Sales Operations & CRM Executive
Skills
About This Role
We are looking for a detail-oriented and proactive Sales Operations & CRM Executive to manage and optimize our end-to-end sales operations. This is an on-site role in Dubai, working closely with the sales, finance, and management teams to ensure smooth execution of all commercial activities. The ideal candidate will ensure CRM accuracy, structured sales processes, timely fulfilment, and effective management of renewals and upselling activities.
Responsibilities:
Sales Operations & Process Management
Manage and monitor the full sales cycle from lead to deal closure
Ensure all opportunities are accurately tracked and updated in the CRM system
Support the sales team in proposals, quotations, and deal progression
Ensure all sales activities follow company processes and standards
CRM Management (ERPNext or similar)
Maintain CRM data accuracy (leads, opportunities, accounts)
Generate pipeline and performance reports
Enforce CRM usage discipline across the team
Identify and implement process improvements
Customer Management & Coordination
Maintain and update customer records and contact details
Coordinate with customers for onboarding, documentation, and follow-ups
Support communication related to orders, renewals, and account updates
Renewals & Upselling (DocuSign Focus)
Track renewal timelines and ensure proactive engagement
Support upsell and cross-sell opportunities
Work with the sales team to maximize account value
Order Fulfilment & Vendor Coordination
Manage DocuSign fulfilment orders through distributors (e.g., Ingram / Aptec)
Coordinate with vendors and internal teams for account provisioning
Ensure smooth onboarding and activation process
Reporting & Performance Tracking
Prepare weekly and monthly sales reports
Track pipeline, conversions, renewals, and revenue metrics
Provide insights to improve sales efficiency
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