Job Description: Sales Operations Associate
Company: Signzy
Department: Sales Operations
Reports To: Regional Director
Location: Mumbai / Gurgaon (Signzy's core Sales Ops hiring locations; Bengaluru also possible)
Employment Type: Full-Time
About Signzy
Signzy is a leading RegTech company providing digital onboarding, identity verification, and monitoring solutions across 180+ countries through 340+ APIs. Our platform helps banks and businesses with KYC, KYB, AML, fraud checks, bank account verification, and age verification — enabling contracting and customer onboarding in a trustable, safe, legal, and convenient manner through biometric authentication and blockchain-based digital trails.
We work with global leaders including Stripe, HDFC, PayPal, Emirates NBD, and AmazonPay, and hold strategic partnerships with Mastercard and Microsoft. Signzy is self-funded (bootstrapped) and operates at the intersection of AI, fintech, and compliance — helping businesses achieve results like 4x applicant growth, 99% reduced fraud, 80% cost reduction, and 60% fewer customer drop-offs.
About the Role
Signzy is looking for a detail-oriented Sales Operations Associate to ensure the accuracy, completeness, and integrity of sales data, while driving deal execution, invoicing, and sales analytics across our Business Units. This role is central to keeping the Sales Ops “engine” running — supporting Sales, Finance, and cross-functional teams as Signzy scales globally in the RegTech space.
Key Responsibilities
1.CRM Management
Own CRM data hygiene and compliance checks to ensure accuracy and completeness of raw sales data
Maintain leads, accounts, opportunities, and pipeline records; flag stale or duplicate entries
Support CRM workflow configuration, dashboard setup, and adoption across Business Units
Partner with sales reps to ensure consistent, real-time pipeline updates
2.Invoicing & Billing
Generate and process accurate, timely invoices aligned to deal terms and contract value
Track invoice lifecycle (raised, pending, paid, overdue) and coordinate with Finance on collections
Maintain organized documentation of contracts, POs, and billing records for audit-readiness
3.Deal Management
Support the deal lifecycle end-to-end — from opportunity creation through closed-won/closed-lost
Review discount requests, pricing approvals, and contract terms in line with deal desk processes
Act as a liaison between Sales, Finance, and Legal to keep deals moving without bottlenecks
Maintain a single source of truth for real-time deal status across the pipeline
4.Sales Analytics & Reporting
Conduct sales data analysis to surface insights on sales productivity, lead quality, and process gaps
Perform root cause analysis (RCA) on pipeline drop-offs, lost deals, and process inefficiencies
Build recurring dashboards and reports: pipeline coverage, win rates, quota attainment, sales velocity
Deliver weekly/monthly reporting packages to Sales and Business Unit leadership
5.AI Tools & Automation
Use AI tools (e.g., ChatGPT/Claude, CRM AI add-ons, workflow automation platforms) to speed up data cleaning, reporting, and routine sales ops tasks
Identify and implement automation opportunities across the Quote-to-Cash and reporting workflows, in line with Signzy's own AI-driven, automation-first product philosophy
Stay current on AI/RPA tools relevant to sales operations and recommend adoption
6.Spreadsheet & Data Management (Excel / Google Sheets Expert)
Build and maintain advanced Excel/Google Sheets trackers, models, and dashboards (pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH, conditional formatting; Apps Script/macros a plus)
Consolidate and clean data across CRM, billing, and marketing sources into a single reliable view
Ensure data integrity for all sales operations and leadership reporting
Required Skills & Qualifications
Bachelor's degree in Business, Finance, Economics, or a related field
1–3 years of experience in Sales Operations, RevOps, or Business Operations (fintech/SaaS/RegTech background a plus)
Hands-on experience with CRM systems (Salesforce, HubSpot, Zoho, or similar); CRM experience strongly preferred
Strong sales data handling and data analysis skills
Excellent Excel skills (advanced formulas, pivot tables) and Google Sheets proficiency
Working knowledge of PowerPoint for reporting/presentation
Familiarity with AI productivity and automation tools (ChatGPT, Claude, Zapier, Make, or similar)
Strong analytical mindset with high attention to detail and data accuracy
Ability to work cross-functionally across Sales, Finance, and multiple Business Units in a fast-paced environment
Dashboard building is non-negotiable: candidate must be able to independently design and build sales dashboards (in Excel/Google Sheets and/or CRM/BI tools) from raw data — this is a mandatory, must-have skill for this role, not a nice-to-have
Nice to Have
Experience with invoicing/billing tools (QuickBooks, Zoho Invoice, NetSuite)
Exposure to SQL or BI tools (Looker, Tableau, Power BI)
Understanding of KYC/KYB/AML or fintech/compliance workflows
Why Join Signzy
Work at the forefront of the RegTech industry, driving business growth across multiple Business Units
Collaborate with high-impact, cross-functional teams on transformational initiatives
Be part of a self-funded, fast-scaling company solving trust and compliance problems for global fintech leaders
Signzy is an equal opportunity employer committed to building a diverse and inclusive workplace.