Sales Operations Specialist

OpenPayd; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global payments and banking-as-a-service platform is looking for an Account Manager. This role involves serving as the primary contact for customer onboarding, ensuring compliance, and supporting sales initiatives to maximize efficiency. The ideal candidate will possess strong numerical skills and experience in online payments.

Qualifications

• Previous experience in an administrative role in online payments or financial services.
• At least 1 year of experience in a revenue operations environment.
• Proficiency in Salesforce or similar CRM systems.

Responsibilities

• Serve as the main point of contact for customer onboarding.
• Ensure adherence to Service Level Agreements (SLAs).
• Handle day-to-day account maintenance in Salesforce.

Skills

Attention to detail

Numerical skills

Customer engagement

Tools

Salesforce

Excel

Job description

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Who are we? OpenPaydis is a leading global payments and banking-as-a-service platform for the digital economy. Through its API-driven technology, businesses can embed financial services into their products and create seamless user experiences to drive growth. OpenPaydis’s platform consolidates multiple services—such as accounts, FX, international and domestic payments, and Open Banking—into a single API, eliminating the need to contract with multiple providers across different markets. We are committed to providing fully compliant solutions worldwide, allowing businesses to focus on growth.

Our Mission

Our mission is to ‘Open up banking and payments for businesses globally through a modular platform’. We believe all businesses, regardless of size or industry, should leverage the best payment and banking services. We aim to deliver these services through a simple, flexible, and scalable platform.

How will you add to the OpenPayd journey?

1. Serve as the main point of contact between prospects and customers, ensuring a smooth onboarding experience.
2. Track and report on the status of all applications.
3. Understand compliance policies and act as a first point for customer prechecks.
4. Maintain active engagement with new leads through follow-up communications based on specific requirements.
5. Ensure adherence to Service Level Agreements (SLAs) to maximize efficiency.
6. Handle day-to-day account maintenance and merchant onboarding in Salesforce and onboarding systems.
7. Create prospect accounts in the back office—banking providers, users, and fees—aligned with client requirements.
8. Participate in high-level discussions with external stakeholders, customer success teams, and compliance teams.
9. Coordinate with internal finance teams to issue invoices for onboarding fees.

The ideal candidate will have the following:

• Previous experience in an administrative role within online payments or financial services (e-wallets, banking, online processing).
• Experience as a first point of contact with customers.
• Knowledge of Salesforce or similar CRM systems.
• Attention to detail and strong numerical skills.
• Proficiency in Excel.
• At least 1 year of experience in a revenue operations environment.
• Experience supporting sales and collaborating with stakeholders to influence decisions and drive improvements.

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