649 Sales Planning jobs in South Africa

We are on the look out for an experienced Zoho CRM Specialist. Responsible for optimizing and managing our client's Zoho platform to ensure seamless processes, data tracking, order fulfillment, invoicing, consistently monitoring systems, supporting the logistical flow of operations, and efficient management.

In addition to ensuring smooth communication with customers and internal teams by serving as a liaison and delivering top-tier support across multiple channels. Collaborate with sales, account management, marketing, and customer success teams to refine workflows and deliver tactical solutions that enhance performance and efficiency.

Core Responsibilities:

• CRM & Workflow Management: Maintain and optimize the CRM platform and streamline sales, order fulfillment, and invoicing workflows.
• Order Processing: Monitor incoming orders via email and portals throughout the day, confirm receipt, track status, and address discrepancies.
• Vendor Coordination: Issue purchase orders, confirm dispatch, and follow up to ensure timely fulfillment.
• Customer & Vendor Liaison: Serve as the main contact for inquiries, updates, and order-related communication between customers and vendors.
• Invoicing & Records: Generate and send invoices, and ensure all order-related documentation is organized and up to date.
• Issue Resolution: Proactively manage fulfillment issues, provide quality control, and escalate complex problems as needed.

Salary:
$1300 / month

Type of Work:
 Full-time remote

Work Schedule:
 Central US time zone

Requirements

• In depth background in a remote set-up of work similar to freelancing as an Independent Contractor (deep understanding on the pros & cons involved in this industry).
• Hands-on experience with Zoho platform (e.g., integration, ordering functions, and workflow automation)
• Experience with B2B Zoho set-up
• Strong understanding of the complete ordering process and how to optimize them using the CRM platform
• Ability to work cross-functionally with supply chains, sales, and customer success teams
• Strong problem-solving skills with a proactive approach to identifying and fixing CRM-related issues.
• Strong written and verbal communication skills.
• Quick problem solver- think quick on their feet and tackle challenges with confidence.
• Prior customer service experience- ability to turn customer concerns into positive experiences.
• Adaptable and reliable- able to manage priorities in a start-up phase.
• Familiarity with CRM systems, order portals, invoicing tools, and spreadsheet software.
• Ability to stay organized, meet deadlines, and work independently with minimal supervision.
• Reliable internet connection and consistent availability during designated hours.

Preferred Qualities:

Prior experience with e-commerce, B2B order fulfillment, or vendor management.

Detail-oriented with strong follow-through and time management skills.

Solution-focused mindset with proactive communication habits.

Overview

We are a US-based firm providing specialized services to independent Registered Investment Advisors (RIAs), broker-dealers, and wealth management firms. Our offerings include compliance solutions, technology platforms, marketing support, recruiting, and operational consulting. We are seeking a
Business Development Manager
to drive growth by building relationships with wealth managers and advisory firms, educating them on our solutions, and converting prospects into long-term clients.

Key Responsibilities

• Prospecting & Outreach
• Identify and target RIAs, independent advisors, and small to mid-sized wealth management firms.
• Develop outreach campaigns (email, LinkedIn, webinars, conferences) to generate qualified leads.
• Sales & Relationship Management
• Conduct discovery calls and presentations to understand client needs.
• Demonstrate how our services improve advisor efficiency, compliance, client experience, and profitability.
• Manage the sales cycle from initial contact through closing and onboarding.
• Build long-term relationships with decision-makers (CEOs, CIOs, COOs, Compliance Officers, etc.).
• Collaboration & Strategy
• Work closely with marketing to develop tailored campaigns.
• Provide feedback to product and operations teams on market needs.
• Attend industry conferences, webinars, and networking events to promote brand awareness.
• Performance & Reporting
• Achieve monthly and quarterly sales quotas.
• Maintain pipeline activity and accurate CRM records.
• Prepare regular reports on prospecting, pipeline health, and revenue forecast.

Qualifications

• Bachelor's degree in Finance, Business, or related field (MBA a plus).
• 3–7 years of experience in sales or business development, preferably in financial services, fintech, or wealth management.
• Familiarity with the RIA and independent advisor market strongly preferred.
• Excellent communication, negotiation, and presentation skills.
• Ability to explain complex products (compliance tools, trading platforms, technology, or consulting services) in a clear and compelling way.
• Self-starter with the ability to manage multiple priorities and work independently.

