Jobs at InstaSafe (Now Hiring) — 2 open

Sales Operations Specialist, CRM

Bengaluru, Karnataka, India · On-site

Mid level$2M raised

About InstaSafe InstaSafe is a leading innovator in secure access solutions, delivering cutting-edge products like Zero Trust Network Access (ZTNA), Single Sign-On (SSO), Multi-Factor Authentication (MFA), and Identity a…

Skills: Zoho CRM Administration, Deal Desk Management, RFP/RFI Coordination, Sales Compliance, Data Quality Management

InstaSafe

Sales Development Representative (SDR)

Remote OK

Mid level$2M raised

This is a remote position. About InstaSafe InstaSafe is a Gartner-recognized Zero Trust security company providing an identity-centric access platform combining ZTNA, IAM, SSO, and MFA. By eliminating implicit trust and …

Skills: Pipeline Generation, Discovery & Qualification, Strategic Prospecting, Cold Calling, Social Selling

Sales Operations Specialist, CRM

InstaSafe

Bengaluru, Karnataka, India • On-site

Apply

Mid level

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Full-time
bachelor degree
Posted 17d ago
~40 hrs/week

Responsibilities

The role focuses on managing Zoho CRM administration, data hygiene, and the end-to-end deal desk process. It also involves coordinating RFP responses and ensuring sales process discipline to support predictable revenue.

Requirements

Requires a bachelor's degree and 2-4 years of experience in sales or revenue operations, preferably within the SaaS industry. Proficiency in Zoho CRM and strong analytical skills with Google Sheets are essential.

Full job description

About InstaSafe

InstaSafe is a leading innovator in secure access solutions, delivering cutting-edge products like Zero Trust Network Access (ZTNA), Single Sign-On (SSO), Multi-Factor Authentication (MFA), and Identity and Access Management (IDAM). We are dedicated to ensuring our clients' digital environments are secure, reliable, and high-performing. As we scale our go-to-market engine across direct and channel-led motions, we are building a strong GTM operations backbone to power predictable revenue, seamless renewals, and a thriving partner ecosystem. Join our team to help shape the operational engine behind the future of cybersecurity.

Role Overview

We are seeking a disciplined, relentlessly resourceful Sales Operations Specialist to be the operational and CRM backbone of InstaSafe's sales engine. You will own day-to-day Zoho CRM administration and data quality, take full ownership of the deal desk, RFP responses, and sales compliance, and drive open action items to closure within deadlines and budgets. This is a hands-on

role for someone with deep respect for sales process and discipline — who chases down follow-ups, keeps deals and potentials updated, and turns the CRM into a single source of truth that leadership can trust.

Nature of the role: This is an operational role focused on enabling the sales team.It does not carry a personal sales quota — success is measured by data quality, forecast reliability, on-time closure of action items, and process discipline.

Key Responsibilities

CRM Administration & Data Quality

• Own Zoho CRM hygiene and data quality across accounts, contacts, leads, opportunities, and pipeline stages.

• Configure and maintain fields, layouts, stages, workflows, validation rules, and user access in Zoho CRM.

• Run regular data cleanup, deduplication, imports/exports, and enrichment to keep the CRM a reliable source of truth.

• Keep potentials and deals continuously and accurately updated — stages, values, next steps,and close dates.

Deal Desk, RFPs & Sales Compliance

• Take end-to-end ownership of the deal desk — quotes, pricing approvals, discount workflows, and order processing — ensuring accuracy and policy compliance.

• Coordinate and own RFP / RFI responses: gather inputs from stakeholders, track timelines, and ensure complete, compliant, on-time submissions within budget.

• Own sales-compliance activities — approval workflows, documentation, pricing governance, and audit readiness — and flag exceptions proactively.

Follow-Ups & Action-Item Ownership

• Drive and chase follow-ups across sales, marketing, finance, and external stakeholders, being relentlessly resourceful to resolve open action items within deadlines and budgets.

• Manage lead coordination, routing, and assignment, ensuring no lead or deal stalls for lack of follow-through.

• Maintain a live action-item / open-items tracker and escalate blockers early to keep everything moving to closure.

Pipeline, Forecasting & Reporting

• Support pipeline management and sales forecasting, ensuring opportunities are accurate and up to date.

• Build and maintain weekly/monthly reports and dashboards (Zoho Analytics / Google Sheets) for sales leadership.

• Assist with quota, territory, and account assignments and keep supporting documentation current.

Sales Process, Discipline & Enablement

• Deeply understand and continuously focus on the end-to-end sales process; enforce process discipline and adherence across the team.

• Identify process inefficiencies and build, automate, and document standardized sales workflows, SOPs, and playbooks.

