Business Operations Executive

Role and Responsibilities

• Prepare and share quotations, proposals, and commercial documents with clients.
• Coordinate with product/technical teams and vendors for pricing.
• Manage sales pipeline updates, follow-ups, and CRM entries.
• Assist sales team with documentation, order processing, and client communication.
• Maintain trackers for leads, proposals, orders, and renewals.
• Support in preparing daily/weekly/monthly sales MIS reports for Sales, Service, and Finance.
• Coordinate with the Service/Support team for ticket assignment and closure in CRM.
• Track AMC/renewal leads, warranty expiry, and service quotations.
• Share service-related proposals & follow up for closure of service deals.
• Maintain service sales database AMC, Preventive Maintenance, Renewals, etc.
• Support in scheduling engineers and ensuring SLA timelines are met.
• Assist in customer communication regarding service status updates.
• Act as the bridge between Sales, Service, Accounts, and Logistics departments.
• Maintain service logs, daily operational trackers, and team progress reports.
• Support in coordinating material dispatch, engineer allocation, and task updates.
• Track SLA performance and escalate delays to the respective team.
• Maintain operational documentation and ensure timely updates to the system.
• Prepare weekly service performance & activity summary reports & review with the client.
• Perform internal checks on documentation, billing, approvals, and processes.
• Identify discrepancies and report irregularities to the management.
• Ensure compliance with internal SOPs across Sales, Service & Operations.
• Maintain audit records and help prepare process improvement reports.
• Monitor data accuracy in trackers, CRM, and financial logs.
• Track client payments and update.
• Coordinate with Accounts for payment follow-up, vendor payments & invoice status.
• Maintain records of advance payments, due payments, and outstanding amounts.
• Highlight payment delays, discrepancies, or pending approvals.
• Maintain organized documentation, digital records, and filing systems.

Qualifications and Education Requirements

· Minimum graduation is required, Excel certifications or Course would be advantageous

EXPERIENCE

2–4 years in Sales Support, Operations, Service Coordination, or Business Support roles.

Preferred Skills

· Strong communication & coordination ability

· Proficiency in Excel, Google Sheets, and documentation

· Basic understanding of sales & service workflows

· Ability to multitask and manage multiple stakeholders

Knowledge of internal audit or operational compliance is an added advantage

Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹30,000.00 per month

Benefits:

• Leave encashment
• Provident Fund

Work Location: In person