Sales and Ops Manager (CH1297)

Capital H Staffing and Advisory Solutions; Stellenbosch; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Capital H Staffing and Advisory Solutions represents a fintech client seeking a commercially minded Sales & Operations Manager to drive B2B sales while coordinating operational processes that support the sales function. The role initially focuses on introducing a new financial wellness solution to existing corporate clients, working with Relationship Managers to convert introductions into successful sales.

It combines consultative selling, pipeline management and hands-on sales operations to

Qualifications

• Proven experience in B2B sales and closing deals.
• Experience in account management or sales operations is a plus.
• Experience engaging with HR, Payroll or Finance decision-makers would be beneficial.
• Strong presentation and communication skills.

Responsibilities

• Work with Relationship Managers to convert opportunities from initial introduction to closure.
• Present client business requirements and suitable fintech/employee benefits solutions.
• Negotiate commercial terms and manage objections.
• Prepare sales proposals and coordinate SLAs through to signature.
• Maintain a robust sales pipeline with regular follow-ups and target tracking.
• Coordinate handover of signed clients to implementation and operations teams.
• Prepare sales reports and support planning with cross-functional teams.
• Support partner relationships and opportunities across the product portfolio.

Skills

B2B sales

Consultative selling

Negotiation

Relationship management

Sales operations

CRM

Monday.com

Education

Sales, Business, Commerce or related field

Tools

CRM systems

Monday.com

Job description

Our client is an established and growing fintech company offering innovative financial wellness and employee benefit solutions to businesses and their employees.

They are seeking a commercially minded and well-organised Sales & Operations Manager to drive B2B sales while coordinating the operational processes that support the sales function.

The role will initially focus on introducing a new financial wellness solution to existing corporate clients. Working closely with Relationship Managers, the successful candidate will take responsibility for converting client introductions into successful sales.

This is a hands-on role combining consultative selling, client engagement, pipeline management and sales operations. It would suit someone who enjoys building relationships, closing deals and ensuring that the sales process runs efficiently from initial engagement through to implementation.

Key Responsibilities

• Work closely with Relationship Managers to convert sales opportunities within the existing corporate client base, managing the process from initial introduction through to successful closure.

• Conduct client meetings to understand business requirements and present suitable financial wellness and employee benefit solutions.

• Engage with HR, Payroll and Finance decision-makers, handling objections and negotiating commercial terms.

• Prepare sales proposals and coordinate service-level agreements through to signature.

• Manage and maintain an accurate sales pipeline, ensuring consistent follow-up and progress against agreed targets.

• Coordinate the handover of signed clients to implementation and operational teams.

• Maintain sales tracking systems, including Monday.com, and ensure accurate client and pipeline information.

• Prepare sales reports, monitor conversion rates and support sales planning.

• Support sales partner relationships and opportunities across the broader product portfolio.

• Collaborate with internal teams to ensure a coordinated and professional client experience.

Qualifications & Experience

• Proven experience in B2B sales, including consultative selling, negotiation and closing deals.

• Experience in account management, business development or sales operations.

• Strong client relationship management, presentation and communication skills.

• Experience managing sales pipelines and working with CRM or sales management systems.

• Experience with Monday.com would be advantageous.

• Ability to coordinate proposals, contracts and sales administration.

• Experience engaging with HR, Payroll or Finance decision-makers would be beneficial.

• Exposure to fintech, financial services, employee benefits or HR technology would be advantageous.

• A relevant qualification in Sales, Business, Commerce or a related field would be advantageous.

Key Competencies

• Commercially minded, proactive and results-driven.

• Confident communicator with strong presentation and negotiation skills.

• Ability to build relationships with business decision-makers.

• Well-organised, with strong attention to detail and follow-through.

• Comfortable balancing sales activities with operational responsibilities.

• Able to work independently and collaborate effectively across teams.

• Practical problem-solving skills and a hands-on approach.