Senior Executive- Sales & Operations

Overview

The Claims Coordinator is responsible for managing deduction and invoice claims within SAP TPM, supporting promotional claim approvals, and ensuring strong financial controls across trade promotions. This role partners closely with Sales, Sales Finance, Trade Promotion Analysts, and cross-functional teams to ensure accurate claim processing, compliance with trade agreements, and timely resolution of exceptions. The position also plays a key role in improving efficiency through reporting automation and advanced analytics.

Responsibilities

Claims Processing & Trade Support

Manage deduction and invoice claim processing end-to-end within SAP TPM

Assist with promotional event enrollments and claim approvals

Validate claims against approved trade agreements, promotional events, and pricing terms

Ensure customer contract legends are current and accurate to support Trade Promotion Analysts

Controls, Compliance & Exception Management

Maintain a strong control environment with accurate trade accruals, contract approvals, and verification processes

Manage claim exceptions through effective verbal and written communication with Sales and Sales Finance teams

Investigate claim discrepancies, identify root causes, and support timely resolution

Ensure compliance with internal controls, trade policies, and audit requirements

Systems, Reporting & Automation

Maintain audit-ready claim documentation, trackers, and system records

Prepare claims analysis, aging reports, and exception dashboards

Drive efficiency, accuracy, and scalability of claims and trade analytics through automation solutions

Cross-Functional Collaboration

Act as a liaison between Trade Promotion Analysts, Sales, Finance, and Customer Teams

Support continuous alignment between promotional execution, pricing, and claims processing

Respond effectively to information requests and support business decision-making

Qualifications

Skills & Qualifications

Education

Bachelor’s degree in Commerce, M.Com, BBA, Master Business Administration, Finance, or a related field

Additional certifications (Tally, CA-Inter, CFA Level 1, Excel certification)

Experience

1–4 years of financial operations, claims, trade promotions, or accounting-related experience

Prior FMCG industry experience preferred

Technical & Analytical Skills

Strong analytical skills with the ability to translate findings into actionable solutions and improved processes

Proficient in Microsoft Excel with advanced data handling capabilities

Ability to quickly learn SAP CRM/BW and TPM software applications

Good to Have technical proficiency in Python, Power BI, and UiPath, with hands-on experience in:

Automation and process optimization

Data analysis and dashboard development

Scripting and workflow design