Sales Operations Executive

About the Role: We are seeking a highly motivated Sales Operations Executive to support our dynamic sales team. Reporting to the Head of BD - This role is crucial in driving efficiency through data analysis, process optimization, and administrative support.

Ideal for individuals with a strong analytical mindset, attention to detail, and the ability to thrive in a fast-paced environment, this position offers excellent growth opportunities.

Key Responsibilities:

• Sales Enablement: Assist in creating and maintaining product demos for prospective clients. Manage a centralized repository of all sales demos for easy access and version control.

• Administrative Support: Manage sales documentation, including contracts, customer data files, and master client sheets. Ensure all sales-related administrative tasks are up-to-date and accurate.

• CRM Management: Populate inbound leads into the CRM system. Ensuring no potential opportunities are missed. Maintain accurate and organized CRM records.

• Data Analysis & Reporting: Extract, analyze, and prepare detailed reports from CRM tools to support management reviews. Monitor key sales metrics to identify trends, gaps, and areas for improvement.

• Sales Training & Onboarding: Assist in onboarding new sales team members by providing training on sales tools, CRM workflows, and internal processes.

• Ad-Hoc Support: Provide operational support to the sales leadership team as needed, contributing to strategic initiatives and special projects.

• 2-5 years in a similar Sales operations / sales administrator / data assistant role

• Analytical Skills: Proficiency in MS Excel or Google Sheets (dashboards, pivot tables, advanced formulas) for effective data analysis and visualization.

• Technical Proficiency: Basic knowledge of Google Workspace (Docs, Slides) and experience with CRM platforms such as Salesforce. Hubspot is ideal.

• CRM & Data Management: Strong understanding of CRM workflows, data management practices, and the ability to ensure data accuracy and consistency.

• Reporting & Dashboard Development: Ability to design innovative dashboards and reports, identifying new ways to improve data visualization and reporting processes.

• Detail-Oriented: Strong organizational skills with a keen eye for detail, ensuring high accuracy in data entry and administrative tasks.

• Adaptability: Ability to work independently in a fast-paced environment, managing multiple tasks and priorities effectively

Why Join TabSquare

• Redefine the Future of Dining - Build AI, fintech, and digital solutions that transform how restaurants operate

• Create Lasting Impact, Fast - We take ownership, move with speed, and focus on what truly matters. See the real-world results of your work quickly and tangibly.

• Grow as a Leader - We raise the bar, develop the best, and provide clear career paths to leadership.

• Work in a Culture of Curiosity & Excellence - We dive deep, challenge assumptions, and use data to solve problems. We value bold ideas, experimentation, and continuous learning.

• Thrive in a Positive, Humble Environment - We bring good vibes through a collaborative, supportive culture where optimism sparks possibility and openness to feedback drives growth.