Compensation & Benefits

• Base salary + commission (OTE structure).
• Health, dental, vision benefits.
• 401(k) with company match.
• Career growth opportunities in sales leadership or strategic account management.

Job Title Variants

Depending on seniority, this role may also be titled:

• Sales Manager – Wealth Management Services
• Account Executive – RIA Solutions
• Business Development Director – Financial Services

Job Description

Hello Future Sales Operations Manager

Welcome to WesBank, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our talent team in WB Delear Sales, The Sales Operations Manager is responsible for the management of processes and resources that support the business objective in the Corporate and Motor business.The incumbent is accountable for business continuity through the implementation of operational plans, the allocation of resources and management of productivity of the teams that report to them

Are you someone who can:

• Implements operational plans
• Promotes diversity within the team
• Ensures continuous process improvement to enable effective operational processes
• Requests budget and controls expenditure
• Compiles and distributes operational reports
• Provides input to Business Continuity Planning
• Ensures compliance to policies and procedures in the Business Unit
• Ensures Cost Management within area of responsibility
• Participates in planned activities that are appropriate for own and staff development
• Ensures customer service solutions are aligned to the operational business plan
• Creates solutions to meet customer demands
• Manages people performance in the area of responsibility

You will be an ideal candidate if you:

• Matric / Grade 12 is essential.
• A bachelor's degree in business administration, Sales, Marketing, or a related field is highly preferred.
• 5+ years in sales operations, business development, or a similar role.
• At least 3 years in a team leadership or management capacity.
• Proven success in managing large bids and tenders, especially with corporate or government clients.
• Experience with Internal platforms including reporting, user management, and data accuracy.

Additional Skills:

• Strategic Thinking: Ability to align operations with business goals.
• Data Analysis: Strong analytical skills for interpreting sales data and forecasting.
• Leadership: Capable of motivating and managing diverse teams.
• Communication: Excellent verbal and written skills.
• Negotiation: Skilled in handling contracts and client relationships.
• Tech Proficiency: Intermediate level in MS Office Suite; Internal systems expertise.

Apply now if you are interested in taking the next step. We look forward to engaging with you

WesBank respects your privacy and will process the information you have provided to us in accordance with our privacy notice.

This notice highlights what information we collect, why we collect it, how we use it, who we may disclose it to and your rights regarding personal information. Please visit our website to view this notice.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

12/09/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

At SolarAfrica, deals are won by vision and relationships and sustained by discipline and flawless execution. The Sales Operations Manager is the guardian of our commercial engine, ensuring every proposal, every contract, and every CRM record is accurate, timely, and trusted.

This role exists to free salespeople to sell while ensuring our data, processes, and documentation are beyond reproach. By bringing order, accountability, and system mastery, the Sales Operations Manager transforms sales chaos into commercial momentum. You will be the person who turns ambition into reliable execution and in doing so, directly accelerates SolarAfrica's growth.

This role owns the systems, data, and processes that drive deal velocity, CRM hygiene, and pipeline visibility. Reporting to the Chief Commercial Officer, the Sales Operations Manager ensures that the Onsite and Virtual sales teams are supported with timely reporting and commercial responsiveness.

Position of the job in the organisation: Reports to the Chief Commercial Officer

Principal responsibilities:

Sales Support Team Management

• Recruit, train, and develop a high-performing Sales Support team that proactively supports all sales activities.
• Establish clear goals, KPIs, and review structures for the team; conduct regular performance check-ins and development discussions.
• Take full ownership of sales administration — ensuring all proposals, contracts, and documentation are version-controlled, error-free, and delivered on time.
• Run a zero-defect contract process: no incorrect versions, no missing approvals, no client-facing errors.
• Monitor workloads, allocate tasks, and drive service excellence within the Sales Support team

Sales Enablement & CRM Ownership

• Own HubSpot end-to-end: data accuracy, pipeline integrity, user compliance, and reporting.
• Set and enforce "non-negotiable" minimum data standards (mandatory fields, activity logging, deal stage hygiene).
• Develop and maintain robust, user-friendly sales playbooks, templates, and enablement materials.
• Support sales forecasting accuracy by maintaining up-to-date and reliable pipeline data.
• Train sales staff on CRM best practices and new feature rollouts to ensure maximum adoption and impact.
• Produce transparent reports on pipeline health, adoption, and sales discipline for the CCO.

