Responsibilities

We are looking for a detail-oriented and organized Sales Operations Executive to support the sales team in managing commercial documentation, customer onboarding, CRM operations, and RFP/tender processes. The role requires strong coordination skills, attention to detail, documentation capabilities, and the ability to manage multiple activities within defined timelines.

Key Responsibilities

1. RFP / Tender Process- Monitor and identify relevant RFPs, tenders, RFQs, EOI, and other business opportunities.- Coordinate the end-to-end RFP/tender submission process.- Download and review tender/RFP documents and prepare requirement checklists.- Identify eligibility criteria, technical requirements, commercial requirements, submission deadlines, and mandatory documents.

- Coordinate with Sales, Technical, Finance, Legal, and Management teams for inputs and approvals.- Prepare and maintain tender documentation, declarations, certificates, forms, and supporting documents.- Track clarification requests, corrigenda, amendments, and submission requirements.- Maintain a centralized repository of submitted and ongoing RFPs/tenders.- Ensure submissions are completed accurately and within the prescribed deadlines.- Track the status of submitted bids and maintain relevant records.

2. NDA & MSA Execution- Coordinate the end-to-end execution of Non-Disclosure Agreements (NDA) and Master Service Agreements (MSA) with customers.- Prepare and share agreements with customers based on approved company templates.- Coordinate with Sales, Legal, Finance, and other internal stakeholders for agreement review and approval.- Track agreement status, revisions, signatures,



and completion.- Maintain an organized repository of executed and pending agreements.- Follow up with customers and internal stakeholders to ensure timely closure.- Ensure all executed documents are properly filed and readily accessible.3. Customer Onboarding & Documentation- Manage the customer onboarding process from documentation collection through completion.- Collect and verify required customer documents, including company details, statutory documents, purchase orders, vendor forms, and other onboarding requirements.

- Coordinate with customers to obtain missing or incomplete documentation.- Work with Finance, Legal, Sales, and Operations teams to complete onboarding requirements.- Maintain customer documentation and ensure records are accurate and up to date.- Track onboarding status and provide regular updates to relevant stakeholders.- Ensure smooth handover of onboarded customers to the respective delivery/operations teams.

Key Skills & Competencies

- Strong documentation and coordination skills.- Good understanding of sales operations and sales processes.- Hands-on experience with Zoho CRM or similar CRM platforms.- Understanding of NDA, MSA, customer onboarding,



and commercial documentation.- Experience in handling RFPs/tenders and bid documentation.- Strong attention to detail and accuracy.- Good follow-up and stakeholder management skills.- Ability to manage multiple tasks and deadlines simultaneously.- Valuable written and verbal communication skills.- Proficiency in MS Office / Google Workspace, particularly Excel and Word.- Strong organizational and record-keeping abilities.

Preferred Qualifications

- Bachelors degree in Business Administration, Commerce, Management, or a related field.- 2-5 years of experience in Sales Operations, Business Operations, Tender Management, Sales Coordination, or a similar role.- Experience working with Zoho CRM will be an advantage.- Experience in IT services, technology, consulting, or B2B organizations will be preferred.

Key Performance Indicators (KPIs)

- Timely completion of NDA/MSA execution.- Customer onboarding turnaround time and documentation accuracy.- Accuracy and completeness of Zoho CRM data.- Timely and accurate RFP/tender submissions.- Compliance with RFP/tender submission requirements.- Timely follow-up and closure of pending documentation.- Quality and accessibility of sales and customer records.

Skills Required

Primary Skills

Bid Document

Proposal Development & RFP Management

Documentation and Process Design (BRD, FSD, RFP, SOP)

Creating RFP& RFI, BRD

Sales Operation

Proposal & RFP Management

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sales Ops Executive (India)
🏢 Gnani Innovations
📍 India