Job Title: Sales Operations Executive
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:
Bachelors degree in Commerce Business Administration Finance or related field.
13 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.