Senior Executive Sales Operations

Key Responsibilities

1. Customer KYC & Verification
•    Verify customer KYC documents and ensure all mandatory information is complete and valid.
•    Verify and validate GST, PAN, and other applicable customer details.
•    Ensure customer information is consistent across the submitted documents and company records.
•    Identify missing, incorrect, expired or inconsistent KYC information and coordinate for correction.
•    Ensure proper customer registration and master-data creation in Microsoft Dynamics NAV.
•    Perform customer registration in NAV accurately and within the defined turnaround time.

2. Order & Commercial Commitment Verification
•    Register sales/orders in NAV based on the products, quantities, pricing, terms and commitments offered to the customer.
•    Verify that the customer order is aligned with the approved commercial offering.
•    Ensure the customer order and agreement/contract with client are consistent and in sync.
•    Cross-check key commercial terms, including:
o    Products/services offered
o    Quantity/volume
o    Price and discount
o    Payment terms
o    Delivery commitments
o    Contract/agreement terms
o    Other specific commercial commitments
•    Highlight any mismatch or discrepancy between the order, agreement/contract and approved commercial terms before processing the order.
•    Ensure that no commercial discrepancy is overlooked during order registration.

3. Exception & Approval Management
•    Identify cases where the customer order or commercial terms are out of sync with the approved agreement/contract or standard commercial terms.
•    Ensure that exceptions are clearly documented with the reason and informed to approval authority.
•    Prevent unauthorized deviations from approved products, quantities, delivery commitments or other commercial conditions.

4. Document Management & Record Keeping
•    Maintain a complete and organized customer-wise KYC record in OneDrive.
•    Maintain customer-wise copies of all relevant contracts, agreements, amendments and related documents in OneDrive.
•    Maintain a proper record of exception approvals against the relevant customer/order.
•    Ensure documents are stored using a standardized naming and folder structure for easy retrieval and audit purposes.
•    Ensure that records are complete, accurate, up to date and readily available for internal or external audits.

5. Compliance & Control
•    Act as a control point between Sales, Finance and other relevant functions to ensure that customer orders reflect approved commercial commitments.
•    Escalate discrepancies or unclear commercial commitments to the appropriate approval authority before order processing.
•    Maintain a clear audit trail from customer KYC → customer registration → agreement/contract → approved commercial terms → customer order → exception approval, where applicable.
•    Support periodic internal audits and reconciliation of customer and order documentation.

Key Deliverables / KPIs
•    Accuracy and completeness of customer KYC records.
•    Timely and accurate customer registration in NAV.
•    Accuracy of order registration in NAV.
•    Percentage of orders processed with complete supporting documentation.
•    Identification and timely escalation of order/commercial discrepancies.
•    Completeness and accuracy of customer-wise OneDrive records.
•    Audit readiness and zero/minimal documentation gaps.