Sales Operations Executive

Job Title: Sales Operations Executive

Department: Sales Operations Reporting To: Head of Sales Operations

Role Overview: We are looking for a Sales Operations Executive to support our merchant sales and account management teams. The role involves managing offer configurations, merchant account-level updates, invoicing, and operational reporting.

You will play a key role in maintaining data accuracy, enabling faster sales execution, and ensuring seamless support for our merchant partners. This is an excellent opportunity for a detail-oriented, analytical professional looking to grow in the fintech ecosystem.

Key Responsibilities:

1. Offer Configuration & Account Management

● Configure and maintain merchant offers, pricing, and discounts within internal systems.

● Execute MDR (Merchant Discount Rate) and VAS (Value-Added Services) updates as per approved requests.

● Ensure all merchant account changes comply with internal approval and audit processes.

● Maintain accurate merchant data across CRM and internal sales platforms.

2. Invoicing & Reconciliation

● Process and verify merchant invoices in coordination with Finance and Sales teams.

● Track billing cycles, adjustments, and settlements to ensure accuracy.

● Support monthly and quarterly reconciliation exercises for key merchant accounts.

3. Data Analytics & Reporting

● Prepare and maintain daily/weekly/monthly MIS reports covering sales performance, merchant activity, and operational metrics. ● Perform data analysis to identify revenue trends, offer utilization, and merchant behavior insights.

● Support leadership and cross-functional teams with ad-hoc data requests and performance dashboards.

4. Merchant Escalations & Key Account Support

● Act as an operational liaison for key merchants, ensuring timely resolution of escalations.

● Coordinate with Tech, Finance, and Product teams to troubleshoot and resolve merchant-related issues.

● Monitor major merchant accounts to proactively flag issues and ensure smooth payment operations.

5. Process Optimization & Collaboration

● Identify opportunities for automation and process improvement within the sales operations workflow.

● Partner with Product and Engineering teams to enhance internal tools and reporting systems.

● Drive consistency in operational processes, documentation, and data hygiene across systems.

Qualifications & Skills:

● Bachelor’s degree in Commerce, Business Administration, Finance, or related field.

● 1–3 years of experience in Sales Operations, Business Operations, or Merchant Support within a Fintech / Payments / Banking environment.

● Strong analytical skills with proficiency in Excel / Google Sheets; exposure to BI tools (Tableau, Power BI, Looker) is a plus.

● Working knowledge of CRM systems (Salesforce, HubSpot, Zoho, etc.) and internal operations tools.

● Understanding of payment processing, merchant lifecycle management, and fintech business models.

● Excellent communication, coordination, and stakeholder management skills.

● High ownership mindset with the ability to multitask and deliver under tight timelines. Key Performance Indicators (KPIs):

● Accuracy of offer configurations and merchant data updates

● Timeliness of MIS and reporting deliverables

● Resolution time for merchant escalations

● Merchant satisfaction and retention

● Internal process compliance and audit readiness

What We Offer:

● Opportunity to work at the intersection of Sales, Operations, and Fintech innovation.

● Exposure to leading payment products and merchant ecosystems.

● Collaborative and fast-paced environment encouraging learning and growth.

● Chance to drive impact through process automation and data-driven decision-making.