The Role
The Sales Operations Support role aids sales teams with operational tasks, data management, reporting, agent onboarding, and KPI tracking.
Summary Generated by Built In
The Sales Operations Support role provides operational, analytical, and system support to
Fintech sales teams, ensuring accurate reporting, smooth agent onboarding, and effective
coordination of sales activities.
Key Responsibilities
•MaintainandmanagesalesandagentdataacrossCRMandfintechplatforms.
•Prepare daily and monthly sales, transaction, and performance reports.
•Support agent onboarding documentation and KYC verification processes.
•Track sales KPIs, transaction trends, and agent performance metrics.
•Coordinate with Product, Operations, Risk, and Finance teams.
•Support sales incentive tracking and reconciliation.
Key KPIS
•Accuracy of sales and transaction data
•Timeliness of reporting
•Agent onboarding turn around time
Qualifications & Skills
•Bachelor’s degree in Business, Statistics, or related field.
•1–3yearsexperienceinsalesoperationsorfintechsupportroles.
•Strong Excel skills; CRM or dash board experience is an advantage.
•High attention to detail and data accuracy.
Fintech sales teams, ensuring accurate reporting, smooth agent onboarding, and effective
coordination of sales activities.
Key Responsibilities
•MaintainandmanagesalesandagentdataacrossCRMandfintechplatforms.
•Prepare daily and monthly sales, transaction, and performance reports.
•Support agent onboarding documentation and KYC verification processes.
•Track sales KPIs, transaction trends, and agent performance metrics.
•Coordinate with Product, Operations, Risk, and Finance teams.
•Support sales incentive tracking and reconciliation.
Key KPIS
•Accuracy of sales and transaction data
•Timeliness of reporting
•Agent onboarding turn around time
Qualifications & Skills
•Bachelor’s degree in Business, Statistics, or related field.
•1–3yearsexperienceinsalesoperationsorfintechsupportroles.
•Strong Excel skills; CRM or dash board experience is an advantage.
•High attention to detail and data accuracy.
Skills Required
- Bachelor's degree in Business, Statistics, or related field
- 1-3 years experience in sales operations or fintech support roles
- Strong Excel skills
- CRM or dashboard experience
- High attention to detail and data accuracy
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The Company
What We Do
PalmPay is building the financial superapp for Africa
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