Optasia is a real-time financial intelligence company. We build precision intelligence that unlocks financial opportunity at scale, running millions of automated credit decisions every day across high-growth markets where formal credit data is limited. Our AI-powered platform turns permitted behavioural data and real-time signals into precise, responsible credit decisions. Embedded within the systems of telcos, banks, digital wallets and other partners, it helps them extend relevant financial services to more people while maintaining strong portfolio control and opens profitable new segments that were previously out of reach. This is how Optasia turns potential into financial progress, responsibly and at scale.
The BI Reporting Manager - Sales Operations, owns the analytical backbone of the Commercial Operations function – turning data into the reporting, forecasts and incentive calculations that drive commercial decisions across the team.
This role sits within Sales Operations and works closely with regional Sales, finance, and the wider commercial leadership to keep pipeline, forecasting and incentive data accurate, timely and decision ready.
What you will do
Data Analysis & Business Reporting
- Build and maintain business health reports covering pipeline, revenue and sales performance across regions.
- Consolidate data from multiple reporting platforms into a single, reliable source of truth.
- Design and maintain dashboards and scorecards in Power BI and Excel for leadership and regional teams.
- Crunch large, multi-source datasets to surface trends, risks and opportunities in the sales pipeline.
- Apply AI-enabled tools to speed up data preparation, reporting and analysis.
- Deliver monthly performance reporting and monitor business health trends on a regular basis.
- Interact with clients/ MNOs on data reconciliation and revenue share reporting, responding promptly to queries from clients and the commercial team.
- Maintain strong cross-functional collaboration across regional Commercial, finance, risk, BI and pre-sales.
Forecasting & Budgeting Support
- Prepare and maintain monthly forecasting data source and consolidated supporting reports.
- Support the annual and in-year budgeting and forecasting process with data, templates and analysis.
- Track forecast accuracy over time and flag variances to Sales Operations leadership
Sales Incentive Programs
- Execute Sales Incentive Program calculations accurately and on schedule each cycle.
- Maintain SIP attainment tracking and resolve points or payout corrections.
- Partner with Sales Operations leadership to ensure incentive reporting aligns with plan rules and commercial targets.
What you will bring
Technical Skills
- Strong Excel skills, including advanced formulas and large-dataset handling.
- Working knowledge of Power BI for dashboard and report design.
- Comfortable handling and reconciling data across multiple reporting platforms.
- Confident using AI tools to support data crunching and reporting workflows.
- Basic understanding of CRM systems such as Zoho / Salesforce is a plus.
Core Skills
- Strong analytical skills, with the ability to translate data into clear commercial insight.
- Sound decision-making under time pressure and with large data sets.
- Disciplined, consistent approach to business health reporting and deadlines.
Preferred Experience
- Prior experience in telecoms or fintech businesses is an advantage.
- Experience supporting budgeting and forecasting cycles in a commercial or sales operations function.
Why Optasia?
Optasia is a high-growth, AI-powered financial infrastructure platform serving over 432 million users in emerging markets across Africa and Asia. By harnessing the power of AI and real-time data we unlock financial opportunities for customers. We have been recognized as a top fintech by Forbes Middle East, culminating in a successful JSE listing in 2025.
At Optasia, our global team builds the tech, products and services which will change the game for the world's unbanked population. We empower our people by offering unique employee experiences and support individual careers by prioritizing well-being and embracing flexibility.
Skills Required
- Strong Excel skills, including advanced formulas and large-dataset handling
- Working knowledge of Power BI for dashboard and report design
- Experience handling and reconciling data across multiple reporting platforms
- Confidence using AI tools to support data preparation, reporting, and analysis
- Strong analytical skills and ability to translate data into commercial insight
- Experience supporting budgeting and forecasting cycles in a commercial or sales operations function
- Experience in telecoms or fintech businesses
- Basic knowledge of CRM systems such as Zoho or Salesforce
What We Do
We deliver Optasia, the AI Platform enabling financial access for the next billion customers. We are changing the world our way. Α versatile, data-driven B2B2X (business-to-business-to-customers and SMEs) financial technology platform for MNOs, mobile wallet operators and financial institutions, which provides them with accurate credit scoring for responsible financing decision-making. We support intelligent credit decisions, enable a broad range of financial services development and drive successful business models. All with ease, through our AI-led fully-automated decisioning algorithm, which allows us to efficiently make millions of decisions on financing, based on sophisticated data analysis. Thanks to our technology and network we provide powerful flywheel effects with repeatable and scalable growth levers, to help our partners grow and enable financial access to retail & SME customers across numerous markets. Operating since 2012 as Channel VAS and expanded in more than 35 countries in Africa, Middle East, Asia and LATAM with focus in emerging markets, Optasia Enabling credit decisions for an average of 116 million customers a month and had more than 980 million addressable subscribers in 2023, continuing to expand to new markets globally. Optasia has been chosen as an investment opportunity by top firms such as Abu Dhabi's Waha Capital in 2017, and Ethos, a leading South African investment company in late 2018. The company also obtained ISO 27001 Certification in late 2021. Founded as Channel VAS in 2012, we became Optasia in 2022, incorporating a brand identity that more broadly reflects our capabilities.
