Sales Operations Lead

This is a fully remote position, open to applicants in Portugal.

📋 Description

• Ensure the effective and dependable execution of operational and financial procedures related to Life MBA sales.

• Enhance cash flow and safeguard Seekers’ revenue by managing amortization schedules, collections, and refunds.

• Oversee installment payment plans, detect payment defaults, and reach out to students to resolve outstanding balances.

• Develop and refine payment follow-up procedures.

• Handle refund requests from start to finish, reviewing contractual terms, internal policies, and relevant legislation.

• Identify genuine revenue-retention prospects and offer alternatives to students.

• Validate sales activities and ensure data accuracy across CRM, payment, invoicing, automation, and reporting systems.

• Correct discrepancies and errors in the systems and assist with revenue forecast updates.

• Confirm the monthly commission calculations for the Sales and Booking teams.

• Maintain the operational relationship with payment and financing providers.

• Organize documentation for DGERT certification procedures.

• Keep templates, support materials, and administrative processes current.

• Track KPIs and generate reports on amortization, collections, refunds, and operational quality.

• Explore automation possibilities, implement enhancements, and foresee operational and financial risks.

• Engage in daily, weekly, and monthly meetings with the General Manager.

⛳️ Requirements

• Proficient in Excel / Google Sheets, including formulas, data cross-referencing and validation, control dashboards, and reporting.

• Previous experience with CRMs, preferably Pipedrive.

• Comfortable utilizing payment, invoicing, and Business Intelligence platforms.

• Capable of managing multiple processes at once, prioritizing effectively, and meeting deadlines.

• Skilled in identifying errors and inconsistencies in financial and commercial data.

• Ability to investigate root causes and independently implement sustainable solutions.

• Clear, empathetic, and assertive communication skills when dealing with payments, collections, and refunds.

• Competent in monitoring metrics, recognizing deviations, and presenting decision-oriented information.

• DISC: C > 25%; S > 15%.

• Familiarity with and experience using Notion, Slack, WhatsApp, Google Meet, Pipedrive, Google Sheets / Excel, Power BI, Stripe, InvoiceXpress, and Uscreen.

🏝️ Benefits

• Comprehensive training and professional development opportunities.

• Flexible working hours and remote work options.

• Collaborative and innovative work environment.

• Competitive compensation and performance-based bonuses.

• Health and wellness benefits.