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Job Title: Sales Operations Specialist
Location: Mumbai / Gurgaon
Type of role: Contractual
Reports to: Finance Manager
Job Summary: The Sales Operations Specialist will be responsible for invoicing and revenue recognition. This person shall play a crucial role in managing and optimizing our CRM tools and contract lifecycle management processes. This role requires deep expertise in Salesforce and accounting software (Workday). The specialist will ensure accurate contract entry, support non-contract invoicing, and develop repeatable systems to enhance efficiency and compliance.
Key Responsibilities:
Primary Responsibilities:
- Invoicing and revenue recognition relating to specific streams of revenue
- Review client documentation to ensure accuracy in contract entry into the accounting system (WorkDay) across all the business segments with the Company
- Collaborate with Business Units to support non-contract invoicing
- Develop a functional understanding of data integration tools to assist in processing revenue transactions related to live events
- Support new processes and build repeatable systems to achieve efficiencies of scale
Knowledge of CRM Tools:
- Be a Subject Matter Expert (SME) by building knowledge on the features of Salesforce and more specifically on the functionality of Salesforce that impacts revenues.
- Develop proficiency in the Configure, Price, Quote (CPQ) platform and understand its data impacts on the accounting software (WorkDay).
Contract Lifecycle Management (CLM) Support:
- Acquire working knowledge of CLM and understand its impact on processing and queues.
- Ensure compliance with relevant requirements and controls.
Qualifications and Skills:
- Post Graduate degree in Finance with minimum 5 years of experience in revenue management
- Working Knowledge of contracting principles and CLM a plus
- Detail-oriented, analytical, organized, flexible
- Able to set priorities and manage high volume of requests
- Strong written and oral communications skills
- Proficiency using Microsoft Office Excel
- Knowledge of WorkDay: Customer Invoices, Customer Contracts, Revenue Recognition or similar experience a plus
- Knowledge of Salesforce experience a plus
Top Skills
What We Do
At Harvard Business Publishing, we believe in the power of leadership to inspire, to transform, and to advance the global good. We empower leaders with breakthrough ideas that solve problems, that elevate performance, and that unlock the leader in everyone. We help leaders move the world forward.
Harvard Business Publishing (HBP) was founded in 1994 as a not-for-profit, independent corporation that is an affiliate of Harvard Business School. We inform and inspire professionals, corporations, educators, and students around the world with the best in management thinking and practice. Through our articles, books, case studies, simulations, videos, learning programs, and digital tools, we reach thousands of organizations and millions of subscribers and social media followers.
With over 600 employees located in Boston (HQ), New York City, Australia, France, India, Mexico, the Netherlands, Singapore, the United Arab Emirates, and the United Kingdom, we serve as a bridge between academia and enterprises around the globe.
Our three market units—Education, Corporate Learning, and Harvard Business Review Group—produce a variety of media including print and digital (Harvard Business Review, Harvard Business Review Press books, Harvard Business School cases), events (participant-centered learning seminars, custom events, webinars), digital learning (Harvard ManageMentor, HMM Spark), blended learning, and campus experiences. Through these platforms, HBP is able to influence real-world change by maximizing the reach and impact of its essential offering—ideas.
Working at Harvard Business Publishing brings you into a global, dynamic organization that’s constantly discovering—new markets, new technologies and media platforms, and new groundbreaking ideas. You’ll find your co-workers intellectually curious and highly engaged. We collaborate. We experiment. We are always learning
