Sales Operations & Performance Lead

Job Description

CredPal is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals. Our mission is to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.

Job Title : Sales Operations & Performance Lead

Job Type : Full Time / Hybrid

Level : Mid-Level

Purpose Statement

We Are Seeking a highly analytical and detail-oriented Sales Operations & Performance Lead to monitor, analyze, and optimize operational processes to enhance efficiency, productivity, and overall performance. This role involves leveraging data-driven insights to drive continuous improvement and ensure alignment with business objectives.

Responsibilities

Drive compliance with call quality, conversation standards, and conversion targets .

Conduct quality assurance and control across customer engagement and CRM processes.

Lead initiatives to improve customer retention , ensuring existing clients remain satisfied with products and services.

Develop sales scripts and ensure compliance to drive conversions and effectively address objections.

Analyze operational data and performance metrics to identify trends, inefficiencies, and opportunities for process improvement.

Provide actionable insights through reports and dashboards to support data-driven decision-making .

Collaborate with cross-functional teams to enhance service delivery, customer experience, and utilization of products.

Implement technology-based process improvements to enhance efficiency and output.

Support risk management efforts by identifying potential operational risks and recommending mitigation strategies.

Conduct root cause analyses of performance bottlenecks and propose solutions.

Monitor workflow processes to ensure operational efficiency and compliance with policies.

Foster innovation and creativity in strategy implementation for higher efficiency and performance.

Continually track and report on daily, weekly, and monthly performance KPIs related to calls, sales, and utilization.

Requirements

3+ years of experience in sales analytics, business intelligence, or a related role.

Strong proficiency in Excel, Power BI, Zoho CRM, Salesforce, and SQL for data analysis and reporting.

Experience in sales pipeline management, forecasting, and performance tracking.

Ability to analyze complex sales data and provide actionable insights to improve revenue growth.

Strong understanding of KPI monitoring and sales conversion optimization.

Experience with automation and analytics to enhance sales processes.

Excellent problem-solving skills and ability to identify process bottlenecks.

Strong collaboration skills to work effectively with sales, marketing, and leadership teams.

Exceptional communication skills for presenting findings and recommendations to stakeholders.

Benefits

Competitive salary and performance-based bonuses

Professional development and growth opportunities.

A dynamic and innovative work environment.

Hybrid work options for flexibility and work-life balance.

Requirements

3+ years of experience in sales analytics, business intelligence, or a related role. Strong proficiency in Excel, Power BI, Zoho CRM, Salesforce, and SQL for data analysis and reporting. Experience in sales pipeline management, forecasting, and performance tracking. Ability to analyze complex sales data and provide actionable insights to improve revenue growth. Strong understanding of KPI monitoring and sales conversion optimization. Experience with automation and analytics to enhance sales processes. Excellent problem-solving skills and ability to identify process bottlenecks. Strong collaboration skills to work effectively with sales, marketing, and leadership teams. Exceptional communication skills for presenting findings and recommendations to stakeholders.