Sales Operations Specialist

4 days ago

Makati City, National Capital Region, Philippines Eight Under Par (Pawnshop Operator), Inc. Full time ₱600,000 - ₱800,000 per year

Job Role Description:

The Sales Operations Specialist is responsible for managing administrative, compliance, and operational tasks to support the B2B sales team. They ensure smooth client onboarding, documentation, and reporting, allowing Key Account Specialists to focus on sales.

Key Tasks:

- Handle all documentary and compliance requirements for client onboarding.

- Manage the creation and routing of Biller Enrollment Forms and Setup Forms.

- Track and coordinate the client onboarding process to ensure adherence to SLAs.

- Organize and facilitate internal meetings with the Tech, Compliance, Finance, and Marketing teams.

- Maintain and update sales dashboards, tracking client performance and revenue metrics.

- Prepare P&L reports, sales forecasts, and other financial reports.

- Ensure service agreements are properly stored, renewed, and compliant with BSP regulations.

- Develop advisories and internal communications to ensure proper client handling.

- Monitor and manage the annual budget for marketing and operational expenses.

- Support marketing teams in coordinating promotional campaigns and launch activities.

Position Specifications (Minimum):
  • 2+ years of experience in sales operations, compliance, or administrative support.
  • Strong organizational and process management skills.
  • Experience with CRM tools, sales analytics, and reporting.
  • Detail-oriented with strong problem-solving abilities.
  • Background in fintech, banking, or operations is an advantage.

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