Sales Operations Analyst

Posted An Hour Ago
Be an Early Applicant
2 Locations
Remote or Hybrid
Mid level
Fintech • Software • Financial Services
The Role
Manage and distribute daily and monthly bank market share and performance reports, analyze large datasets for performance and intent/appetite insights, maintain bank relationships, support automation and process improvements, and assist senior leadership with performance measurement and strategy execution.
Summary Generated by Built In

To support the Head of Product in the active management of bank performance through the collation, analysis and distribution of bank market share and performance data across internal and external stakeholders. The role manages day-to-day relationships with banking partners, produces detailed performance and intent/appetite analysis used by the broader business and aids in the automation and modernisation of bank performance reporting.

Responsibilities

Bank Performance Reporting

- Ensures timely distribution of daily and monthly bank market share and performance reporting to internal and external stakeholders

- Maintains existing performance reports and designs new reports as needed

- Prepares detailed bank performance management information (MI) for internal use

- Prepares intent and appetite analysis (e.g. approval rates, customer appetite, bank performance trends) for use by the team in macro- and micro-economic insights

- Prepares performance metrics and presentations as required for meetings and management forums


Bank Relationship Management

- Maintains day-to-day relationships with banking partners regarding performance data and reporting requirements

- Acts as secondary liaison on bank performance enquiries and requests

- Assists with the design, implementation and management of bank splits and targets


Automation, Modernisation & Process Improvement

- Assist in the automation and modernisation of bank performance reporting processes and tools

- Develops reporting policies and procedures

- Assists in the execution of process improvements

- Assists in the facilitation of successful implementation of new intelligence reports and initiatives across bank and market share performance


Strategy & Performance Management

- Executes and operationalises relevant business strategies and initiatives in line with the company's business objectives

- Works closely with senior leadership to define optimal performance measurements and performance management interventions

- Assists in aligning reporting, training and interventions with performance management priorities


Qualifications

Qualifications & Experience

-        Matric

-        Experience in a similar role within product or operations teams - financial services industry experience advantageous

-        Demonstrated experience working with large datasets and producing management reporting


Required Skills:

- Strong data analysis and reporting skills

- Complex problem-solving ability

- Intermediate to advanced-level project management skills

- Proficient communicator (written and verbal)

- Solid technical acumen – sales systems, data reporting systems etc

- Solid financial acumen – trend analysis, variance analysis etc

- Advanced MS Excel

- Exposure to automation and reporting tools advantageous


Required Competencies:

- Accuracy

- Planning

- Adaptability

- Cooperation

- Persuasiveness

- Assertiveness

- Initiative

- Stress resistance

- Analysing and forming opinions

- Innovating and driving continuous improvement

Skills Required

  • Matric
  • Experience in a similar role within product or operations teams
  • Financial services industry experience
  • Demonstrated experience working with large datasets and producing management reporting
  • Strong data analysis and reporting skills
  • Complex problem-solving ability
  • Intermediate to advanced-level project management skills
  • Proficient communicator (written and verbal)
  • Solid technical acumen (sales systems, data reporting systems)
  • Solid financial acumen (trend analysis, variance analysis)
  • Advanced Microsoft Excel
  • Exposure to automation and reporting tools
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The Company
HQ: Cape Town, Western Cape
7 Employees
Year Founded: 1998

What We Do

Make ooba a new home for your career! At ooba (www.ooba.co.za), we’re proudly contributing to the growth of our country and the economy by transforming the South African home ownership market. Not only do we empower people by ‘opening doors’ to a secure financial asset for them and their families, we also help them protect their assets through our competitive range of insurance products. We do this by being pioneer and the leading brand in home loans origination for South Africa. We’re a growing and innovative business offering meaningful work with rewarding careers. At ooba, we believe in empowering our people by the introduction of innovative technology enablers and progressive people practices. Want to find out more about a career at ooba, check out our careers site at: www.careers.ooba.co.za

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