Sales Operations Associate

About Wokelo:
Wokelo is a Gen-AI powered investment research platform. It automates complex research and analysis tasks, traditionally performed by humans. Wokelo is leveraged by leading Private Equity, Investment Banks, Corporate Strategy, Venture capital, and Fortune 500 firms.

Our proprietary agentic technology and state-of-the-art LLMs deliver rich insights and high-fidelity analysis in a matter of minutes, transforming how financial decisions are made. We are headquartered in Seattle with a global team, supported by renowned venture funds and industry leaders who share our vision.

About the Role:
Wokelo is seeking a highly motivated and detail-oriented Sales Operations Associate to join our inside sales team. The ideal candidate will be responsible for achieving sales KPIs, setting up managing end to end sales processes, and supporting the Account Executive and Sales leadership in various capacities to drive new business opportunities.

Responsibilities:
Drive Inside Sales KPIs: Consistently achieve or exceed daily, weekly, and monthly outreach targets and demos. Track and report on sales performance metrics..
Lead Management and Research: Conduct research to pre-qualify inbound leads, prospect new clients and leverage tools like Apollo, Outreach, and Sales Navigator.
Process Setup and Assessment: Develop and optimize sales processes, maintain CRM, Manage product trials, including trial setup, and usage.
Pre-sales and Sales Enablement: Draft proposals, prepare order forms, and edit MSA contracts. Develop and maintain sales collateral. Setup / conduct intro meetings.
Collaboration: Work closely with Outside Sales to support end-to-end sales cycle. Coordinate meetings on an account executive’s calendar and log activities
Sales Analytics and Pipeline Management: Develop and maintain accurate sales forecasts, oversee pipeline, conduct deal reviews, manage sales dashboard and KPIs
Lead Sourcing: Support top-of-the-funnel and business development initiatives such as scouting for industry events, conferences, and partnerships, implement AI SDR tool

Who you are:
● 3+ years of experience in inside sales, sales operations, or customer success
● Proven ability to track, manage and achieve inside sales metrics and KPIs
● Proficiency in using CRM/Sales tools like Pipedrive, Outreach, Apollo, Sales Navigator
● Outstanding verbal and written communication, ability to build strong relationships
● Experience in a Enterprise SaaS / FinTech / B2B SaaS preferred but not mandatory
● Experience in drafting proposals, updating contract documents and collateral a plus

Why you’ll want to work here:
● Experience as a founding member of a Gen-AI startup team with exceptional traction with the world's largest investment banks, private equity firms and consulting firms demonstrating a strong product-market fit.
● Our platform is incredibly powerful and we push the limits to what can be achieved using AI. We challenge ourselves with problems that haven’t been solved and which don’t have any existing playbook.
● Our company is lean but well-funded, you’ll join at a time where you can impact and shape the company and function.
● Benefits include:
○ Great compensation and equity packages
○ Full range insurance benefits
○ Flexible vacation policy
○ Remote work with bi-annual offsites
● Location: Bangalore
● Timings: US PST time zone