Job Description
Ovii's Interpretation of the Role
The Sales Operations Associate ensures clean, accurate sales data, drives deal execution and invoicing, and builds analytics dashboards to support Signzy's global RegTech business.
Role Snapshot
- CRM data hygiene
- Deal lifecycle support
- Invoice generation & tracking
- Sales analytics & reporting
- Advanced Excel/Google Sheets dashboards
Must-Have Requirements
- CRM systems (Salesforce, HubSpot, Zoho or similar)
- Advanced Excel / Google Sheets
- Dashboard building
- Data analysis
- PowerPoint reporting
- Sales Operations
- RevOps
- Business Operations
- Bachelor's degree in Business, Finance, Economics, or related field
Nice-to-Have Signals
- AI productivity tools (ChatGPT, Claude, Zapier, Make)
- Invoicing/billing tools (QuickBooks, Zoho Invoice, NetSuite)
- SQL or BI tools (Looker, Tableau, Power BI)
- Knowledge of KYC/KYB/AML or fintech compliance
- Fintech/SaaS/RegTech background
- Fintech/SaaS/RegTech background a plus
Work Setup
- Location: Mumbai / Gurgaon, India
- Work mode: ONSITE
- Employment type: Full-Time
Not Specified in JD
- Visa sponsorship
- Salary range
- Remote eligibility
- Relocation
- Notice period
- Travel
- Security clearance
- Coding test
- Portfolio
- GitHub
- Writing sample
- Cover letter
What You'll Likely Work On
- Maintain CRM data quality, configure workflows, and ensure pipeline accuracy
- Generate, process, and track invoices while coordinating with Finance
- Manage end‑to‑end deal lifecycle, review discounts, and liaise with Legal
- Analyze sales data, perform root‑cause analysis, and build recurring dashboards
- Create advanced Excel/Google Sheets trackers and visual reports for leadership
- Identify automation opportunities using AI tools and implement workflow automations
- Document contracts, POs, and billing records for audit readiness
Good Fit If You Have
- Comfortable working cross‑functionally with Sales, Finance, and Legal
- Detail‑oriented with a strong analytical mindset
- Interest in AI‑driven automation and fintech compliance
Skills
- CRM systems (Salesforce, HubSpot, Zoho)
- Advanced Excel / Google Sheets
- Dashboard building
- Data analysis
- PowerPoint reporting
- AI productivity tools (ChatGPT, Claude, Zapier, Make)
- Invoicing/billing tools (QuickBooks, Zoho Invoice, NetSuite)
- SQL / BI tools (Looker, Tableau, Power BI)
- KYC/KYB/AML knowledge