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
- Strong analytical, problem-solving, and decision-making skills
- Excellent communication, interpersonal, and leadership abilities
- Customer-first mindset with strong follow-up and resolution skills
- Highly organized, proactive, and adaptable to startup/fintech environments
