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, expe

📌 Sales Operations Executive (Bengaluru)
🏢 VergeCloud
📍 Bengaluru