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Sales Operations- Associate at Paytm

Paytm · Noida, India · Onsite

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Job Title: Sales Operations Executive

Department: Sales Operations Reporting To: Head of Sales Operations

Role Overview: We are looking for a Sales Operations Executive to support our merchant sales and account management teams. The role involves managing offer configurations, merchant account-level updates, invoicing, and operational reporting.

You will play a key role in maintaining data accuracy, enabling faster sales execution, and ensuring seamless support for our merchant partners. This is an excellent opportunity for a detail-oriented, analytical professional looking to grow in the fintech ecosystem.

Key Responsibilities:
1. Offer Configuration & Account Management
● Configure and maintain merchant offers, pricing, and discounts within internal systems.
● Execute MDR (Merchant Discount Rate) and VAS (Value-Added Services) updates as per approved requests.
● Ensure all merchant account changes comply with internal approval and audit processes.
● Maintain accurate merchant data across CRM and internal sales platforms.

2. Invoicing & Reconciliation
● Process and verify merchant invoices in coordination with Finance and Sales teams.
● Track billing cycles, adjustments, and settlements to ensure accuracy.
● Support monthly and quarterly reconciliation exercises for key merchant accounts.

3. Data Analytics & Reporting
● Prepare and maintain daily/weekly/monthly MIS reports covering sales performance, merchant activity, and operational metrics. ● Perform data analysis to identify revenue trends, offer utilization, and merchant behavior insights.
● Support leadership and cross-functional teams with ad-hoc data requests and performance dashboards.

4. Merchant Escalations & Key Account Support
● Act as an operational liaison for key merchants, ensuring timely resolution of escalations.
● Coordinate with Tech, Finance, and Product teams to troubleshoot and resolve merchant-related issues.
● Monitor major merchant accounts to proactively flag issues and ensure smooth payment operations.

5. Process Optimization & Collaboration
● Identify opportunities for automation and process improvement within the sales operations workflow.
● Partner with Product and Engineering teams to enhance internal tools and reporting systems.
● Drive consistency in operational processes, documentation, and data hygiene across systems.

Qualifications & Skills:

● Bachelor’s degree in Commerce, Business Administration, Finance, or related field.
● 1–3 years of experience in Sales Operations, Business Operations, or Merchant Support within a Fintech / Payments / Banking environment.
● Strong analytical skills with proficiency in Excel / Google Sheets; exposure to BI tools (Tableau, Power BI, Looker) is a plus.
● Working knowledge of CRM systems (Salesforce, HubSpot, Zoho, etc.) and internal operations tools.
● Understanding of payment processing, merchant lifecycle management, and fintech business models.
● Excellent communication, coordination, and stakeholder management skills.
● High ownership mindset with the ability to multitask and deliver under tight timelines. Key Performance Indicators (KPIs):
● Accuracy of offer configurations and merchant data updates
● Timeliness of MIS and reporting deliverables
● Resolution time for merchant escalations
● Merchant satisfaction and retention
● Internal process compliance and audit readiness

What We Offer:
● Opportunity to work at the intersection of Sales, Operations, and Fintech innovation.
● Exposure to leading payment products and merchant ecosystems.
● Collaborative and fast-paced environment encouraging learning and growth.
● Chance to drive impact through process automation and data-driven decision-making.


Job Title: Sales Operations Executive Department: Sales Operations Reporting To: Head of Sales Operations Role Overview: We are looking for a Sales Operations Executive to support our merchant sales and account management teams. The role involves managing offer configurations, merchant account-level updates, invoicing, and operational reporting. You will play a key role in maintaining data accuracy, enabling faster sales execution, and ensuring seamless support for our merchant partners. This is an excellent opportunity for a detail-oriented, analytical professional looking to grow in the fintech ecosystem. Key Responsibilities: 1. Offer Configuration & Account Management ● Configure and maintain merchant offers, pricing, and discounts within internal systems. ● Execute MDR (Merchant Discount Rate) and VAS (Value-Added Services) updates as per approved requests. ● Ensure all merchant account changes comply with internal approval and audit processes. ● Maintain accurate merchant data across CRM and internal sales platforms. 2. Invoicing & Reconciliation ● Process and verify merchant invoices in coordination with Finance and Sales teams. ● Track billing cycles, adjustments, and settlements to ensure accuracy. ● Support monthly and quarterly reconciliation exercises for key merchant accounts. 3. Data Analytics & Reporting ● Prepare and maintain daily/weekly/monthly MIS reports covering sales performance, merchant activity, and operational metrics. ● Perform data analysis to identify revenue trends, offer utilization, and merchant behavior insights. ● Support leadership and cross-functional teams with ad-hoc data requests and performance dashboards. 4. Merchant Escalations & Key Account Support ● Act as an operational liaison for key merchants, ensuring timely resolution of escalations. ● Coordinate with Tech, Finance, and Product teams to troubleshoot and resolve merchant-related issues. ● Monitor major merchant accounts to proactively flag issues and ensure smooth payment operations. 5. Process Optimization & Collaboration ● Identify opportunities for automation and process improvement within the sales operations workflow. ● Partner with Product and Engineering teams to enhance internal tools and reporting systems. ● Drive consistency in operational processes, documentation, and data hygiene across systems. Qualifications & Skills: ● Bachelor’s degree in Commerce, Business Administration, Finance, or related field. ● 1–3 years of experience in Sales Operations, Business Operations, or Merchant Support within a Fintech / Payments / Banking environment. ● Strong analytical skills with proficiency in Excel / Google Sheets; exposure to BI tools (Tableau, Power BI, Looker) is a plus. ● Working knowledge of CRM systems (Salesforce, HubSpot, Zoho, etc.) and internal operations tools. ● Understanding of payment processing, merchant lifecycle management, and fintech business models. ● Excellent communication, coordination, and stakeholder management skills. ● High ownership mindset with the ability to multitask and deliver under tight timelines. Key Performance Indicators (KPIs): ● Accuracy of offer configurations and merchant data updates ● Timeliness of MIS and reporting deliverables ● Resolution time for merchant escalations ● Merchant satisfaction and retention ● Internal process compliance and audit readiness What We Offer: ● Opportunity to work at the intersection of Sales, Operations, and Fintech innovation. ● Exposure to leading payment products and merchant ecosystems. ● Collaborative and fast-paced environment encouraging learning and growth. ● Chance to drive impact through process automation and data-driven decision-making.
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