Accountability & Enforcement

• Hold salespeople and managers accountable for their inputs and process compliance.
• Stand firm in enforcing standards and SLAs — escalating where necessary to ensure governance is respected.
• Introduce check-ins, audits, and scorecards that make accountability visible.

Cross-Functional Liaison with Operations, Legal & Commercial Teams

• Coordinate review and approval processes for proposals, term sheets, and final contracts.
• Track and report on contract turnaround times, highlighting delays and implementing corrective actions.
• Maintain an organised repository of all legal and commercial templates to ensure version control and compliance.
• Facilitate communication between sales, legal, operations, and finance teams to align on deal structure, risk, approvals, reduce delays and eliminate errors.
• Be the single source of truth for commercial templates, ensuring strict version control.

Reporting & Commercial Intelligence

• Design and deliver real-time dashboards that track key metrics, including lead conversion rates, deal velocity, and pipeline health.
• Provide monthly and quarterly commercial performance reports that highlight risks and opportunities.
• Analyse sales data to identify trends, forecast future performance, and support strategic decision-making.
• Support the CCO and leadership team with data and insights during board meetings and strategy sessions.

Training, Systems & Process Improvement

• Evaluate existing sales processes and identify opportunities to automate, simplify, or enhance efficiency.
• Lead initiatives to reduce proposal turnaround times and improve the customer experience.
• Streamline handovers between Sales, Operations, and Execution teams, ensuring clear responsibilities and minimal friction.
• Implement feedback mechanisms to continually refine sales tools and support materials.

• Ensure training and coaching are facilitated regularly, and support tool adoption

• Any other job duties associated with this role

PERSON DESCRIPTION

Experience:

• 5+ years of proven experience in sales operations, sales support, or a similar commercial operations role.
• Strong experience managing or leading a team.
• Proven track record working with CRM systems (HubSpot preferred).
• Change management experience is required in this role, as it involves driving CRM/process adoption while managing resistance.
• Training and coaching experience, particularly in supporting Sales Teams in utilising tools like HubSpot effectively.
• Legal contract familiarity, not legal expertise, but enough exposure to understand risks and terms.

Specific attributes:

• Excellent systems thinking and process optimisation mindset.
• Strong commercial acumen and deep understanding of sales cycles.
• High attention to detail and confident working with data and reporting.
• Exceptional interpersonal and leadership skills to guide and motivate a support team.
• Strong problem-solving abilities and a proactive approach.

Desirable attributes:

• Experience in the renewable energy sector.
• Experience supporting both direct and indirect (partner) sales channels.
• Exposure to contract management and working closely with legal teams.
• Strong change management and project management skills.

What Does Success Look Like?

By 3 Months

• I will have a fully onboarded Sales Support team operating under clear KPIs and expectations.
• I will improve HubSpot hygiene and data integrity to above 80% accuracy.
• I will reduce proposal turnaround time to under 5 working days.
• I will deliver initial dashboards and reports to support weekly sales reviews.
• I will be building strong working relationships with Legal and Finance teams.

By 6 Months

• I can maintain HubSpot pipeline hygiene consistently above 90%.
• I will keep proposal turnaround time consistently under 3 working days.
• I can reduce contract SLA for standard agreements to under 7 working days.
• I will ensure the Sales Support team achieves 100% of LMA cadence and demonstrates measurable productivity improvements.

By 12 Months

• I will maintain forecasting variance consistently below 15%, supporting accurate revenue planning.
• I will achieve a sales team satisfaction score above 80% on internal surveys.
• I will establish the Sales Support team as a strategic asset in the eyes of sales leadership and stakeholders.
• I will be driving continuous improvement initiatives, with documented process optimisations and measurable efficiency gains.

Core Values:

We hire, reward, and recognise our team against these values. It is imperative that you believe in these values and demonstrate them consistently.

• We are passionate and proud of what we do.
• We communicate candidly, especially when it is difficult.
• We take the initiative, share our mistakes, and grow together.
• We are dependable and take accountability.
• No one person is bigger than the solution - no egos.

