Job Description

Sales Operations Manager - 5 - 9 Yrs - Bangalore, Mumbai, Pune, Kochi
Working closely with Regional Sales Operations Leaders, Producers and Sales Teams
Playing the role of a concierge to assigned Producers and maintaining book of business, meetings, reports and schedules
Providing direct or indirect product-specific sales support
Enriching missing WIN (Salesforce) data on leads, prospects, opportunities, closed lost, etc.
Pushing ZoomInfo, Intent Signals and other key data to Producers; providing strategic review support to Service and Sales Teams
They combine relationship-building skills, technical expertise, interpersonal skills and a customer-centric approach to drive excellence in sales support.
Location - Bangalore
A global insurance brokerage with a large Center of Excellence (GCoE) supporting global teams across multiple locations.
Responsibilities -
Play a vital role in onboarding new and renewing clients by ensuring essential documents/details enter systems for binding activities; support end-to-end sales cycle
Participate in prospect & renewal review meetings; support Producers and Sales Teams in ad-hoc/admin activities
Act as liaison between Producers & GCoE service teams; initiate pre and post-sales activities proactively
Monitor and follow up on triggered activities to ensure accuracy & timely completion; handle queries to minimize re-work
Collaborate with branch teams to identify activities for offshoring; support producers in analyzing client financial/business information; perform duties assigned by leadership
Requirements -
Strong relationship management and ability to work in a matrix environment; experience with Salesforce
Self-driven with ability to manage competing priorities and deadlines
Strong communication, collaboration, detail-orientation and organizational skills
Strong analytical skills with ability to use data for decisions and recommendations
Flexible, adaptable, strong work ethic, entrepreneurial mindset; continuous learner
If you think this role is aligned with your career, kindly write an email to along with your updated CV for a confidential discussion on the role.
Disclaimer -
Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
Note -
We receive a large number of applications daily. If you don't hear back within a week, please assume your profile is not shortlisted. Your patience is highly appreciated.
Scammers may misuse Crescendo Global's name for fake job offers. We never ask for money, purchases or system upgrades. Verify all opportunities on .
Profile Keywords -
Crescendo Global, Jobs in Bangalore, Sales Operations Manager Jobs, Insurance Operations Jobs, Sales Support Jobs, Salesforce SFDC, ZoomInfo, Producer Support, Client Onboarding Jobs, GCoE Operations, Sales Cycle Support, Insurance Sales Support

Skills Required