CredPal is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals. Our mission is to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.

Job Title: Sales Operations & Performance Lead

Job Type: Full Time/Hybrid

Level: Mid-Level

Purpose Statement

We Are Seeking a highly analytical and detail-oriented Sales Operations & Performance Lead to monitor, analyze, and optimize operational processes to enhance efficiency, productivity, and overall performance. This role involves leveraging data-driven insights to drive continuous improvement and ensure alignment with business objectives.

Responsibilities

• 
  Drive compliance with
  call quality, conversation standards, and conversion targets
  .

• 
  Conduct
  quality assurance and control
  across customer engagement and CRM processes.

• 
  Lead initiatives to
  improve customer retention
  , ensuring existing clients remain satisfied with products and services.

• 
  Develop sales scripts and ensure compliance to drive conversions and effectively address objections.

• 
  Analyze
  operational data and performance metrics
  to identify trends, inefficiencies, and opportunities for process improvement.

• 
  Provide actionable insights through reports and dashboards to support
  data-driven decision-making
  .

• 
  Collaborate with cross-functional teams to enhance
  service delivery, customer experience, and utilization
  of products.

• 
  Implement
  technology-based process improvements
  to enhance efficiency and output.

• 
  Support
  risk management efforts
  by identifying potential operational risks and recommending mitigation strategies.

• 
  Conduct
  root cause analyses
  of performance bottlenecks and propose solutions.

• 
  Monitor workflow processes to ensure operational efficiency and compliance with policies.

• 
  Foster innovation and creativity in strategy implementation for higher efficiency and performance.

• 
  Continually track and report on
  daily, weekly, and monthly performance KPIs
  related to calls, sales, and utilization.

Requirements

• 
  3+ years
  of experience in sales analytics, business intelligence, or a related role.

• 
  Strong proficiency in
  Excel, Power BI, Zoho
  CRM, Salesforce, and SQL
  for data analysis and reporting.

• 
  Experience in
  sales pipeline management, forecasting, and performance tracking.

• 
  Ability to analyze complex sales data and provide actionable insights to improve revenue growth.

• 
  Strong understanding of
  KPI monitoring and sales conversion optimization.

• 
  Experience with automation and analytics to enhance sales processes.

• 
  Excellent problem-solving skills and ability to identify process bottlenecks.

• 
  Strong collaboration skills to work effectively with sales, marketing, and leadership teams.

• 
  Exceptional communication skills for presenting findings and recommendations to stakeholders.

Benefits

• 
  Competitive salary and performance-based bonuses

• 
  Professional development and growth opportunities.

• 
  A dynamic and innovative work environment.

• 
  Hybrid work options for flexibility and work-life balance.