Role Overview

We are looking for a detail-oriented and execution-focused Sales Operations Executive to manage day-to-day sales operations support, invoicing, receivables tracking, purchase order coordination, order execution, collections follow-up, subscription billing coordination, and sales-related documentation.

The role will own sales operations execution, process discipline, and data accuracy, while Sales will continue to own commercial strategy and Finance will own accounting, statutory filings, and final financial controls.

Key Responsibilities

1. Invoicing, Billing & Order Execution

- Prepare and issue proforma invoices, tax invoices, quotations, and related commercial documents.

- Coordinate customer purchase orders, approvals, billing details, and supporting documentation.

- Manage order execution workflows by matching POs with required approvals, CRM records, email confirmations, and billing documents.

- Before raising invoices or activating services, validate approved commercial terms, billing entity, PO details, customer master data, and required internal approvals.

- Ensure invoices are raised accurately and on time through Zoho Books.

- Maintain renewal calendars and billing-readiness checklists for customer subscriptions in Zoho Books and Chargebee, while commercial renewal decisions and pricing exceptions remain with the Account Owner/CRO.

- Maintain clean and updated billing records for easy review by Sales, Finance, CRO, and COO.

2. Receivables & Collections Follow-Up

- Track customer receivables, payment due dates, overdue invoices, and collection status.

- Follow up directly with customer finance/procurement teams for payment updates.

- Follow the agreed escalation process for overdue invoices, payment disputes, blocked payments, and leadership review.

- Coordinate with the Sales team wherever customer relationship support is required.

- Maintain payment follow-up trackers and ensure timely updates to CRO and COO.

- Share regular receivables reports covering ageing, expected collections, overdue accounts, payment risks, disputes, and invoices blocked due to missing documentation.

3. Sales Operations Support

- Support the Sales team with documentation, customer forms, vendor registration documents, and commercial records.

- Support tender/RFP submissions by coordinating required documents, approvals, pricing inputs, legal/infosec inputs, and final sign-off with the Sales team.

- Maintain CRM hygiene by ensuring key deal details such as opportunity stage, close date, amount, product/SKU, contract term, billing frequency, renewal date, PO, invoice, and payment status are updated accurately.

- Support sales workflow execution and improve documentation discipline across the sales process.

- Coordinate internally to close pending sales operations tasks on time.

4. Finance, Taxation & Compliance Coordination

- Coordinate with CA/Finance teams for GST, TDS,



taxation, and statutory documentation requirements, including GSTIN/PAN details, place-of-supply inputs, TDS certificates, and supporting records.

- Maintain a clear log of billing, tax, or payment-related disputes, while Finance/CA remains accountable for tax treatment and statutory filings.

- Collect and organize invoices, payment proofs, tax documents, and customer/vendor records.

- Support audit and compliance documentation related to sales billing, receivables, and customer payments.

- Ensure required records are properly maintained and accessible for review.

5. Sales & Marketing Expense Coordination

- Track sales and marketing-related expenses, petty cash usage, reimbursements, and supporting bills.

- Coordinate with internal teams for timely submission of expense proofs.

- Maintain expense trackers and share summaries with Finance, CRO, and COO.

- Flag missing documents, unusual expenses, or pending approvals proactively.

6. Contract & Commercial Documentation Support

- Maintain a central repository for customer commercial contracts, payment terms, renewals, notice periods, pricing changes, and approved commercial exceptions.

- Coordinate with CRO and COO for contract/payment alignment and approval tracking.

- Ensure contracts, invoices, POs, and payment records are properly matched and documented.

- Support internal coordination for commercial documentation, without owning legal review.

7. Reporting, Trackers & Process Management

- Maintain updated trackers and dashboards for invoices, POs, receivables, collections, renewals, Chargebee subscriptions, sales/marketing expenses, and pending documents.

- Prepare weekly and monthly MIS reports covering billings, collections, receivables ageing, renewal readiness, CRM hygiene, and key operational exceptions.

- Build simple dashboards and summaries using Zoho Analytics, Excel, or Google Sheets.

- Improve repeatable processes across billing, collections, sales documentation, and reporting.

Requirements

Required Experience & Skills

- 3–5 years of experience in Sales Operations, Revenue Operations, Finance Operations, Accounts Coordination, Business Operations, or a similar role.

- Strong experience in invoicing, receivables tracking, PO coordination, billing documentation, and payment follow-ups.

- Comfortable following up directly with customer finance/procurement teams.

- Working understanding of Indian billing, GST, TDS, and basic finance documentation workflows.

- Experience coordinating with Sales teams,



CA/Finance teams, customers, and internal leadership.

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

- Experience with Zoho Books, Zoho CRM, and Chargebee will be a strong advantage.

- High attention to detail, documentation discipline, and ownership.

- Ability to manage multiple priorities in a fast-paced startup environment.

Ideal Candidate Profile

The ideal candidate is someone who is:

- Strong in follow-ups and closure.

- Comfortable with invoices, payments, trackers, and customer coordination.

- Highly organized, reliable, and detail-oriented.

- Clear and professional in customer communication.

- Able to work independently with minimal supervision.

- Process-driven but practical in a startup environment.

- Comfortable working closely with Sales, Finance, CRO, and COO.

- Proactive in flagging delays, risks, missing documents, or payment issues.

Tools & Systems

Hands-on experience with the following will be preferred:

- Zoho CRM

- Zoho Books

- Zoho Expense

- Zoho Analytics

- Chargebee

- MS Excel / Google Sheets

- Email and document management tools

- Basic dashboarding and reporting tools

Benefits

Success in This Role Looks Like

- Defined KPIs are tracked regularly, including invoice turnaround time, CRM completeness, collection follow-up discipline, ageing/DSO improvement, renewal billing readiness, and avoidable billing errors.

- Invoices are raised accurately and on time.

- POs, approvals, contracts, and billing records are properly matched and documented.

- Receivables and overdue payments are tracked with clear follow-up status.

- Customer payment follow-ups happen regularly and professionally.

- Chargebee and Zoho records are updated and reliable.

- Sales and marketing expenses are properly tracked with supporting documents.

- CRO and COO have transparent visibility into billing, receivables, collections, and pending sales operations items.

- Sales operations processes become more structured and scalable over time.

Growth Path

Based on performance, ownership, and business needs, this role can grow into:

- Senior Sales Operations Executive

- Sales Operations Lead

- Revenue Operations Associate

Why Join VergeCloud

- Work closely with the CRO, COO, and Sales leadership.

- Own important sales operations workflows that directly impact revenue and collections.

- Be part of a growing technology infrastructure company in cloud, CDN, DNS, and security.

- Gain exposure across sales operations, billing, collections, subscriptions, finance coordination, and business reporting.

- Build strong operational ownership in a fast-moving startup environment.

Compensation

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

📌 Sales Operations Executive (Bengaluru)
🏢 VergeCloud
📍 Bengaluru