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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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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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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

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Order-to-Cash Support

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  • Ensure activations, licences, customer access and support processes are completed on time.
  • Help resolve operational blockers by coordinating between sales, support, finance and delivery teams.

Skills and Experience

Essential

  • 0 to 5 years of experience in sales support, inside sales, customer success, sales operations or revenue operations.
  • Strong communication skills, especially over phone and email.
  • Comfortable making cold calls and following up with prospects.
  • Good CRM discipline and attention to detail.
  • Strong Excel / Google Sheets skills.
  • Ability to manage multiple leads, customers and tasks at the same time.
  • 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.
  • Experience using HubSpot, Zoho, Salesforce, Pipedrive or similar CRM tools.
  • Experience handling order management, invoicing coordination or customer onboarding.
  • Familiarity with LinkedIn prospecting and sales outreach tools.


Ideal Candidate Profile

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.


Key Success Measures

  • Number of qualified leads created and followed up.
  • CRM accuracy and completeness.
  • Speed and quality of lead follow-up.
  • Conversion support from lead to order.
  • Timely order processing and activation coordination.
  • Reduction in delays between order confirmation, invoicing and payment.
  • Clear reporting on sales pipeline, customer status and revenue progress.


Reporting Line

The role will report to CCO and will work closely with sales, customer success, finance and operations teams.


Why Join Us

This is an opportunity to be part of a growing technology company where sales execution, customer success and operational discipline directly contribute to business growth. The role offers strong exposure to B2B sales, customer operations, commercial processes and revenue management.

Read more
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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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