Sales Operations Executive

Job Purpose

The incumbent will be responsible for maintaining project records, ensuring accurate data entry, coordinating with Area Managers for operational matters, reconciling accounts and supporting data analysis for decision-making.

Key Responsibilities

Operational Tasks:

• Maintain Red Star Cheque records.
• Handle forecasting and monthly team expenses.
• Prepare invoices and payment breakups.
• Manage SAP ID generation and receivable reconciliation.
• Process cancellation of demand drafts.
• Submit supporting documents with financial instruments to Finance.
• Maintain proper filing of letters and invoices.
• Follow up on payments with the team.
• Conduct data analysis and business correspondence.

PRIAT Project:

• Issue PRIAT offer letters and manage project invoicing.
• Ensure complete data entry in CRM (payments, commissioning, verification, etc.).
• Prepare initial analysis and share findings with the Line Manager.
• Maintain strong follow-ups with Farmers/DDA regarding excess share refunds.

RA & CO Status Verification:

• Verify payment receiving status and update CRM accordingly.
• Submit supporting documents with financial instruments to Finance.

Other Tasks:

• Identify missing ICRs and coordinate with Area Managers for timely submission.
• Verify payment deductions from ICR-1 & ICR-2 against Finance ledger.
• Support receivable aging working and project commissioning.

Requirements

Qualification: Graduation (B.Com / BBA)
Experience: 4–5 years of relevant experience in operations, finance coordination, or data management.

Technical Knowledge:

• Proficiency in MS Office (Excel, Word, PowerPoint)
• Working knowledge of CRM and SAP preferred
• Strong computer literacy and documentation skills

Competencies:

• Strong data analytical skills
• Excellent communication (written & verbal)
• Effective correspondence and record-keeping skills
• Ability to coordinate with internal teams and external stakeholders.

Job Type: Full-time

Work Location: In person