Back to search

Sales Operations Manager - Financial Services

Makati Permanent Work from Home or Hybrid View Job Description
You will be responsible for driving the operational and strategic initiatives that enable their sales organization to achieve sustained growth. Your role will focus on streamlining processes, optimizing the use of sales technology, and ensuring compliance across all operations. You will provide critical insights through data analysis, enabling informed decision-making and enhancing the effectiveness of our sales teams.
  • Be an integral leader within the Sales team
  • Join a leading financial service company that provides data driven solutions

About Our Client

A leading credit bureau in the Philippines, the company specializes in providing data-driven solutions for both businesses and consumers.

Job Description

● Manage the development and execution of sales operations strategies to optimize processes, drive efficiency, and support sustainable growth.
● Oversee CRM administration, ensuring system integrity, effective usage, and seamless integration with third-party tools.
● Ensure compliance with local regulations and internal policies, maintaining data accuracy and managing risk across sales operations.
● Provide data-driven insights to support strategic decision-making, and deliver training and support to the sales team on tools and processes.
● Develop and monitor customer adoption plans, adjusting sales strategies and investments to ensure measurable results and alignment with organizational goals.
● Foster cross-functional collaboration by working closely with Marketing, BDD, Legal, Finance, Product, and Operations to pilot initiatives that enhance sales team productivity and impact.
● Perform other relevant functions that may be assigned by the Head of Sales Planning and Development

●Ensure compliance with the information security management system (ISMS) by protecting data, managing access, attending necessary training, and promptly reporting security incidents.

The Successful Applicant

● Proficient in leveraging management information tools such as MS Office, GSuite, Tableau, and Zoho Analytics to create visually compelling and insightful reports and presentations tailored to diverse stakeholders.

● Proficient in Salesforce administration and other CRM tools, with a strong understanding of system integrations, data management, and user support.

● Expertise in streamlining and improving sales processes, driving efficiency and effectiveness across the organization

● Skilled in establishing and enforcing standards and policies within the sales team, ensuring consistent adherence to processes and controls set by the Sales Operations function.

● Excellent written and verbal communication skills.

● Relevant experience working with Sales leadership in a Strategic and Operational function

● Strong analytical skills - ability to analyze data, derive key insights, diagnose business issues, and craft strategic projects

● Demonstrated success in managing a sales strategy and operations team

● Highly coachable with a strong work ethic.

● Strong analytical and problem-solving skills

What's on Offer

  • Hybrid work set up
  • Competitive compensation
  • Career growth
  • Learning & development opportunities
  • Opportunity to coordinate with key stakeholders
Contact
Monica Basco
Quote job ref
JN-012025-6637182
Phone number
+63 91 7700 6315

Job summary

Function
Banking & Financial Services
Sub Sector
Operations / Middle Office - Banking / Securities
What is your area of specialisation?
Financial Services
Location
Makati
Job Type
Permanent
Consultant name
Monica Basco
Consultant contact
+63 91 7700 6315
Job Reference
JN-012025-6637182
Work from Home
Work from Home or Hybrid

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.