Sales Operations Manager (School Sales)

KooBits Learning Pte Ltd; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

KooBits Learning Pte Ltd in Kuala Lumpur seeks a data-driven Sales Operations Manager to own performance reporting, appointment tracking, and CRM data hygiene for the Institutional Sales team.

You will design dashboards, prepare executive packs, and streamline processes to improve visibility, efficiency, and deal progression. The role requires 4–7 years in sales ops or analytics and strong CRM/BI skills. A Bachelor’s degree and excellent communication are essential.

Qualifications

• 4–7 years of experience in Sales Operations, Business Management, or Commercial Analytics.
• Mastery of CRM platforms (Salesforce, HubSpot, Dynamics 365) with experience building reports and dashboards.
• Advanced proficiency in Microsoft Excel and Google Sheets.
• Strong experience with Business Intelligence tools (Power BI, Tableau, Looker).
• Solid understanding of institutional sales cycles and key account workflows.
• Excellent verbal and written communication, with the ability to synthesize data into executive summaries.

Responsibilities

• Design, build, and maintain automated dashboards and weekly/monthly/quarterly executive reports covering sales pipeline, opportunities, and KPIs.
• Prepare routine and ad-hoc performance packs for senior leadership and stakeholders.
• Analyze activity data to identify trends, bottlenecks, and growth opportunities.
• Oversee and standardize team-wide tracking of client meetings, pitches, and appointments.
• Implement structured logging to track outcomes and progression through the sales funnel.

Skills

CRM platforms

Excel/Sheets

BI tools

Data analytics

Sales analytics

Education

Bachelor's degree in Business Administration/Finance/Data Analytics

Tools

Salesforce

HubSpot

Dynamics 365

Job description

We are seeking a data-driven, highly organized Sales Operations Manager to lead performance reporting, appointment tracking, and operational rhythm for our Institutional Sales team. In this role, you will serve as the engine behind our sales workflow—ensuring data hygiene across our CRM, delivering executive-level management reporting, and establishing robust tracking systems for client meetings, business development appointments, and deal progression.

Key responsibilities

Design, build, and maintain automated dashboards and weekly/monthly/quarterly executive reports covering sales pipeline, converted opportunities, and key performance indicators (KPIs)

Prepare routine and ad-hoc performance packs for the Head of Institutional Sales, Executive Committee, and key stakeholders

Analyze activity data (client meetings, pitch conversion rates, follow-ups) to identify trends, bottlenecks, and growth opportunities

Oversee and standardize team-wide tracking of institutional client meetings, prospective client interactions, and pitch appointments

Implement structured logging mechanisms to track appointment outcomes, follow-up actions, and progression through the sales funnel

Audit and ensure data completeness and quality across all logged sales activities

Act as the primary administrator and SME for the team's CRM platform (e.g., Salesforce, HubSpot)

Streamline and enforce sales process compliance, data entry standards, and institutional account tagging

Implement tools and integrations that reduce administrative friction for sales reps while capturing maximum operational data

Lead the operational preparation for weekly sales team meetings, pipeline review sessions, and performance updates

About you

4–7 years of experience in Sales Operations, Business Management, or Commercial Analytics, preferably within Financial Services, Institutional Asset Management, Enterprise SaaS, or Corporate Banking

Mastery of CRM platforms (Salesforce, HubSpot, Dynamics 365, or specialized institutional CRMs) with experience building custom objects, reports, and dashboards

Advanced proficiency in Microsoft Excel / Google Sheets

Strong experience with Business Intelligence tools (Power BI, Tableau, Looker)

Solid understanding of institutional sales cycles, long-lead relationship building, and key account management workflows

Exceptional verbal and written communication skills with a demonstrated ability to synthesize complex data into executive summaries

Strong analytical mindset with strict attention to detail and data accuracy

Bachelor's degree in Business Administration, Finance, Data Analytics, or a related field

Experience integrating calendar/appointment scheduling software with CRM systems

Familiarity with sales enablement tools (e.g., Outreach, Salesloft, Gong) and financial databases (e.g., Bloomberg, PitchBook)