Optasia is a fully enabled B2B2X financial technology platform covering scoring, financial decisioning, disbursement and collection. We are committed to enabling financial inclusion for all. We are changing the world our way.
We are seeking enthusiastic professionals, with energy, who are result driven and have can-do attitude, who want to be part of a team of likeminded individuals who deliver solutions in an innovative and exciting environment.
The Sales Operations Director will lead the design, execution, and continuous improvement of our global sales operations. This role is central to ensuring the effectiveness of our commercial engine, from forecasting and pipeline governance to incentive schemes, business intelligence reporting, and sales enablement.
The ideal candidate will bring extensive experience in sales operations, forecasting, CRM management, business intelligence (BI) reporting, and cross-functional alignment. This role requires strong analytical capability, commercial acumen, and leadership presence to partner with senior executives and drive operational excellence across markets.
What you will do
Sales Operations Leadership
- Lead and manage the global Sales Operations function, ensuring alignment with Optasia’s strategic objectives and revenue goals.
- Drive robust forecasting processes at both strategic and tactical levels:
- Quarterly Sales Forecasts: Develop, consolidate, and present quarterly forecasts with high accuracy, including revenue, margin, and distributed value by market and segment.
- Weekly Outlooks: Maintain rolling weekly outlooks and pipeline reviews to ensure short-term visibility, identify risks early, and align corrective actions with regional and group leadership.
- Ensure forecast-to-actual variance analysis is performed, highlighting trends, risks, and opportunities to improve accuracy over time.
- Own the sales incentive scheme (SIP), including design, administration, performance tracking, and alignment with corporate strategy.
- Prepare and monitor Sales Plans in line with corporate vision, market opportunities, and revenue targets.
- Establish and oversee sales governance frameworks, including Business Intelligence & Operations (BIO) reporting (standardized reporting on pipeline, revenue, margin, and sales productivity for leadership and board review), deal approval processes, and executive-level dashboards.
Performance Analytics & Reporting
- Develop and deliver regular reporting for senior leadership on sales performance, revenue drivers, and margin tracking.
- Own and manage the Business Intelligence & Operations (BIO) reporting pack (providing consolidated, standardized views of pipeline, sales performance, and productivity metrics) to ensure transparency and accountability across the business.
- Provide actionable insights through business intelligence tools (PowerBI, Tableau, etc.) to drive data-driven decision making.
- Monitor sales productivity metrics, pipeline health, and conversion ratios; identify risks and recommend corrective actions.
- Build automated dashboards and performance scorecards for leadership and board-level reporting.
Process Optimization & Enablement
- Standardize and continuously improve global sales processes, ensuring efficiency and scalability across geographies.
- Drive adoption and optimization of CRM systems (Salesforce, Zoho, etc.) to enhance accuracy, transparency, and return on investment.
- Conduct regular sales reviews, performance deep-dives, and business health checks; define KPIs and hold teams accountable.
- Develop and roll out sales playbooks, account planning templates, and enablement resources to professionalize the commercial function.
Cross-Functional Collaboration
- Partner with Finance to align forecasting, incentives, and reporting with financial objectives.
- Work with Marketing to ensure commercial campaigns and lead generation efforts feed into accurate pipeline management.
- Collaborate with Product & Technology to provide input on go-to-market strategy, customer requirements, and product adoption.
- Support Executive Leadership in preparation of board materials, investor communications, and IPO readiness workstreams.
Team Leadership & Development
- Build, lead, and mentor a high-performing Sales Operations team across multiple geographies.
- Foster a culture of accountability, analytical rigor, and continuous improvement within the commercial organization.
- Train and support sales teams on CRM tools, forecasting processes, and analytics platforms to enhance adoption and effectiveness.
What you will bring
- Bachelor’s degree in Business, Finance, Economics, or related field. MBA or advanced degree preferred.
- Minimum 10 years in sales operations, commercial excellence, or related roles, with demonstrable experience in sales forecasting (quarterly and weekly outlooks), incentive design, and CRM management. Prior exposure to fintech, telco, or emerging markets is highly advantageous.
- Expertise in CRM systems (Salesforce, Zoho, or equivalent).
- Strong command of analytics and BI tools (PowerBI, Tableau, SQL a plus).
- Proven track record in managing quarterly forecasts, rolling weekly outlooks, and forecast-to-actual variance analysis.
- Experience designing and managing sales incentive programs (SIP).
Your key attributes
- Strong financial and commercial acumen, with experience presenting to executive and board-level stakeholders.
- Exceptional communication, stakeholder management, and cross-functional leadership skills.
- Ability to thrive in fast-paced, international, and entrepreneurial environments.
What we offer:
💸 Competitive remuneration package
🏝 Extra day off on your birthday
💰 Performance-based bonus scheme
👩🏽⚕️ Comprehensive private healthcare insurance
📲 💻 All the tech gear you need to work smart
Optasia’s Perks:
🎌 Be a part of a multicultural working environment
🎯 Meet a very unique and promising business and industry
🌌 🌠 Gain insights for tomorrow market’s foreground
🎓 A solid career path within our working family is ready for you
📚 Continuous training and access to online training platforms
🥳 CSR activities and festive events within any possible occasion
Optasia’s Values 🌟
#1 Drive to Thrive: Fully dedicated to evolving. We welcome all challenges and learning opportunities.
#2 Customer-First Mindset: We go above and beyond to meet our partners’ and clients’ expectations.
#3 Bridge the Gap: Knowledge is shared, information is exchanged and every opinion counts.
#4 Go-Getter Spirit: We are results oriented. We identify any shortcomings that hold us back and step up to do what’s needed.
#5 Together we will do it: We are committed to supporting one another and to understanding and respecting different perspectives, as we aim to reach our common goals.
