Sales Operations Supervisor

Key Responsibilities:

1. Team Leadership & Coaching

• Supervise and support a team of client onboarding and sales representatives.

• Conduct regular training, mentoring, and performance evaluations to build a high-performing team.

• Monitor daily activities and ensure alignment with company goals and client satisfaction standards.

2. Sales & Target Management

• Set individual and team sales targets in coordination with upper management.

• Track performance metrics and drive team members to meet and exceed targets.

• Identify opportunities for growth in assigned territories and suggest strategies accordingly.

3. Operational Oversight

• Ensure 100% completion of client documentation and adherence to onboarding protocols.

• Conduct spot checks and audits to verify accuracy and compliance in client files and reporting.

• Ensure team adherence to location schedules, timekeeping, and company conduct standards.

4. Reporting & Compliance

• Review and consolidate daily reports from team members, ensuring accuracy and timely submission.

• Monitor compliance with regulatory requirements and company policies in all field activities.

• Escalate risks, operational gaps, or misconduct to management as necessary.

5. Field Engagement & Problem Solving

• Join field visits periodically to support team activities, address client escalations, and identify real-time challenges.

• Provide frontline feedback to improve processes, tools, and customer experience.

• Serve as a role model for professional behavior and client interaction quality.

Key Performance Indicators (KPIs):

• Team target achievement rate (monthly/quarterly).

• Document accuracy and compliance score.

• Team punctuality and schedule adherence.

• Client satisfaction and complaint resolution time.

• Accuracy and timeliness of reporting.

Qualifications & Experience:

• Bachelor's degree in Business, Finance, or related field.

• 2–4 years of experience in sales supervision, preferably in financial services or consumer finance.

• Proven track record of achieving sales targets and managing field teams.

Skills & Competencies:

• Leadership and team management

• Sales planning and execution

• Excellent communication and interpersonal skills

• Attention to detail and compliance mindset

• Problem-solving and decision-making abilities

• Proficiency in MS Office and sales reporting tools