| Detail | For this role |
|---|---|
| Department | Sales and Business Development |
| Level | Mid level |
| Reports to | Sales Operations Manager |
| Direct reports | None |
| Experience | 1 to 4 years in sales support or operations |
Sales Operations Executive job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Sales Operations Executive
Department: Sales and Business Development
Reports to: Sales Operations Manager
Location: [City], [office, branch or site]
About the role
A Sales Operations Executive handles the daily operational work that keeps the sales team running, from CRM updates and order processing to reporting and coordination. They keep data clean, process orders and quotes, prepare reports and support the sales team so they can focus on selling. A good sales operations executive keeps records accurate, turns work around quickly and spots errors before they cause problems. The role reports to a sales operations manager and supports the whole sales team behind the scenes.
Key responsibilities
- Update and maintain accurate customer, order and pipeline data in the CRM.
- Process orders, quotations and approvals accurately and on time.
- Prepare daily and weekly sales reports for managers and leaders.
- Coordinate between sales, finance, supply and service on order queries.
- Check pipeline hygiene and follow up with the team on missing data.
- Support incentive tracking and payout preparation with clean data.
- Maintain price lists, product data and sales documents current.
- Onboard new sales joiners onto the CRM and sales tools.
- Handle routine sales administration and documentation for the team accurately.
- Flag errors and process gaps to the reporting manager.
Requirements
- Graduate in commerce, business or a related field
- Good Excel and CRM skills
- Strong organizational skills
- 1 to 4 years in sales support or operations
KRAs and KPIs for a Sales Operations Executive
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Data accuracy | CRM and order data kept accurate with errors below the agreed level |
| Order turnaround | Orders and quotations processed within the agreed time |
| Reporting | Standard reports delivered on schedule without rework |
| Pipeline hygiene | Pipeline data completeness kept above the agreed level |
| Coordination | Order queries resolved with other teams within the agreed time |
| Incentive support | Incentive data prepared accurately for each payout run |
Skills and tools
Tools used day to day: CRM platform, MS Excel, Order management system, Reporting tools, Email.
Reporting line and career path
Next roles: Senior Sales Operations Executive, Sales Operations Manager, Sales Analyst
Interview questions for a Sales Operations Executive
- How do you keep CRM and order data accurate?
- How do you handle several order requests at once without errors?
- How do you follow up with salespeople who do not update the CRM?
- What checks do you run before sending a sales report?
- How do you coordinate an order query across teams?
- Tell me about an error you caught before it caused a problem.
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What does a sales operations executive do?
A sales operations executive handles the daily operational work behind the sales team. They update and maintain CRM and order data, process orders and quotations, prepare reports and coordinate order queries across teams. They keep records accurate, support incentive tracking, maintain price lists and onboard new joiners onto tools, so the sales team can focus on selling.
What is the difference between a sales coordinator and a sales operations executive?
The roles overlap. A sales coordinator often focuses on supporting a sales team with orders, follow ups and coordination. A sales operations executive leans more toward systems, data and reporting across the sales function. In many companies the titles are similar, and both are behind the scenes support roles that keep sales running smoothly.
How do I grow from sales operations executive?
Master the CRM, reporting and order processes, keep data spotless and learn how the sales numbers work. Build stronger Excel and analysis skills, and understand incentives, forecasting and territories. From there you can grow into senior operations roles, sales operations manager or sales analyst, since you already understand the data and processes behind sales.