Sales Operations Specialist

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An innovative company is seeking a dedicated individual to enhance the onboarding experience for clients in the financial services sector. In this role, you will be the primary contact for prospects and customers, ensuring smooth transitions and compliance with policies. You will engage with new leads, maintain service level agreements, and collaborate with internal teams to streamline processes. This position offers the opportunity to work within a dynamic environment, contributing to the growth of a cutting-edge platform that is reshaping the digital banking landscape. If you thrive in a fast-paced setting and are passionate about customer service, this role is perfect for you.

Qualifications

• Experience in an administrative role within online payments or financial services.
• Strong Excel skills and attention to detail.

Responsibilities

• Serve as the primary contact for prospects and customers.
• Maintain Service Level Agreements (SLAs) for efficient customer service.
• Handle daily account maintenance and merchant onboarding.

Skills

Administrative experience in online payments

Customer service skills

Salesforce knowledge

Attention to detail

Excel proficiency

Revenue operations experience

Tools

Salesforce

Job description

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Who are we? OpenPayd 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. OpenPayd’s platform consolidates multiple services—accounts, FX, international and domestic payments, and Open Banking—into a single API, eliminating the need for multiple providers across markets. We are committed to offering fully compliant solutions worldwide, allowing your business 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 provide these services via a simple, flexible, and scalable platform.

How will you add to the OpenPayd journey?

1. Serve as the primary contact for prospects and customers, ensuring a smooth onboarding experience.
2. Track and report the status of all applications.
3. Understand compliance policies and act as a first point of customer prechecks.
4. Engage actively with new leads through follow-up communications based on specific needs.
5. Maintain Service Level Agreements (SLAs) to ensure efficient customer service.
6. Handle daily 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, and compliance teams.
9. Coordinate with internal finance teams to issue invoices for onboarding fees.

The ideal candidate will have the following:

• 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 numerical accuracy.
• Strong Excel skills.
• At least 1 year of experience in a revenue operations environment.
• Experience supporting sales and collaborating with stakeholders to influence decisions and improve processes.