Sales Operations Specialist
At a glance
Mid-level Revenue & Sales Operations role at MODIFI GmbH. Mumbai · full-time.
Pay not stated Revenue & Sales Operations salary
growthroles summary, based on the employer's posting.
What you'll do
- Track deals from onboarding through disbursement, keeping milestones, documents, and handoffs moving
- Coordinate with client finance and operations contacts to gather KYC, financial statements, and trade records
- Maintain checklists and trackers, verifying each transaction against credit and internal policy requirements
- Bring Sales, Credit, Risk, Legal, Operations, and Finance into alignment on deal execution
What you bring
- Three to seven years in sales operations, trade finance, banking or NBFC operations, FinTech, or financial-services support
- Working knowledge of KYC, transaction paperwork, and onboarding procedures
- Experience coordinating work among Credit, Risk, Legal, and Finance teams
- Clear, organized communication and persistent follow-up to shorten turnaround time
Who this fits
This suits a detail-focused operator who takes ownership of individual deals and stays effective under pressure. You’ll work onsite in Mumbai and coordinate across internal teams plus client finance and operations contacts.
From the employer
At MODIFI, we're on a mission to make global trade simple and accessible for businesses across emerging markets. As we scale our India operations, we're looking for a sharp, detail-oriented Sales Operations Specialist to be the backbone of our deal execution engine.
If you thrive in fast-paced environments, love bringing order to complexity, and have a knack for getting things done across teams — this role is for you.
What You'll Own
Deal Lifecycle Management You'll be the connective tissue between Sales, Credit, Risk, Legal, Operations, and Finance. From onboarding to disbursement, you'll track every deal milestone, ensure documentation is complete and compliant, and keep the pipeline moving without friction.
Client & External Coordination You'll work directly with client finance and operations teams to collect KYC, financial statements, and trade documents — ensuring a smooth, professional onboarding experience that reflects MODIFI's standards.
Process & Compliance You'll maintain documentation checklists, process trackers, and ensure every deal meets internal credit and policy guidelines before it moves forward. Continuous improvement isn't just a phrase here — it's how we work.
Requirements
3–7 years of experience in Sales Operations, Trade Finance, Banking/NBFC Operations, FinTech, or financial services support
Prior exposure to cross-border trade finance, working capital solutions, or corporate lending is a strong plus
Experience coordinating across Credit, Risk, Legal, and Finance teams
- Solid grasp of KYC processes, deal documentation, and onboarding workflows
- Strong follow-up instincts: you reduce TAT without being asked to
- Excellent communicator: structured, clear, and professional even under pressure
- High ownership mindset: you treat every deal like it's your own
Benefits
Why MODIFI? Because we rock!
● Diversity is more than a word to us - join a company with team mates from 16+ different nationalities and backgrounds
● The world is your oyster - we have networks around the globe with offi ces in Amsterdam, Berlin, Dhaka, Dubai, Mumbai andShenzhen
● We care about the environment - that’s why we commit to a clear understanding of our CO2 footprint and shall reach neutrality in 2023
● You want to get to know your colleagues better?! We organize regular gatherings, events and parties
● Many perks like a cultural day, personal training, language course and more
● TEAM - Together Everyone Achieves More
● At MODIFI we have a very hands-on mindset, giving our people the chance to grow with their responsibilities
● Think big. Think bigger! Think 10x!
● We live by our values ‘own your actions’, ‘grow together’ and ‘make it happen’
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