Sales Operations Specialist Full Time NEW

About Us:

DirectFN is a leading Capital Market Industry (CMI) Financial Technology software and Content provider, company (now owned by Saudi Tadawul Group / WAMID) specializes in providing brokerage, asset, and custody management solutions, along with market information screens – as productized services. Our innovative products, services, and solutions empower both financial institutions and individuals to optimize their operations and enhance client satisfaction

Job Summary

As a Sales Operations Specialist at DirectFN, you will play a critical role in enabling the sales organization to operate efficiently and effectively. You will be responsible for optimizing sales processes, managing CRM systems, analyzing sales data, and providing actionable insights that drive revenue growth. Working cross-functionally with Sales, Marketing, Finance, and Product teams, you will ensure that the sales team has the tools, data, and processes needed to achieve and exceed their targets.

Key Responsibilities

1.      Sales Process Optimization

•         Design, implement, and continuously improve sales processes to enhance team efficiency and reduce friction in the sales cycle.

•         Identify bottlenecks in the sales pipeline and recommend solutions to streamline workflows and improve conversion rates.

2.      CRM Management

•         Own and maintain the CRM system (e.g., Salesforce), ensuring data integrity, proper usage, and adoption across the sales team.

•         Develop and manage CRM dashboards, reports, and workflows to provide real-time visibility into sales performance.

3.      Sales Analytics & Reporting

•         Analyze sales data to identify trends, forecast revenue, and provide insights to sales leadership for strategic decision-making.

•         Prepare regular sales performance reports, pipeline reviews, and KPI dashboards for stakeholders at all levels.

4.      Territory & Quota Management

•         Support the design and administration of territory assignments and sales quota planning in alignment with business objectives.

•         Track quota attainment and flag risks or opportunities to sales leadership on a timely basis.

5.      Sales Enablement

•         Collaborate with marketing and product teams to develop and maintain sales collateral, playbooks, and training materials.

•         Onboard new sales team members by providing training on tools, processes, and reporting systems.

6.      Compensation & Incentive Tracking

•         Administer and track sales incentive compensation plans, ensuring accuracy and timely communication to the sales team.

•         Work with Finance to reconcile commissions and resolve discrepancies in a timely manner.

7.      Cross-Functional Collaboration

•         Act as a liaison between the sales team and other departments including Marketing, Finance, and Product to ensure alignment on goals and processes.

•         Participate in strategic planning initiatives and contribute operational insights to improve overall business performance.

Qualifications & Requirements

•         Education: Bachelor’s degree in Business Administration, Finance, or a related field preferred.

•         Experience: 3+ years of experience in sales operations, business operations, or a related analytical role, preferably in the fintech or SaaS industry.

•         Analytical Skills: Strong ability to analyze complex data sets, identify patterns, and translate findings into clear, actionable recommendations.

•         CRM Proficiency: Hands-on experience with CRM platforms (Salesforce preferred) including administration, reporting, and workflow automation.

•         Communication Skills: Excellent verbal and written communication skills with the ability to present data and insights clearly to both technical and non-technical audiences.

•         Attention to Detail: High level of accuracy in data management, reporting, and process documentation.

Preferred Skills

•         Industry Experience: Prior exposure to financial technology, capital markets, or enterprise software sales environments.

•         Technical Proficiency: Familiarity with BI and reporting tools such as Tableau, Power BI, or similar platforms.

•         Project Management: Experience managing cross-functional projects and driving process improvement initiatives from concept to completion.

Core Competencies

•         Analytical Thinking: Ability to synthesize large volumes of data into strategic insights that drive business outcomes.

•         Process Orientation: Demonstrated capability to design, document, and continuously improve operational processes.

•         Stakeholder Management: Skilled at building relationships and working effectively with internal teams and senior stakeholders.

Key Result Areas (KRAs)

•         Pipeline Accuracy: Maintain high data integrity in the CRM, ensuring the sales pipeline is current and reflective of ground reality.

•         Reporting Timeliness: Deliver accurate and timely sales performance reports and dashboards to support leadership decision-making.

•         Process Efficiency: Achieve measurable improvements in sales cycle efficiency through process optimization and automation initiatives.

•         CRM Adoption: Drive consistent and effective use of CRM tools across the sales team to maximize visibility and data quality.

•         Cross-Functional Collaboration: Contribute positively to cross-departmental initiatives, enhancing alignment between sales and supporting functions.