest · Bengaluru (Bangalore) · 0 - 1 years · ₹3L - ₹4L / yr · Profitable · Posted 12 Oct 2026

Tap Invest's logo

sales operations Executive

Anusree TP's profile picture
Posted by Anusree TP
0 - 1 yrs
₹3L - ₹4L / yr
Bengaluru (Bangalore)
Skills
Customer Relationship Management (CRM)
Marketing & Communication

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

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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Tap Invest

Founded :
2022
Type :
Product
Size :
100-500
Stage :
Profitable

About

Diversification for HNI investors. Access high-yield fixed income opportunities, invoice discounting & curated debt products designed for affluent and HNI investors.
Read more

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CRM and Sales Data Management

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Lead-to-Order Coordination

  • Support the sales team in moving leads through the pipeline.
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Order-to-Cash Support

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  • Commercial mindset with strong follow-through.
  • Comfortable working with sales, finance, logistics and customer success teams.

Preferred

  • Experience in B2B SaaS, maritime, logistics, shipping, telecoms, technology or enterprise services.
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  • Experience handling order management, invoicing coordination or customer onboarding.
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You are persistent, organised and commercially alert. You do not let leads go cold, data go stale or orders get stuck. You are comfortable speaking to customers, chasing updates, maintaining systems and ensuring that the full sales process runs smoothly from first contact to payment collection.

You should enjoy working in a fast-moving environment where sales, customer success, operations and finance need to work closely together.


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Key Responsibilities


Sales & Customer Engagement

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Channel Partnership Support

  • Work closely with the Channel Partnership team to support partner acquisition and engagement efforts.
  • Assist in nurturing channel relationships through regular communication, follow-ups, and partner success initiatives.
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Event Participation & Representation

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Qualifications & Skills

  • Fresh graduates or professionals with up to 1–2 years of sales or customer-facing experience.
  • Strong verbal and written communication skills.
  • Ability to build rapport and trust quickly with clients and partners.
  • Proactive, self-motivated, and eager to learn in a fast-paced environment.
  • Comfortable working both independently and in collaborative team setups.
  • Basic understanding of CRM tools is a plus.

Key Skills Required

  • Sales presentation skills
  • Strong communication and client relationship-building
  • Team collaboration
  • Proactive learning and adaptability
  • Problem solving and strategic thinking
  • Confidence in representing the company at events and exhibitions

What We Offer

  • Competitive salary with performance-linked incentives.
  • Real opportunities for career growth, sales training, and professional development.
  • A dynamic, supportive, and innovation-driven work environment.
  • Exposure to national-level events, partnerships, and networking opportunities.

Why Join KrispCall?

  • At KrispCall, you’ll do far more than close deals. You’ll build meaningful relationships, collaborate with smart teams, represent the brand at high-impact events, and contribute directly to KrispCall’s growth in India. If you’re passionate about sales, love meeting people, and want to be part of an ambitious, customer-focused tech company, we’d love to meet you


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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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