Sales Operations Associate

Sales Operations Associate

About Signzy

Signzy is a leading RegTech company providing digital onboarding, identity verification, and monitoring solutions across 180+ countries through 340+ APIs. Our platform helps banks and businesses with KYC, KYB, AML, fraud checks, bank account verification, and age verification — enabling contracting and customer onboarding in a trustable, safe, legal, and convenient manner through biometric authentication and blockchain-based digital trails.

We work with global leaders including Stripe, HDFC, PayPal, Emirates NBD, and AmazonPay, and hold strategic partnerships with Mastercard and Microsoft. Signzy is self-funded (bootstrapped) and operates at the intersection of AI, fintech, and compliance — helping businesses achieve results like 4x applicant growth, 99% reduced fraud, 80% cost reduction, and 60% fewer customer drop-offs.

About the Role

Signzy is looking for a detail-oriented Sales Operations Associate to ensure the accuracy, completeness, and integrity of sales data, while driving deal execution, invoicing, and sales analytics across our Business Units. This role is central to keeping the Sales Ops engine running — supporting Sales, Finance, and cross-functional teams as Signzy scales globally in the RegTech space.

Key Responsibilities

• CRM Management: Own CRM data hygiene and compliance checks to ensure accuracy and completeness of raw sales data; Maintain leads, accounts, opportunities, and pipeline records; flag stale or duplicate entries; Support CRM workflow configuration, dashboard setup, and adoption across Business Units; Partner with sales reps to ensure consistent, real-time pipeline updates

• Invoicing & Billing: Generate and process accurate, timely invoices aligned to deal terms and contract value; Track invoice lifecycle (raised, pending, paid, overdue) and coordinate with Finance on collections; Maintain organized documentation of contracts, POs, and billing records for audit-readiness

• Deal Management: Support the deal lifecycle end-to-end — from opportunity creation through closed-won/closed-lost; Review discount requests, pricing approvals, and contract terms in line with deal desk processes; Act as a liaison between Sales, Finance, and Legal to keep deals moving without bottlenecks; Maintain a single source of truth for real-time deal status across the pipeline

• Sales Analytics & Reporting: Conduct sales data analysis to surface insights on sales productivity, lead quality, and process gaps; Perform root cause analysis (RCA) on pipeline drop-offs, lost deals, and process inefficiencies; Build recurring dashboards and reports: pipeline coverage, win rates, quota attainment, sales velocity; Deliver weekly/monthly reporting packages to Sales and Business Unit leadership

• AI Tools & Automation: Use AI tools (e.g., ChatGPT/Claude, CRM AI add-ons, workflow automation platforms) to speed up data cleaning, reporting, and routine sales ops tasks; Identify and implement automation opportunities across the Quote-to-Cash and reporting workflows, in line with Signzy's own AI-driven, automation-first product philosophy; Stay current on AI/RPA tools relevant to sales operations and recommend adoption

• Spreadsheet & Data Management (Excel / Google Sheets Expert): Build and maintain advanced Excel/Google Sheets trackers, models, and dashboards (pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH, conditional formatting; Apps Script/macros a plus); Consolidate and clean data across CRM, billing, and marketing sources into a single reliable view; Ensure data integrity for all sales operations and leadership reporting

• Required Skills & Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field

• 1–3 years of experience in Sales Operations, RevOps, or Business Operations (fintech/SaaS/RegTech background a plus)

• Hands-on experience with CRM systems (Salesforce, HubSpot, Zoho, or similar); CRM experience strongly preferred

• Strong sales data handling and data analysis skills

• Excellent Excel skills (advanced formulas, pivot tables) and Google Sheets proficiency

• Working knowledge of PowerPoint for reporting/presentation

• Familiarity with AI productivity and automation tools (ChatGPT, Claude, Zapier, Make, or similar)

• Strong analytical mindset with high attention to detail and data accuracy

• Ability to work cross-functionally across Sales, Finance, and multiple Business Units in a fast-paced environment

• Dashboard building is non-negotiable: candidate must be able to independently design and build sales dashboards (in Excel/Google Sheets and/or CRM/BI tools) from raw data — this is a mandatory, must-have skill for this role, not a nice-to-have

• Nice to Have

• Experience with invoicing/billing tools (QuickBooks, Zoho Invoice, NetSuite)

• Exposure to SQL or BI tools (Looker, Tableau, Power BI)

• Understanding of KYC/KYB/AML or fintech/compliance workflows

• Why Join Signzy

• Work at the forefront of the RegTech industry, driving business growth across multiple Business Units

• Collaborate with high-impact, cross-functional teams on transformational initiatives

• Be part of a self-funded, fast-scaling company solving trust and compliance problems for global fintech leaders

• Signzy is an equal opportunity employer committed to building a diverse and inclusive workplace.