Enterprise Sales Support (BFSI Solutions)

Location: Mumbai

Number of Positions: 3

Reporting To: Enterprise Sales Lead

About the Role

We are seeking a highly organized and detail-oriented Enterprise Sales Support

professional to support our Enterprise Sales team in driving business growth across

Banks, AMCs, Mutual Funds, NBFCs, Insurance Companies, Large Fortune 500

Corporates and other regulated financial institutions.

The role will act as the operational backbone of the sales function by managing lead

tracking, CRM hygiene, proposal coordination, RFP support, sales analytics, meeting

scheduling, follow-ups, documentation, contract tracking, and management

reporting.

This position is ideal for candidates who enjoy working in a fast-paced technology

environment and want exposure to enterprise SaaS sales, BFSI clients, AI-led

products, and strategic account management.

Key Responsibilities

A. Sales Coordination & Support

 Provide day-to-day support to the Enterprise Sales team across the sales

lifecycle.

 Coordinate meetings, product demonstrations, workshops, and customer

interactions.

 Maintain sales pipelines, opportunity trackers, and customer databases.

 Ensure timely follow-up on customer requests, proposals, and action items.

B. CRM & Sales Operations

 Maintain accurate records of leads, opportunities, client interactions, and

sales activities in CRM systems.

 Track opportunity stages, sales progress, and pipeline movement.

 Generate periodic sales reports, dashboards, and management updates.

 Ensure completeness and accuracy of CRM data.

C. Proposal & Documentation Management

 Support preparation of proposals, presentations, commercial submissions,

capability decks, and customer-specific documentation.

 Coordinate responses for RFPs, RFIs, questionnaires, due diligence requests,

and vendor onboarding requirements.

 Maintain centralized repositories of sales collateral, case studies, contracts,

pricing documents, and templates.

 Ensure version control and timely document circulation.

D. Contract & Commercial Coordination

 Track proposal submissions, commercial negotiations, contract reviews, and

closure timelines.

 Coordinate with Legal, Finance, Compliance, and Procurement teams for

approvals and documentation.

 Monitor contract status, renewals, and customer onboarding requirements.

E. Market Intelligence & Research

 Conduct research on prospective customers, industry developments,

regulatory trends, and competitors.

 Maintain databases of target accounts and key stakeholders.

 Support account planning and lead generation initiatives.

F. Customer Success & Product Adoption

 Drive platform adoption and utilization across customer organizations.

 Work closely with client teams to ensure successful onboarding and

implementation of platform capabilities.

 Regularly engage with users and stakeholders to understand business needs,

usage patterns, challenges, and opportunities.

 Proactively encourage and influence clients to maximize platform usage and

derive measurable business value.

 Conduct periodic customer reviews, adoption workshops, product

demonstrations, and training sessions.

 Develop and execute customer engagement plans to increase active usage

and platform penetration within client organizations.

 Maintain a strong on-ground presence at client locations whenever required to

drive adoption and build stronger user engagement.

 Act as a champion for customer success and ensure customers achieve

desired business outcomes from the platform.

G. Customer Query & Issue Management

 Serve as the primary coordinator for customer queries, enhancement

requests, and service-related issues.

 Ensure all customer concerns are logged, tracked, and resolved within agreed

timelines.

 Coordinate with Product, Technology, Operations, and Support teams to drive

timely resolution of customer issues.

 Maintain regular communication with customers regarding issue status,

progress updates, and resolution timelines.

 Escalate critical issues appropriately and ensure closure with customer

satisfaction.

 Monitor service responsiveness and continuously improve customer

experience.

H. Customer Feedback & Product Collaboration

 Gather structured customer feedback and market insights to identify product

improvements and enhancement opportunities.

 Work closely with Product and Technology teams to communicate customer

requirements and priorities.

 Act as the voice of the customer internally.

 Support product teams in validating new features, enhancements, and market

requirements.

 Provide regular updates on customer sentiment, usage trends, and adoption

challenges.

Experience & Qualifications

 2–5 years of experience in Sales Operations, Sales Coordination, Business

Support, Commercial Operations, Inside Sales, or Business Development

Support.

 Experience working in SaaS, Technology, FinTech, BFSI, Consulting, or

Enterprise Technology environments preferred.

 Exposure to CRM platforms such as HubSpot, Salesforce, Zoho CRM,

Microsoft Dynamics, or equivalent systems.

 Bachelor's degree in Business Administration, Commerce, Finance,

Technology, or a related discipline.