Sales Operations

" , "Industry":"Technology" , "Job_Description":"Role Overview We are looking for a highly organized and execution-focused Sales Operations Business Operations Executive to support the company day-to-day operating rhythm across sales operations, receivables, finance coordination, reporting, compliance documentation, and vendor management

This role is ideal for someone who enjoys bringing structure to fast-moving environments, follows through strongly, works comfortably with internal teams and external stakeholders, and can maintain clean records, reports, and operational discipline

The role will work closely with the COO, Sales team, Finance/Accounts partners, vendors, and customer finance teams

Key Responsibilities 1

Sales Operations Revenue Support Prepare and issue proforma invoices, tax invoices, quotations, and related commercial documents

Coordinate with the Sales team to ensure accurate billing details, purchase orders, payment terms, and customer documentation

Track customer receivables, due dates, overdue payments, and billing status

Follow up professionally with customer finance/procurement teams for payment updates

Maintain updated records of invoices, POs, payment confirmations, and pending receivables

Support sales reporting by maintaining clean CRM and billing data

Assist in improving sales operations workflows, documentation, and reporting discipline

Manage order execution workflows, including matching customer POs with required approvals and supporting documents in CRM and email records

2

Finance Accounts Coordination Collect, verify, and organize invoices, bills, expense proofs, and payment-related documents

Coordinate with internal teams for timely submission of expense and vendor documents

Prepare structured documentation for CA, CFO, CS, auditors, and other finance partners

Support GST, TDS, statutory filings, audit requirements, and compliance-related documentation

Maintain organized financial records in the required systems and folders

Track recurring expenses, vendor payments, reimbursements, and operational costs

Ensure financial information is accurate, complete, and available on time for management review

3

Expense Tracking MIS Reporting Maintain a live expense tracker across key cost categories such as Sales, Marketing, Operations, Cloud/Infrastructure, Tools, Travel, and Administration

Prepare weekly and monthly summaries of expenses, receivables, collections, and operational updates

Identify unusual, unplanned, or delayed expenses and flag them proactively

Build simple dashboards and reports for management visibility

Maintain clean, structured data across spreadsheets and business systems

Support budgeting, forecasting, and monthly review preparation where required

4

Vendor, Procurement Administrative Operations Coordinate with vendors for quotations, invoices, agreements, renewals, and payments

Support procurement of business tools, office requirements, employee assets, and operational services

Track vendor contracts, subscriptions, renewals, and recurring costs

Assist internal teams with operational requirements and cross-functional coordination

Take ownership of closing pending operational tasks with timely follow-ups

5

Systems Process Management Work hands-on with Zoho and other business tools to maintain clean operational data

Support process improvements across billing, collections, expenses, documentation, and reporting

Create and maintain trackers, SOPs, checklists, and documentation templates

Ensure information is structured, searchable, and easy for leadership to review

Requirements Tools Systems Hands-on experience with the following will be preferred: Zoho Books Zoho Expense Zoho CRM Zoho People Zoho Analytics Zoho Sign MS Excel / Google Sheets Dashboard and reporting tools Required Experience Skills 35 years of experience in Operations, Sales Operations, Finance Operations, Accounts Coordination, Business Operations, or a similar role

Strong understanding of invoicing, receivables, expenses, vendor coordination, and basic Indian accounting workflows

Experience working with Sales teams, customer finance teams, CA/CS firms, and internal business teams

Strong Excel / Google Sheets skills, including trackers, summaries, formulas, and structured reporting

High attention to detail and strong documentation discipline

Ability to follow up consistently and close tasks without repeated reminders

Comfortable managing multiple priorities in a fast-paced startup environment

Clear written and verbal communication skills

Ideal Candidate Profile The ideal candidate is someone who is: Highly organized, reliable, and detail-oriented

Strong in follow-ups and ownership

Comfortable with numbers, invoices, trackers, and documentation

Able to work independently with minimal supervision

Calm and professional when coordinating with customers, vendors, and internal teams

Process-driven, but practical enough to operate in a startup environment

Eager to learn and grow into a broader business operations role

Success in This Role Looks Like Invoices, receivables, expenses, and records are always updated and easy to review

Customer billing and payment follow-ups happen on time

Management has clear visibility into monthly expenses, collections, and operational priorities

CA, CS, and compliance documentation is prepared without last-minute gaps

Internal teams experience smoother operational support

Processes become more structured, repeatable, and scalable over time

Growth Path Based on performance, ownership, and business needs, this role can grow into: Senior Business Operations Executive Sales Operations Lead Benefits Why Join VergeCloud Work directly with the COO and founding team

Get exposure across Sales, Finance, Compliance, Vendor Management, and Business Operations

Be part of a growing technology infrastructure company in the cloud, CDN, DNS, and security space

Build practical operating systems that directly support business growth

Strong learning curve with meaningful ownership from day one

Compensation Compensation will be competitive and aligned with experience, capability, and Bengaluru startup market standards

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