Sales Operations Specialist, CRM
About InstaSafe<\/b>
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InstaSafe is a leading innovator in secure access solutions, delivering cutting\-edge products like Zero Trust Network Access (ZTNA), Single Sign\-On (SSO), Multi\-Factor Authentication (MFA), and Identity and Access Management (IDAM). We are dedicated to ensuring our clients' digital environments are secure, reliable, and high\-performing. As we scale our go\-to\-market engine across direct and channel\-led motions, we are building a strong GTM operations backbone to power predictable revenue, seamless renewals, and a thriving partner ecosystem. Join our team to help shape the operational engine behind the future of cybersecurity.
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Role Overview<\/b>
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We are seeking a disciplined, relentlessly resourceful Sales Operations Specialist to be the operational and CRM backbone of InstaSafe's sales engine. You will own day\-to\-day Zoho CRM administration and data quality, take full ownership of the deal desk, RFP responses, and sales compliance, and drive open action items to closure within deadlines and budgets. This is a hands\-on
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role for someone with deep respect for sales process and discipline \u2014 who chases down follow\-ups, keeps deals and potentials updated, and turns the CRM into a single source of truth that leadership can trust.
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Nature of the role<\/b>: This is an operational role focused on enabling the sales team.It does not carry a personal sales quota \u2014 success is measured by data quality, forecast reliability, on\-time closure of action items, and process discipline.
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Key Responsibilities
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CRM Administration & Data Quality<\/b>
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\u2022 Own Zoho CRM hygiene and data quality across accounts, contacts, leads, opportunities, and pipeline stages.
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\u2022 Configure and maintain fields, layouts, stages, workflows, validation rules, and user access in Zoho CRM.
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\u2022 Run regular data cleanup, deduplication, imports/exports, and enrichment to keep the CRM a reliable source of truth.
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\u2022 Keep potentials and deals continuously and accurately updated \u2014 stages, values, next steps,and close dates.
Deal Desk, RFPs & Sales Compliance
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Deal Desk, RFPs & Sales Compliance
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\u2022 Take end\-to\-end ownership of the deal desk \u2014 quotes, pricing approvals, discount workflows, and order processing \u2014 ensuring accuracy and policy compliance.
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\u2022 Coordinate and own RFP / RFI responses: gather inputs from stakeholders, track timelines, and ensure complete, compliant, on\-time submissions within budget.
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\u2022 Own sales\-compliance activities \u2014 approval workflows, documentation, pricing governance, and audit readiness \u2014 and flag exceptions proactively.
Follow\-Ups & Action\-Item Ownership
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Follow\-Ups & Action\-Item Ownership
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\u2022 Drive and chase follow\-ups across sales, marketing, finance, and external stakeholders, being relentlessly resourceful to resolve open action items within deadlines and budgets.
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\u2022 Manage lead coordination, routing, and assignment, ensuring no lead or deal stalls for lack of follow\-through.
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\u2022 Maintain a live action\-item / open\-items tracker and escalate blockers early to keep everything moving to closure.
Pipeline, Forecasting & Reporting
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Pipeline, Forecasting & Reporting
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\u2022 Support pipeline management and sales forecasting, ensuring opportunities are accurate and up to date.
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\u2022 Build and maintain weekly/monthly reports and dashboards (Zoho Analytics / Google Sheets) for sales leadership.
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\u2022 Assist with quota, territory, and account assignments and keep supporting documentation current.
Sales Process, Discipline & Enablement
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Sales Process, Discipline & Enablement
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\u2022 Deeply understand and continuously focus on the end\-to\-end sales process; enforce process discipline and adherence across the team.
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\u2022 Identify process inefficiencies and build, automate, and document standardized sales workflows, SOPs, and playbooks.
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\u2022 Coordinate sales tooling, access provisioning, and CRM onboarding/training for new hires, and act as first\-line support on CRM and process questions.
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Requirements<\/h3>
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Requirements<\/h3>Required Qualifications<\/b>
<\/div>\u2022 Bachelor's degree in Business, Commerce, Engineering, or a related field (or equivalent experience), based in Bangalore or Bhubaneswar.
<\/div>\u2022 2\u20134 years of experience in sales operations, revenue operations, CRM administration, deal desk, or a comparable analytical/operations role \u2014 preferably in SaaS or technology.
<\/div>\u2022 Hands\-on CRM experience (Zoho CRM strongly preferred), including configuration, reporting, and workflow setup.
<\/div>\u2022 Demonstrated ownership of deal desk, RFP/RFI responses, or sales\-compliance processes is strongly preferred.
<\/div>\u2022 Relentlessly resourceful and disciplined, with a proven ability to drive follow\-ups and close open action items within deadlines and budgets.
<\/div>\u2022 Strong spreadsheet skills (Google Sheets / Excel), strong analytical and problem\-solving skills, and excellent attention to detail and data integrity.
<\/div>\u2022 Excellent communication and stakeholder\-management skills, with the ability to work cross\-functionally with sales, marketing, and finance.
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\u2022 Bachelor's degree in Business, Commerce, Engineering, or a related field (or equivalent experience), based in Bangalore or Bhubaneswar.
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\u2022 2\u20134 years of experience in sales operations, revenue operations, CRM administration, deal desk, or a comparable analytical/operations role \u2014 preferably in SaaS or technology.
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\u2022 Hands\-on CRM experience (Zoho CRM strongly preferred), including configuration, reporting, and workflow setup.
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\u2022 Demonstrated ownership of deal desk, RFP/RFI responses, or sales\-compliance processes is strongly preferred.
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\u2022 Relentlessly resourceful and disciplined, with a proven ability to drive follow\-ups and close open action items within deadlines and budgets.
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\u2022 Strong spreadsheet skills (Google Sheets / Excel), strong analytical and problem\-solving skills, and excellent attention to detail and data integrity.
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\u2022 Excellent communication and stakeholder\-management skills, with the ability to work cross\-functionally with sales, marketing, and finance.
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