Warehouse Operations Supervisor overseeing daily operations and team management for logistics company. Ensuring efficient warehouse functions while maintaining team performance and customer service standards.
About the role
- Sales Operations & Account Support Manager ensuring operational excellence and strong partnerships at FintechOS. This role bridges sales operations with client engagement while driving account growth.
Responsibilities
- Act as a key stakeholder in supporting the Sales team.
- Manage relationships with partners to ensure alignment and mutual success across joint accounts.
- Contribute to business development and account growth initiatives.
- Support client-facing activities and maintain strong, trusted relationships.
- Handle Purchase Orders (POs) with 3rd parties when needed, managing communication on behalf of operational clients.
- Manage monthly and quarterly reconciliations and reporting of 3rd-party consumption.
- Coordinate internal/annual risk assessments initiated by clients, ensuring forms are circulated and completed with input from Legal, Security, and Finance.
- Support insurance policy renewals required by clients.
- Provide assistance in preparing client dossiers (e.g., outsourcing documentation, BNR submissions).
- Collaborate with Sales Leadership on forecasting, quota setting, territory design, and capacity planning.
- Analyze and streamline sales workflows, remove friction points, and champion operational best practices.
- Lead key sales ops initiatives from planning to execution.
- Proactively propose and allocate client-facing actions (e.g., Business Continuity Plan updates).
Requirements
- Professional experience in banking or financial institutions (strongly preferred).
- Proven project management skills, with the ability to coordinate multiple stakeholders and meet deadlines.
- Solid technical knowledge to understand SaaS product implications and 3rd-party integrations.
- Strong analytical skills with attention to detail, particularly in reporting, forecasting, and reconciliations.
- Excellent communication and collaboration skills, with ability to interact effectively across Sales, Legal, Security, Finance, and client teams.
- Experience with CRM tools (e.g., Salesforce) and reporting platforms is a plus.
Benefits
- Health insurance
- Professional development opportunities
- Flexible working arrangements
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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