• Coordinate sales tooling, access provisioning, and CRM onboarding/training for new hires, and act as first-line support on CRM and process questions.

Requirements

Required Qualifications

• Bachelor's degree in Business, Commerce, Engineering, or a related field (or equivalent experience), based in Bangalore or Bhubaneswar.

• 2–4 years of experience in sales operations, revenue operations, CRM administration, deal desk, or a comparable analytical/operations role — preferably in SaaS or technology.

• Hands-on CRM experience (Zoho CRM strongly preferred), including configuration, reporting, and workflow setup.

• Demonstrated ownership of deal desk, RFP/RFI responses, or sales-compliance processes is strongly preferred.

• Relentlessly resourceful and disciplined, with a proven ability to drive follow-ups and close open action items within deadlines and budgets.

• Strong spreadsheet skills (Google Sheets / Excel), strong analytical and problem-solving skills, and excellent attention to detail and data integrity.

• Excellent communication and stakeholder-management skills, with the ability to work cross-functionally with sales, marketing, and finance.

Related keywords

Zoho CRMZoho AnalyticsSaaSZero Trust Network AccessZTNASSOMFAIDAMCybersecurityRevenue OperationsDeal DeskRFPRFISales CompliancePipeline ManagementData Deduplication

About InstaSafe

LinkedIn Visit site

From Securing Network Perimeters to Safeguarding your Digital Transformation

Industry: Computer and Network Security
Company size: 51-200 employees
Founded: 2012
Headquarters: San Francisco, Walnut, CA
LinkedIn followers: 7,436
Total funding: $2M

InstaSafe combines the disparate needs of security and access of the digital worker into a single cloud delivered scale-out platform, that can be deployed in minutes, and managed via intuitive policy-based management. It introduces a new software defined, Zero Trust (ZTNA) architecture that uses a trust broker to mediate connections between a specific private application and an authorized user. It allows teams to begin with zero trust, but then provide connectivity based on context (identity, device etc.). Unlike VPNs, InstaSafe delivers a means of application access without network access, and the ability to mask applications from the open internet. Founded in 2012 by Sandip Panda and & backed by seasoned investors, including leading CIO’s & incubators like MIcrosoft, IBM, Netapp, Oracle, InstaSafe has been protecting & supporting, organisations across verticals during this covid crisis with secure workfromhome zero trust VPN replacement solutions & has been recommended by DSCI & MEITY as one of the key Indian Startups for WFH(work from home) products. InstaSafe mission is to make organisations more safe, secure & productive by leveraging the power of the cloud and our Zero Trust Secure Access platform aims to become the trusted cloud-based security platform globally that spans organisations, applications and devices to enable users to get work done more safely, efficiently—when, where and how they want. Visit www.instasafe.com for more information.

Offices: San Francisco, Walnut, CA 91789, US · Ginserv, CA Site No.1, Behind Hotel Leela Palace Kempinski, HAL 3rd Stage, Kodihalli,, Bangalore, Karnataka 560008, IN

Cloud SecurityNetworkingSSL VPNEndpointVAPTIBM Cloud Partnerend-to-end encryptionCloud Network SecurityVPNSecure Access

View all jobs at InstaSafe

About InstaSafe

LinkedIn Visit site

From Securing Network Perimeters to Safeguarding your Digital Transformation

Industry: Computer and Network Security
Company size: 51-200 employees
Founded: 2012
Headquarters: San Francisco, Walnut, CA
LinkedIn followers: 7,436
Total funding: $2M

Offices: San Francisco, Walnut, CA 91789, US · Ginserv, CA Site No.1, Behind Hotel Leela Palace Kempinski, HAL 3rd Stage, Kodihalli,, Bangalore, Karnataka 560008, IN

Cloud SecurityNetworkingSSL VPNEndpointVAPTIBM Cloud Partnerend-to-end encryptionCloud Network SecurityVPNSecure Access

View all jobs at InstaSafe

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Jobs at InstaSafe (Now Hiring) — 2 open

InstaSafe

Sales Operations Specialist, CRM

Bengaluru, Karnataka, India · On-site

Mid level$2M raised

Skills: Zoho CRM Administration, Deal Desk Management, RFP/RFI Coordination, Sales Compliance, Data Quality Management

InstaSafe

Sales Development Representative (SDR)

Remote OK

Mid level$2M raised

Skills: Pipeline Generation, Discovery & Qualification, Strategic Prospecting, Cold Calling, Social Selling

Sales Operations Specialist, CRM

InstaSafe

Bengaluru, Karnataka, India • On-site

Apply

Mid level

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

Full-time
bachelor degree
Posted 17d ago
~40 hrs/week