Business Strategy & Operations Associate

SHOPLINE; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

SHOPLINE is seeking a results-driven Sales Operations professional in Hong Kong to act as the operational backbone for cross-functional teams, including Sales, Marketing, and Merchant Success. The role focuses on data-driven execution, CRM hygiene, and process compliance, with a background in finance or consulting and SaaS-scale operations.

The ideal candidate will manage data for commissions, support incentive design, maintain dashboards, and drive end-to-end Lead-to-Revenue processes with

Qualifications

• Bachelor's degree or equivalent in finance, consulting, or business analytics preferred.
• Minimum of 3 years of hands-on, independent execution experience in Sales Operations, Revenue Operations, or related analytic role, preferably in SaaS.
• Strong proficiency in CRM administration (Salesforce preferred) and advanced data analysis/visualization tools.
• Interest in leveraging AI analytics tools and automation to drive efficiency.
• Excellent communication and cross-functional teamwork skills; detail-oriented with proactive problem-solving mindset.
• Proficiency in project management and data analysis tools.
• Familiarity with Lead-to-MQL-to-SQL-to-Close-Win process.
• Essential financial and budget management experience.

Responsibilities

• Spearhead end-to-end data preparation for commission settlements, performance tracking, and partner evaluation.
• Collaborate with Senior Management & Team Leaders to manage the budget and monitor execution.
• Assist in financial modeling and data analysis to support incentive schemes, OKRs, and ROI strategies.
• Maintain and optimize dashboards to track trends and team KPIs.
• Ensure end-to-end sales process (Lead-to-Revenue) operates smoothly and align cross-functionally.
• Execute monthly system reconciliations (Salesforce vs internal platforms) and resolve data issues.
• Maintain and update SOPs and support daily sales process bottlenecks.
• Administer routine Salesforce operations, including user access and system configuration.
• Drive CRM data hygiene through pipeline reviews, lifecycle management, and data archiving.
• Create visual reports and presentations for leadership.

Skills

CRM administration and data analysis

Cross-functional teamwork

Project management

Proactive problem solving

Business analytics

Communication

AI tools interest

Education

Bachelor's degree or equivalent in finance/consulting/business analytics

Tools

Salesforce

Data visualization tools

Job description

You will play a critical role in SHOPLINE's operations in the Hong Kong market, acting as the operational backbone for our cross-functional teams (Sales, Marketing, Merchant Success, etc). This is a highly hands-on, execution-focused role designed for a self-starter who can independently manage sales performance data, ensure process compliance, and maintain CRM hygiene. The ideal candidate brings a background in finance or consulting, deep knowledge of SaaS sales operations (Lead-to-Close-Win), and the proven ability to drive operational rigor with minimal supervision.

Key Responsibilities:

• Spearhead the end-to-end data preparation required for periodic commission settlements, performance tracking, and partner evaluation
• Collaborate with Senior Management & Team Leaders to manage the budget, monitor execution, and ensure efficient resource allocation.
• Assist in foundational financial modeling and data analysis to support the design of sales incentive schemes, OKRs, and ROI strategies.
• Maintain and optimize foundational business dashboards to track trends and team KPIs in a timely manner.
• Sales Process Management & Operational Compliance
• Ensure the smooth operation of the end-to-end sales process (Lead-to-Revenue), serving as the primary operational liaison for cross-functional alignment.
• Execute monthly system reconciliations (Salesforce vs. internal platforms) and proactively resolve data anomalies or compliance exceptions.
• Maintain and update Standard Operating Procedures (SOPs), providing hands-on support to resolve bottlenecks within the daily sales process.
• CRM Administration & Reporting
• Administer routine Salesforce operations, including user access management, system configuration, and data accuracy.
• Drive CRM data hygiene through regular pipeline reviews, lead lifecycle management (MQL to SQL), and data archiving.
• Create visual reports and presentation materials to accurately convey operational metrics to company leadership.

Required Skills and Qualifications:

• Bachelor's degree or equivalent, with a background in finance, consulting, or business analytics is preferred.
• Minimum of 3 years of hands-on, independent execution experience in Sales Operations, Revenue Operations, or a related analytical role, preferably within a SaaS company.
• Strong proficiency in CRM administration (Salesforce preferred) and advanced data analysis/visualization tools.
• A strong, demonstrated interest in exploring and leveraging AI analytical tools and automation to drive operational efficiency.
• Excellent communication and cross-functional teamwork skills; highly detail-oriented with a proactive problem-solving mindset.
• Proficiency in project management and data analysis tools.
• Familiarity with the lead-to-MQL-to-SQL-to-Close-Win process.
• Essential financial and budget management experience.