About Us

We're a vibrant and fast-growing cleaning agency based in the UK, dedicated to providing top-tier service to our clients. As our business continues to expand, we're seeking a motivated, personable, and high-energy Sales Operations Executive with a background in the cleaning industry or wider service sectors. If you excel in relationship-building, closing deals, and hitting ambitious targets, we want to connect with you

Main Responsibilities

• Proactively reach out to prospective clients to present and promote our suite of cleaning services.
• Identify each customer's unique needs to offer customised cleaning solutions.
• Convert warm and hot leads into confirmed appointments by clearly showcasing the benefits of our offerings.
• Maintain a thorough understanding of our service range to confidently respond to inquiries.
• Build and nurture strong client connections to encourage loyalty and referrals.
• Strive to meet—and consistently exceed—monthly sales goals and KPIs.
• Keep detailed, accurate records of client communications and sales progress in our CRM system.
• Handle follow-ups, answer questions, and manage concerns in a professional, solution-focused manner.

What You Bring to the Role

• At least 2 years of sales experience, preferably within the cleaning or general service industry (e.g., move-out cleans, deep cleaning, carpet services).
• A solid record of achieving or surpassing sales targets.
• Strong communication skills (verbal and written), with a customer-centric mindset.
• Highly driven, organised, and comfortable working independently in a remote setup.
• Access to a dependable laptop, stable internet connection, and backup power/connection options.
• Familiarity with CRM software for managing pipelines and client interactions.
• Composed under pressure with a talent for addressing objections.
• Proficient with Microsoft Office tools like Word, Excel, and Outlook.
• Confident negotiator who handles client concerns with professionalism and empathy.

What's in It for You

• Basic monthly salary of R8,000, plus unlimited commission potential.
• Generous leave policy with 40 paid days off annually.
• A collaborative, positive work culture with ongoing training and professional development.

Think You've Got What It Takes?

If you're confident, persuasive, and driven—and can sell with charisma—we'd love to have you join the team

Job Description:

We are seeking a highly analytical and detail-oriented Sales Operations Analyst to support our Sales teams with data-driven insights and operational excellence. This role is ideal for someone with a strong background in sales analytics and business metrics, who is passionate about optimizing sales processes and performance through data.

Responsibilities:

• Develop and maintain user roles, workflows, and automations in CRM's.
• Build and manage financial models including forecasting, churn analysis, and other key business metrics.
• Create and maintain dashboards and reports to support pipeline visibility, forecasting accuracy, and performance tracking.
• Ensure CRM data quality through field management and configuration.
• Deliver metric-driven insights to support Sales and Revenue teams.
• Collaborate with stakeholders to improve sales processes, leveraging frameworks such as MEDDPICC.
• Monitor and analyse sales metrics to identify trends and bottlenecks.
• Manage day-to-day operational tasks with a focus on data integrity and process efficiency.

About SecurityHQ

SecurityHQ is a global cybersecurity company. Our specialist teams design, engineer and manage solutions that do three things: Promote clarity and trust in a complex world. Build momentum around improving security posture. And increase the value of cybersecurity investment within organizations. Free from limitations, and inclusive of all requirements, we focus on defending today, while mitigating the risks of tomorrow. And into the future. Our solutions are tailored to our customers and their unique context. Around the clock, 365 days per year, our customers are never alone. SecurityHQ – We're focused on engineering cybersecurity, by design.

Job Reference Number

RJSA001

Essential Skills

• Minimum 3 years' experience in a similar role.
• Proven expertise in Salesforce and HubSpot, including automation, workflow development , data management and configuration.
• Strong financial acumen with experience in building financial models and working with forecasting.
• Experience identifying and reporting bottlenecks and risks, working towards KPIs.
• Familiarity with key sales metrics and performance indicators.
• Understanding of MEDDPICC and structured sales methodologies.
• Ability to translate data into actionable insights to support strategic decision-making.
• Strong communication skills and ability to work cross-functionally.
• Effective time management and prioritization skills.

Desirable Skills

• Previous experience as a Financial Analyst or in a role reporting business metrics, with a transition into tech or revenue operations.
• Proven ability to prioritize workloads using frameworks such as the Eisenhower Matrix (balancing urgent vs. important tasks).
• Excellent verbal and written communication skills.
• A good relationship builder and have good communication skills.

About LoadXchange (LX)

LX is a digital freight marketplace start-up connecting load owners and transporters across the SADC region. Our mission is to make cross-border freight faster, safer, and more transparent through digital innovation. We are driven by a vision to transform how freight moves across southern Africa.

Role: Sales & Operations Manager

We're looking for a dynamic all-rounder to drive growth and manage day-to-day operations. You have an entrepreneurial mindset and you are commercially sharp, operationally strong, and thrive in a fast-moving start-up environment. You are easy-going yet highly effective - someone who brings positivity and helps build a supportive, high-performance work culture. You're also a strong team player who thrives on shared success.

