Job Description
Role Overview:
Aligned to specific customer accounts, the Sales Finance Analyst will play a critical role in supporting the opportunity lifecycle, quoting, contracting, forecasting, and compliance processes. This role requires a strong analytical mindset, attention to detail, and the ability to collaborate cross-functionally with Sales, Pricing Operations, Compliance, Legal, and Finance teams.
Key Responsibilities:
Monitor customer entitlement and usage data regularly to identify discrepancies or potential overages.
Collaborate with Pricing Operations and Compliance to resolve entitlement or usage data issues.
Send monthly entitlement and usage reports to customers and account executives.
Analyze current customer licensing, product usage, and identify new revenue opportunities.
Support customer renewals and transitions to new commercial models.
Work closely with Compliance to onboard customers and validate subscription usage data.
Ensure accuracy and completeness of Quotes and Order Forms.
Ensure all Orders comply with pricing and discount policies.
Interface with Deals Desk, Finance, Legal, and Use Verification teams for revenue recognition and special terms & conditions.
Coordinate with Order Management to ensure accurate booking of sales opportunities in ServiceNow.
Support Sales teams in ensuring customer licensing compliance.
Follow up with customers for additional information and maintain strong relationships with Sales teams.
Qualifications & Experience:
MBA (Finance) from a top B-School / CA / ICWA with at least 2 years of relevant experience
OR
Engineering or Management degree from a top B-School
Experience in Corporate Strategy, Development, or M&A roles is preferred.
Proven experience supporting Sales Representatives and managing Sales Territories.
Proficiency in Microsoft Office Suite (especially Excel, PowerPoint, Word).
Experience with CRM systems; Salesforce experience is highly preferred.
Familiarity with ServiceNow or similar sales automation tools.Skills & Competencies:
Strong analytical, critical thinking, and problem-solving abilities.
Excellent communication and presentation skills.
Organized with high attention to detail.
Ability to prioritize and manage multiple projects under tight deadlines.
Effective written and verbal communication.
Team player with a positive attitude and collaborative mindset.
Results-driven with a desire to learn and grow.
Ability to tactically execute and write effectively.
Experience leveraging AI tools or insights to enhance decision-making or workflow automation is a plus.
Why Join Us?
This role offers a unique opportunity to work at the intersection of Sales, Finance, and Strategy, contributing directly to revenue growth and operational excellence. You’ll be part of a dynamic team that values innovation, collaboration, and continuous improvement.
Job Type: Full-time
Pay: Up to ₹2,026,000.00 per year
Benefits:
Flexible schedule
Health insurance
Internet reimbursement
Leave encashment
Life insurance
Paid sick time
Paid time off
Provident Fund
Work from home
Application Question(s):
Experience on Salesforce?
Work Location: In person
Aligned to specific customer accounts, the Sales Finance Analyst will play a critical role in supporting the opportunity lifecycle, quoting, contracting, forecasting, and compliance processes. This role requires a strong analytical mindset, attention to detail, and the ability to collaborate cross-functionally with Sales, Pricing Operations, Compliance, Legal, and Finance teams.
Key Responsibilities:
Monitor customer entitlement and usage data regularly to identify discrepancies or potential overages.
Collaborate with Pricing Operations and Compliance to resolve entitlement or usage data issues.
Send monthly entitlement and usage reports to customers and account executives.
Analyze current customer licensing, product usage, and identify new revenue opportunities.
Support customer renewals and transitions to new commercial models.
Work closely with Compliance to onboard customers and validate subscription usage data.
Ensure accuracy and completeness of Quotes and Order Forms.
Ensure all Orders comply with pricing and discount policies.
Interface with Deals Desk, Finance, Legal, and Use Verification teams for revenue recognition and special terms & conditions.
Coordinate with Order Management to ensure accurate booking of sales opportunities in ServiceNow.
Support Sales teams in ensuring customer licensing compliance.
Follow up with customers for additional information and maintain strong relationships with Sales teams.
Qualifications & Experience:
MBA (Finance) from a top B-School / CA / ICWA with at least 2 years of relevant experience
OR
Engineering or Management degree from a top B-School
Experience in Corporate Strategy, Development, or M&A roles is preferred.
Proven experience supporting Sales Representatives and managing Sales Territories.
Proficiency in Microsoft Office Suite (especially Excel, PowerPoint, Word).
Experience with CRM systems; Salesforce experience is highly preferred.
Familiarity with ServiceNow or similar sales automation tools.Skills & Competencies:
Strong analytical, critical thinking, and problem-solving abilities.
Excellent communication and presentation skills.
Organized with high attention to detail.
Ability to prioritize and manage multiple projects under tight deadlines.
Effective written and verbal communication.
Team player with a positive attitude and collaborative mindset.
Results-driven with a desire to learn and grow.
Ability to tactically execute and write effectively.
Experience leveraging AI tools or insights to enhance decision-making or workflow automation is a plus.
Why Join Us?
This role offers a unique opportunity to work at the intersection of Sales, Finance, and Strategy, contributing directly to revenue growth and operational excellence. You’ll be part of a dynamic team that values innovation, collaboration, and continuous improvement.
Job Type: Full-time
Pay: Up to ₹2,026,000.00 per year
Benefits:
Flexible schedule
Health insurance
Internet reimbursement
Leave encashment
Life insurance
Paid sick time
Paid time off
Provident Fund
Work from home
Application Question(s):
Experience on Salesforce?
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Sales Operations Analyst position is now open for candidates interested in the Work from home Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.