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Activation and Sales Ops Manager

Job Overview

The Activation and Sales Ops Manager will be responsible for driving customers onboarding, activation, and operational excellence. This role leads and motivates a high-performing Sales Activation team, sets and monitors KPIs, and ensures the achievement of daily, weekly, and monthly activation targets.

Job Responsibilities

Analyze and identify gaps within KYC and LMS systems related to customer onboarding and activation processes as well as replacements.
Coordinate card processors for card issuance requests, packaging, and logistics management
Liaise with third-party service providers to modify, enhance, and develop customer and card-related workflows.
Adhere to Card Operations policies by applying all regulatory-mandated restrictions and requirements to mitigate operational and compliance risks.
Lead, coach, and motivate the Sales Activation team to achieve daily, weekly, and monthly activation targets.
Set clear KPIs for individuals and the team, monitor performance in real-time, and provide actionable feedback.
Conduct training, refresher sessions, and skill-building programs for Supervisors to enhance product knowledge, onboarding, and objection handling.
Support employee engagement, career development, and team retention initiatives.
Manage and maintain accurate sales pipelines, lead data, and CRM systems
Track activations, conversions, and onboarding performance; identify bottlenecks and optimize workflows.
Prepare reports, dashboards, and analysis on team performance, activations, and operational efficiency.
Oversee end-to-end customer onboarding and activation, ensuring accuracy, compliance, and timely account setup.
Ensure proper KYC, AML, and fraud prevention procedures are followed.
Support escalations related to failed onboarding, technical issues, or high-risk cases.
Coordinate visits and field activations to ensure seamless customer experiences.
Supervise Sales Activation team at booths, pickup points, branches, and merchant locations.
Ensure compliance with branding, hygiene, operational standards, and company policies.
Provide on-site support for high-impact campaigns, merchant activations, product launches, and special programs
Monitor field operations, shipping, and processing of customer applications to ensure accuracy and timeliness.
Identify inefficiencies in sales operations, activation workflows, and onboarding processes; propose and implement improvements.
Support automation initiatives, SOP updates, and operational documentation.
Contribute operational insights to enhance the activation funnel, customer acquisition, and overall efficiency.
Work closely with Product, Marketing, Operations, Finance, Tech, Risk, and Compliance teams to resolve onboarding and activation issues.
Align lead quality, campaigns, and field activation strategies with Marketing and other stakeholders.
Provide feedback on products, onboarding processes, and customer pain points for continuous improvement.
Ensure 100% adherence to KYC/AML, fraud prevention, and data security standards.
Conduct audits of activations and applications to minimize errors and fraud cases.
Maintain high-quality standards for documentation, data entry, and customer handling.
Address customer inquiries, walk-ins, and technical issues related to applications or sales tools.
Ensure proactive follow-ups to resolve onboarding and activation issues completely.
Maintain a user-first approach to provide a seamless onboarding and activation experience.

Job Responsibilities

7 years in sales operations, customer activation, or fintech operations roles or Banking field as well
At least 2–3 years in a managerial or supervisory capacity leading a team.
Prior experience in fintech, startups, or high-volume sales environments is highly desirable.
Bachelor’s degree in business administration, Finance, Marketing, Management, or a related field.
Certifications in CRM management, sales operations, or project management are advantageous.

Skills & Competencies