Location:
Johannesburg, South Africa

Travel:
40–50% within South Africa

Reporting Line:
Reports directly to the CEO

Key Responsibilities

·
Sales & Client Acquisition:
Actively prospect, identify, and onboard new clients (load owners and

transporters). Build and maintain strong key-account relationships.

·
Presentations & Demos:
Deliver engaging product presentations and demonstrations to individuals or

groups, both in person and virtually.

·
Client Training & Engagement:
Train new clients on how to use the LX digital platform effectively to

ensure high adoption and satisfaction.

·
Operations Management:
Oversee daily marketplace operations; collaborate with developers and

third-party service providers to ensure smooth performance.

·
Project Management:
Drive new initiatives from concept to execution, ensuring timely and on-budget

delivery.

·
Strategic Growth:
Partner with leadership on growth strategies and partnership development.

·
Reporting & Performance:
Design and refine scalable processes, monitor KPIs, analyse performance

data, and recommend improvements.

·
Team Leadership:
Coordinate and motivate operations and support teams to achieve business

objectives.

Qualifications & Experience

· Proven B2B sales and operational experience with measurable results (logistics or supply chain

experience an advantage).

· Experience in leading and motivating teams to achieve business objectives.

· Existing industry relationships in transport/logistics are a plus.

· Strong project management skills — from planning to execution.

· Highly self-driven and able to work independently with a strong sense of ownership.

· Strong strategic and analytical thinking, with an entrepreneurial mindset.

· Excellent communication, negotiation, presentation, and training skills — confident presenting to

groups or individuals.

· Proficiency in digital tools (Excel, PowerPoint, CRM systems, and project tracking apps); highly

comfortable working in digital environments and using web-based platforms daily.

Performance Indicators

· Delivery against LX platform subscribers onboarding KPIs.

· Quality of platform data and its effective use in the business.

· Cost efficiency on key deliverables, meeting budget and time.

· Stakeholder satisfaction.

· Operational excellence translated into revenue performance.

What We Offer

· Opportunity to play a key role in shaping an emerging digital logistics start-up.

· 2-year renewable contract.

·
R540,000 per annum CTC
(includes a R60,000 car allowance) plus fuel for business kilometers.

· Future performance-based incentives.

· Strong growth potential - the role can evolve into a senior leadership position as LX scales.

How to Apply

If this sounds like you, send your CV and a motivation letter to with the subject line: "Sales & Operations Manager.

At SolarAfrica, deals are won by vision and relationships and sustained by discipline and flawless execution. The Sales Operations Manager is the guardian of our commercial engine, ensuring every proposal, every contract, and every CRM record is accurate, timely, and trusted.

This role exists to free salespeople to sell while ensuring our data, processes, and documentation are beyond reproach. By bringing order, accountability, and system mastery, the Sales Operations Manager transforms sales chaos into commercial momentum. You will be the person who turns ambition into reliable execution and in doing so, directly accelerates SolarAfrica's growth.

This role owns the systems, data, and processes that drive deal velocity, CRM hygiene, and pipeline visibility. Reporting to the Chief Commercial Officer, the Sales Operations Manager ensures that the Onsite and Virtual sales teams are supported with timely reporting and commercial responsiveness.

Position of the job in the organisation:

Reports to the Chief Commercial Officer

Principal responsibilities:

Sales Support Team Management

• Recruit, train, and develop a high-performing Sales Support team that proactively supports all sales activities.
• Establish clear goals, KPIs, and review structures for the team; conduct regular performance check-ins and development discussions.
• Take full ownership of sales administration — ensuring all proposals, contracts, and documentation are version-controlled, error-free, and delivered on time.
• Run a zero-defect contract process: no incorrect versions, no missing approvals, no client-facing errors.
• Monitor workloads, allocate tasks, and drive service excellence within the Sales Support team

Sales Enablement & CRM Ownership

• Own HubSpot end-to-end: data accuracy, pipeline integrity, user compliance, and reporting.
• Set and enforce "non-negotiable" minimum data standards (mandatory fields, activity logging, deal stage hygiene).
• Develop and maintain robust, user-friendly sales playbooks, templates, and enablement materials.
• Support sales forecasting accuracy by maintaining up-to-date and reliable pipeline data.
• Train sales staff on CRM best practices and new feature rollouts to ensure maximum adoption and impact.
• Produce transparent reports on pipeline health, adoption, and sales discipline for the CCO.

