Sales Ops Manager

Pismo is a techfin providing a cutting-edge processing platform for card issuing, digital accounts, wallets, merchant management, and other next-gen payment solutions. We currently process millions of accounts for fintechs and large banks worldwide, from Latam and expanding into European and Asian markets, who launch next generation products using Pismo’s resilient and innovative infrastructure.Pismo’s growing list of innovative offerings include:

• Card Issuing: A fully featured platform for Visa, Mastercard, or private level issuing of credit and prepaid cards. Pismo’s platform allows its customers to control everything from client acquisition to account management.
• Digital Banking & Wallets: Pismo provides a transaction banking core for modern digital banking experiences, from easy client acquisition to enriched cash-in / cash-out operations and internal transfers / P2P transactions.
• Seller Management: From the onboarding to the daily management of each seller, Pismo’s platform runs a workflow process with pertinent settlement and commercial parameters for each transaction, such as MDR, clearing rules, settlement requirements, and days to pay.

Summary

As a Sales Operations Manager at Pismo, you will be instrumental in building and scaling our sales operations function. This hands-on role will focus on supporting our sales leaders and teams through operational execution and improvement of sales processes, systems and data to drive growth and efficiency.

What you'll do

• Develop and implement efficient sales processes and workflows
• Manage our Sales CRM data to ensure data accuracy and effective usage
• Lead a weekly, monthly, and quarterly operating cadence for sales regions with forecast reviews, pipeline analysis, and operational enhancements, etc.
• Drive operational excellence through best practice sharing and process adoption across the sales organization
• Operate as an agent of change, driving timely and effective communication to all cross-functional stakeholders
• Create and maintain sales dashboards and reports
• Provide tools, resources, and training to support and enable the sales team
• Monitor and report on key sales metrics and performance indicators
• Develop and maintain documentation for sales processes and policies
• Ensure alignment between sales and other departments - e.g. Finance
• Conduct regular audits of sales data to ensure integrity and accuracy
• Support the sales team throughout the end-to-end commercial process
• Assist in streamlining the sales cycle and improving sales efficiency
• Provide insights based on data analysis to guide sales strategies

Minimum Qualifications

• Proven experience in sales operations; technology, Fintech, or B2B SaaS is helpful
• Proficiency in Sales CRM tools; bonus points for MS Dynamics
• Exceptional skills in sales analytics or other data tools such as Excel, Tableau, PowerBI
• Excellent communication and collaboration skills
• Detail-oriented with strong organizational skills
• Strong analytical skills with the ability to interpret data and provide actionable insights
• Ability to thrive in a fast-paced, dynamic environment
• Strong problem-solving skills and a proactive approach
• Ability to manage multiple tasks and priorities effectively
• Experience with sales forecasting and planning methodologies
• Experience in proposal generation and contract management
• Strong documentation and process management skills

--

Pismo is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Pismo does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age or any other basis protected by applicable laws or prohibited by company policy. Pismo also strives for a healthy and safe workplace and strictly prohibits harassment of any kind.