Sales Operations Analyst

Job Description Roles & Responsibilities We're looking for a Sales Operations Analyst to support the Sales team by managing CRM data, sales reporting, forecasting, proposal coordination, and commercial operations. This role ensures efficient sales processes, delivers actionable insights, and streamlines internal workflows, allowing Sales Executives and Business Development Managers to focus on building customer relationships and closing new business. The ideal candidate is analytical, detail-oriented, and passionate about driving operational efficiency through data and process improvement. Key Responsibilities: Manage CRM accuracy and sales pipeline. Track sales KPIs and prepare weekly/monthly reports. Support sales forecasting and dashboard reporting. Coordinate proposals with Engineering, Product, Finance, and Legal. Manage quotations, commercial documentation, and internal approval workflows. Analyze sales performance and identify process improvement opportunities. Standardize sales processes, improve CRM adoption, and develop SOPs. Managing and tracking Change requests (CRs). Preparing and following up on quotations. Coordinating internal follow-ups with the relevant departments. Maintaining and updating CRM records and opportunity status. Coordinating billing-related activities with Finance and ensuring timely follow-up. Tracking proposals, commercial documents, approvals, and pending actions. Desired Candidate Profile Bachelor's degree in Industrial Engineering (preferred), or Business Analytics, MIS, or Operations Management. 1-2 years of experience in Sales Operations, Business Operations, PMO, or Process Improvement. Strong analytical skills with experience using CRM platforms, Advanced Excel, and AI Tools. Exposure to the fintech, financial services, SaaS, or technology industry is an advantage. Company Industry BankingFinancial ServicesBroking Department / Functional Area SalesBusiness Development Keywords Sales Operations Analyst Get real-time job updates only on our App