Accountability & Enforcement

• Hold salespeople and managers accountable for their inputs and process compliance.
• Stand firm in enforcing standards and SLAs, escalating where necessary to ensure governance is respected.
• Introduce check-ins, audits, and scorecards that make accountability visible.

Cross-Functional Liaison with Operations, Legal & Commercial Teams

• Coordinate review and approval processes for proposals, term sheets, and final contracts.
• Track and report on contract turnaround times, highlighting delays and implementing corrective actions.
• Maintain an organised repository of all legal and commercial templates to ensure version control and compliance.
• Facilitate communication between sales, legal, operations, and finance teams to align on deal structure, risk, approvals, reduce delays and eliminate errors.
• Be the single source of truth for commercial templates, ensuring strict version control.

Reporting & Commercial Intelligence

• Design and deliver real-time dashboards that track key metrics, including lead conversion rates, deal velocity, and pipeline health.
• Provide monthly and quarterly commercial performance reports that highlight risks and opportunities.
• Analyse sales data to identify trends, forecast future performance, and support strategic decision-making.
• Support the CCO and leadership team with data and insights during board meetings and strategy sessions.

Training, Systems & Process Improvement

• Evaluate existing sales processes and identify opportunities to automate, simplify, or enhance efficiency.
• Lead initiatives to reduce proposal turnaround times and improve the customer experience.
• Streamline handovers between Sales, Operations, and Execution teams, ensuring clear responsibilities and minimal friction.
• Implement feedback mechanisms to continually refine sales tools and support materials.

• Ensure training and coaching are facilitated regularly, and support tool adoption

• Any other job duties associated with this role

PERSON DESCRIPTION

Experience:

• 5+ years of proven experience in sales operations, sales support, or a similar commercial operations role.
• Strong experience managing or leading a team.
• Proven track record working with CRM systems (HubSpot preferred).
• Change management experience is required in this role, as it involves driving CRM/process adoption while managing resistance.
• Training and coaching experience, particularly in supporting Sales Teams in utilising tools like HubSpot effectively.
• Legal contract familiarity, not legal expertise, but enough exposure to understand risks and terms.

Specific attributes:

• Excellent systems thinking and process optimisation mindset.
• Strong commercial acumen and deep understanding of sales cycles.
• High attention to detail and confident working with data and reporting.
• Exceptional interpersonal and leadership skills to guide and motivate a support team.
• Strong problem-solving abilities and a proactive approach.

Desirable attributes:

• Experience in the renewable energy sector.
• Experience supporting both direct and indirect (partner) sales channels.
• Exposure to contract management and working closely with legal teams.
• Strong change management and project management skills.

What Does Success Look Like?

By 3 Months

• I will have a fully onboarded Sales Support team operating under clear KPIs and expectations.
• I will improve HubSpot hygiene and data integrity to above 80% accuracy.
• I will reduce proposal turnaround time to under 5 working days.
• I will deliver initial dashboards and reports to support weekly sales reviews.
• I will be building strong working relationships with Legal and Finance teams.

By 6 Months

• I can maintain HubSpot pipeline hygiene consistently above 90%.
• I will keep proposal turnaround time consistently under 3 working days.
• I can reduce contract SLA for standard agreements to under 7 working days.
• I will ensure the Sales Support team achieves 100% of LMA cadence and demonstrates measurable productivity improvements.

By 12 Months

• I will maintain forecasting variance consistently below 15%, supporting accurate revenue planning.
• I will achieve a sales team satisfaction score above 80% on internal surveys.
• I will establish the Sales Support team as a strategic asset in the eyes of sales leadership and stakeholders.
• I will be driving continuous improvement initiatives, with documented process optimisations and measurable efficiency gains.

Core Values:

We hire, reward, and recognise our team against these values. It is imperative that you believe in these values and demonstrate them consistently.

• We are passionate and proud of what we do.
• We communicate candidly, especially when it is difficult.
• We take the initiative, share our mistakes, and grow together.
• We are dependable and take accountability.
• No one person is bigger than the solution - no egos.

