Sales Operations Manager- Fintech

We are seeking a dynamic and results-driven Sales Operations Manager to join ChargeUp. The ideal candidate will be responsible for Optimizing ChargeUp sales processes and ensures the sales teams runs efficiently and productively. SOM will be responsible for understanding clients’ financial needs, SOM will play a key role in driving revenue growth, ensuring customer satisfaction, and expanding our client base.

Key Responsibilities:

1-Sales Analytics & Performance Reporting

Track and analyze key sales KPIs (conversion rates, pipeline velocity, quota attainment, etc.).

Provide data-driven insights to optimize sales strategies and improve rep productivity.

Create dashboards and reports in HubSpot, Salesforce, or other CRM tools.

2- Pipeline & CRM Management

Own the sales funnel from lead generation to close, ensuring clean and accurate data.

Monitor pipeline health, flagging risks and opportunities for leadership.

Automate and optimize CRM workflows for efficiency.

3- Sales & Cross-Functional Collaboration

Be the interface between Sales, Product, Marketing, and Customer Success.

Work with Marketing to ensure Marketing Qualified Leads (MQLs) are effectively handed off to Sales.

Collaborate with Product on customer feedback, feature requests, and roadmap alignment.

Align with Customer Success on renewals, upselling, and customer retention strategies.

4- Sales Process Optimization & Enablement

Design and refine sales playbooks, workflows, and best practices.

Support new sales rep onboarding and training with structured processes.

Identify bottlenecks in the sales cycle and implement solutions.

Prepare and present regular reports on account status, sales performance, and market trends.

5- Forecasting & Revenue Planning

Assist the Chief Growth Officer in sales forecasting and quota setting.

Provide leadership with insights into sales trends and pipeline health.

Ensure accurate revenue tracking and reporting.

Qualifications:

Bachelor’s degree in business, related field.

Proven experience as a SOM or similar role in the fintech or financial services industry.

Understanding of fintech products, services, and market dynamics.

Excellent communication, negotiation, and analytical skills.

Demonstrated ability to build and maintain a team.

Results-oriented with a track record of meeting or exceeding sales targets.

Proficiency in CRM software and Microsoft Office Suite.

Ability to work independently and as part of a team in a fast-paced environment.

Startup Mindset, Comfortable working in a fast-paced, high-growth environment with ambiguity.

Preferred Qualifications:

Master’s degree in a related field.

Experience with digital banking, Fintech Products and challenges , payment solutions, or Fintech.

Benefits:

Competitive salary and performance-based incentives.

Health insurance.

Opportunities for professional development and career advancement.

Job Type: Full-time

Pay: Rs200,000.00 - Rs250,000.00 per month

Work Location: In person