Role Overview
We are looking for a highly organized and execution-focused Sales Operations
& Business Operations Executive to support the company’s day-to-day
operating rhythm across sales operations, receivables, finance coordination,
reporting, compliance documentation, and vendor management.
This role is ideal for someone who enjoys bringing structure to
fast-moving environments, follows through strongly, works comfortably with
internal teams and external stakeholders, and can maintain clean records,
reports, and operational discipline.
The role will work closely with the COO, Sales team, Finance/Accounts
partners, vendors, and customer finance teams.
Key Responsibilities
1. Sales Operations & Revenue
Support
- Prepare and
issue proforma invoices, tax invoices, quotations, and related commercial
documents.
- Coordinate with
the Sales team to ensure accurate billing details, purchase orders,
payment terms, and customer documentation.
- Track customer
receivables, due dates, overdue payments, and billing status.
- Follow up
professionally with customer finance/procurement teams for payment
updates.
- Maintain
updated records of invoices, POs, payment confirmations, and pending
receivables.
- Support sales
reporting by maintaining clean CRM and billing data.
- Assist in
improving sales operations workflows, documentation, and reporting
discipline.
- Manage order
execution workflows, including matching customer POs with required
approvals and supporting documents in CRM and email records.
2. Finance & Accounts Coordination
- Collect,
verify, and organize invoices, bills, expense proofs, and payment-related
documents.
- Coordinate with
internal teams for timely submission of expense and vendor documents.
- Prepare
structured documentation for CA, CFO, CS, auditors, and other finance
partners.
- Support GST,
TDS, statutory filings, audit requirements, and compliance-related
documentation.
- Maintain
organized financial records in the required systems and folders.
- Track recurring
expenses, vendor payments, reimbursements, and operational costs.
- Ensure
financial information is accurate, complete, and available on time for
management review.
3. Expense Tracking & MIS
Reporting
- Maintain a live
expense tracker across key cost categories such as Sales, Marketing,
Operations, Cloud/Infrastructure, Tools, Travel, and Administration.
- Prepare weekly
and monthly summaries of expenses, receivables, collections, and
operational updates.
- Identify
unusual, unplanned, or delayed expenses and flag them proactively.
- Build simple
dashboards and reports for management visibility.
- Maintain clean,
structured data across spreadsheets and business systems.
- Support
budgeting, forecasting, and monthly review preparation where required.
4. Vendor, Procurement &
Administrative Operations
- Coordinate with
vendors for quotations, invoices, agreements, renewals, and payments.
- Support
procurement of business tools, office requirements, employee assets, and
operational services.
- Track vendor
contracts, subscriptions, renewals, and recurring costs.
- Assist internal
teams with operational requirements and cross-functional coordination.
- Take ownership
of closing pending operational tasks with timely follow-ups.
5. Systems & Process Management
- Work hands-on
with Zoho and other business tools to maintain clean operational data.
- Support process
improvements across billing, collections, expenses, documentation, and
reporting.
- Create and
maintain trackers, SOPs, checklists, and documentation templates.
- Ensure
information is structured, searchable, and easy for leadership to review.
Requirements
Tools & Systems
Hands-on experience with the following will be preferred:
- Zoho Books
- Zoho Expense
- Zoho CRM
- Zoho People
- Zoho Analytics
- Zoho Sign
- MS Excel /
Google Sheets
- Dashboard and reporting tools
Required Experience & Skills
- 3–5 years of
experience in Operations, Sales Operations, Finance Operations, Accounts
Coordination, Business Operations, or a similar role.
- Strong
understanding of invoicing, receivables, expenses, vendor coordination,
and basic Indian accounting workflows.
- Experience
working with Sales teams, customer finance teams, CA/CS firms, and
internal business teams.
- Strong Excel /
Google Sheets skills, including trackers, summaries, formulas, and
structured reporting.
- High attention
to detail and strong documentation discipline.
- Ability to
follow up consistently and close tasks without repeated reminders.
- Comfortable
managing multiple priorities in a fast-paced startup environment.
- Clear written
and verbal communication skills.
Ideal Candidate Profile
The ideal candidate is someone who is:
- Highly
organized, reliable, and detail-oriented.
- Strong in
follow-ups and ownership.
- Comfortable
with numbers, invoices, trackers, and documentation.
- Able to work
independently with minimal supervision.
- Calm and
professional when coordinating with customers, vendors, and internal
teams.
- Process-driven,
but practical enough to operate in a startup environment.
- Eager to learn
and grow into a broader business operations role.
Success in This Role Looks Like
- Invoices,
receivables, expenses, and records are always updated and easy to review.
- Customer
billing and payment follow-ups happen on time.
- Management has
clear visibility into monthly expenses, collections, and operational
priorities.
- CA, CS, and
compliance documentation is prepared without last-minute gaps.
- Internal teams
experience smoother operational support.
- Processes
become more structured, repeatable, and scalable over time.
Growth Path
Based on performance, ownership, and business needs, this role can grow into:
- Senior Business
Operations Executive
- Sales
Operations Lead
Benefits
Why Join VergeCloud
- Work directly
with the COO and founding team.
- Get exposure
across Sales, Finance, Compliance, Vendor Management, and Business
Operations.
- Be part of a
growing technology infrastructure company in the cloud, CDN, DNS, and
security space.
- Build practical
operating systems that directly support business growth.
- Strong learning
curve with meaningful ownership from day one.
Compensation
Compensation will be competitive and aligned with experience, capability,
and Bengaluru startup market standards.