Requirements
Description and Requirements

• Ensures the profitability of the program/s by driving for the attainment of Client-specified KPIs and targets.
• Monitors the queue to ensure that service metrics are met, as well as monitors sales metrics through proper coaching, consequence management, etc.
• Upholds company policies as it relates to the program/s and drives for adherence to such policies.
• Ensures that checks on attendance, schedule adherence, and decorum in the workplace are executed for uninterrupted operations and to uphold the Company's standards of professionalism.
• Maintains company-set ratios on staffing to ensure smooth operations of the program/s.
• Complements the forecasted call volume of the program/s with the adequate manpower on the floor by periodically checking forecasts versus actual call volumes.
• Coordinates with Workforce for net staffing requirements and scheduling of agents given leaves, absences, and attrition.
• Requests for overtime or 6th day work in order to meet service metrics by efficiently handling the forecast and / or spikes in call volumes.
• Drives for the recognition and reward of top-performing team members by ensuring the pay-out of incentives and the provision of additional roles and responsibilities for succession planning / leadership development.
• Dutifully conducts performance planning / appraisals / feedback meetings and accomplishes the necessary performance appraisal forms in order to assess high potential team members.
• Ensures that proper action is taken for non-performing associates/CIAs as well as those with documented infractions against company policies.
• Provides coaching and mentoring to associates and team Captains who do not meet their metrics, and carries-out the appropriate disciplinary actions.
• Spearheads the design and implementation of daily, weekly, and monthly incentive schemes in order to drive performance on the floor.
• Ensures the objective stack ranking of team members in terms of metrics / performance to provide a solid basis for performance assessments.
• Provides opportunities for immediate coaching for associates and Team Captains who fall below the program/s' standards and drives for improved performance.
• Ensures that all Company and / or Client updates are cascaded to all individuals in the program/s by conducting regular meetings with TCs.
• Disseminates information in a timely manner, taking into consideration information sensitivity and confidentiality.

Required skills + qualities (technical):

• Bachelor's Degree in any course, preferably Business or Business Management.
• Two (2) to three (3) years Call Center Operations, Customer Service, Business Process Outsourcing, Sales, or Telecommunications experience in an Asst. Managerial or Managerial capacity.
• Proficient in call center operations and organization required.
• Prior knowledge of client-specifics preferred.
• Proficiency with MS Office applications (i.e. MS Word, Excel, PowerPoint, etc.) and other call center-specific software / systems (i.e. CMS/IEX, Baleen, Blue Pumpkin, etc.).

Required skills + qualities (technical):

• Client relations. Leadership and people-management skills.
• Project management skills.
• Excellent oral and written English communication skills with professional communication skills both verbal and written business correspondence; planning, organizing and coordination skills
• Adaptive to changing work schedules and working hours.
• Active listening skills.
• Operates with minimal supervision.
• Customer orientation.
• Time Management and Multitasking skills.
• Detail-oriented, Analytical, Problem-Solving and Decision-Making skills.
• Presentation Skills.

TELUS Values:

TELUS recognizes and embraces the importance of values in our ever-changing workplace. To be successful, all applicants must demonstrate behaviors that are reflective of our values:

• We passionately put our customers and communities first
• We embrace change and innovate courageously
• We grow together through spirited teamwork

At TELUS, we are committed to diversity and equitable access to employment opportunities based on ability.

Additional Job Description
Overview :

Ensures the profitability of the account/s / program/s by making certain that client KPIs, goals, and targets are met. Ensures that company-set ratios for staffing are maintained for smooth operations of the program/s, and that the manpower complement is sufficient for the forecasted call volume. Ensures that everyone within the program strictly abides by Company and Client policies and procedures. Recognizes and rewards top performers while carrying out disciplinary action / consequence management for non-performers.

Language Reference
English

EEO Statement

At TELUS Digital, we enable customer experience innovation through spirited teamwork, agile thinking, and a caring culture that puts customers first. TELUS Digital is the global arm of TELUS Corporation, one of the largest telecommunications service providers in Canada. We deliver contact center and business process outsourcing (BPO) solutions to some of the world's largest corporations in the consumer electronics, finance, telecommunications and utilities sectors. With global call center delivery capabilities, our multi-shore, multi-language programs offer safe, secure infrastructure, value-based pricing, skills-based resources and exceptional customer service - all backed by TELUS, our multi-billion dollar telecommunications parent.

Equal Opportunity Employer

At TELUS Digital, we are proud to be an equal opportunity employer and are committed to creating a diverse and inclusive workplace. All aspects of employment, including the decision to hire and promote, are based on applicants' qualifications, merits, competence and performance without regard to any characteristic related to diversity.