Sales Operations Catalyst

Boardroom Appointments; Sandton; On-site; ZAR 250,000 - 360,000; Full time

Job summary

Boardroom Appointments is seeking a Sales Operations Coordinator in South Africa to streamline sales fulfilment across inbound and partner channels. You will ensure leads are managed, loaded into CRM where needed, and allocated to sales executives while monitoring capacity.

The role requires 2-5 years in sales operations and administrative experience, with Salesforce or similar CRM experience. Strong coordination with Partnership Managers and cross-functional teams is essential for success.

Qualifications

• Matric and degree or related in business management or commerce.
• 2-5 years in a Sales Operations role.
• 2-5 years of administrative experience.
• Salesforce or similar CRM experience.

Responsibilities

• Manage Sales Fulfilment for all inbound and partnership channels.
• Ensure all incoming leads are optimally managed.
• Load leads into the CRM system if not automated.
• Allocate leads to sales executives and manage capacity.
• Track progress on leads loaded and escal‍ate leads neglected.
• Bring in Partnership Managers into deals which will benefit from support.
• Channel Management support and stakeholder feedback.
• Partner affiliate code creation and maintenance.
• Lead form upgrades and quality assurance.
• Weekly feedback on lead quality, leads volume received, conversions, issues faced, and resolution from fulfillment on leads and conversions, and deep dive into applications which made it to credit, and where we lost, and why.
• Monthly feedback on channel performance and sales performance.
• Managing sales initiatives and campaigns for outbound channels.
• Ensure collateral and campaigns are delivered as briefed in by Head Sales Fulfilment and Outbound.
• Identify old applications that were previously unsuccessful, investigate, and allocate to the respective salesperson, if feasible.
• Referral program management.
• Track SE lead provider activity.
• Support the coordination of events and walk-in activities.
• Send offers, generate contracts, sign contracts.
• Check in on collections and ensure all funded deals are collecting as expected.
• Trouble shoot, elevate on sales operational issues.

Skills

Sales Operations

CRM

Lead management

Campaign coordination

Stakeholder management

Education

Matric (Grade 12)

Degree in Business Management / Commerce

Tools

Salesforce

Job description

Boardroom Appointments is seeking a Sales Operations Coordinator in South Africa to streamline sales fulfilment across inbound and partner channels. You will ensure leads are managed, loaded into CRM where needed, and allocated to sales executives while monitoring capacity.

The role requires 2-5 years in sales operations and administrative experience, with Salesforce or similar CRM experience. Strong coordination with Partnership Managers and cross-functional teams is essential for success.