Back Office Executive, Sales Coordination
KNOWFINITY
About The Opportunity
A fast-growing edtech startup in the professional skilling and certification space, building scalable back-office systems to power high-touch sales operations across India. Back Office Executives ensure seamless coordination between sales, customer success, and finance, enabling rapid growth through precision, process discipline, and tech-enabled efficiency.
Role & Responsibilities
- Process and validate sales-generated leads, ensuring CRM accuracy and pipeline hygiene.
- Coordinate scheduling, contract documentation, and onboarding materials for new client enrollments.
- Track invoice generation, payment confirmations, and reconciliation with finance for revenue recognition.
- Support sales teams with real-time reporting dashboards, pipeline analytics, and KPI tracking.
- Manage vendor and partner communication for fulfillment, delivery, and certification tracking.
- Automate routine workflows using Google Sheets, Airtable, or CRM triggers to reduce manual effort.
Requirements & Tech Stack
- CRM tools
- Google Workspace (Sheets, Docs, Forms)
- Data entry & validation
- Invoice processing
- Process documentation
- Microsoft Excel
- Communication & coordination
- Basic automation tools (Zapier / Make / Airtable)
Qualifications
- Experience in edtech or SaaS sales ops
- Familiarity with payment gateways (Razorpay, PayPal)
- Basic knowledge of accounting principles






