Sales Operations Executive - Financial Services

Build. Scale. Own Performance.

We are seeking a highly experienced Sales Operations Executive to take full end-to-end ownership of our Financial Services sales engine. This is a senior executive role for a proven operator who has successfully built, scaled, and optimised structured, high-performance sales environments within regulated industries.

This is not a regular leadership roll, it includes a systems and performance ownership mandate. You will design and embed the operating frameworks that drive consistent, predictable, and repeatable revenue delivery across multiple campaigns in a high-volume contact centre environment.

You will be accountable for operational integrity, commercial output, compliance governance, and scalable execution across a multi-layered leadership structure.

Core Accountability

• Full accountability for revenue delivery across all Financial Services campaigns
• Design and embed structured operating frameworks that ensure consistent, repeatable commercial performance at scale
• Own the end-to-end sales operating model across multiple outbound campaigns, ensuring disciplined execution against targets
• Establish and enforce performance rhythms across recruitment, onboarding, training, QA, dialler strategy, workforce planning, and conversion optimisation
• Lead strict compliance governance and regulatory adherence as a non-negotiable foundation of operational execution and sustainable growth
• Ensure all campaigns operate within defined regulatory frameworks, risk standards, and audit requirements
• Drive performance through deep analytical insight, including conversion rates, revenue per agent, productivity, QA outcomes, and retention metrics
• Translate data into decisive operational interventions and continuous performance improvement
• Lead enterprise-wide continuous improvement across people, process, systems, and technology
• Oversee campaign launches, stabilisation, and scale phases with operational precision
• Build and enforce leadership accountability across all management layers
• Engage internal and external stakeholders with strong commercial credibility and operational authority

What You Bring

• 8–10+ years’ senior leadership experience in Financial Services, BPO, contact centre, or high-volume regulated sales environments
• Demonstrated success in building and scaling structured sales operating systems with direct revenue accountability
• Strong capability in designing frameworks that drive consistency, productivity, and commercial predictability
• Deep expertise in regulated environments, compliance frameworks, and governance-driven sales execution
• Advanced analytical capability with a strong ability to interpret performance data and drive operational action
• Proven experience leading large, multi-layered teams with strict performance accountability
• Strong operational discipline with the ability to execute strategy at pace and scale
• Experience in insurance, lending, or similar financial products is highly advantageous

Qualifications

• Relevant qualification in Business, Operations, Finance, or Management (advantageous)
• FAIS accreditation (required)
• Experience as a Key Individual (preferred)
• Exposure to Lean, Six Sigma, COPC, or operational excellence methodologies advantageous

Why This Role?

This is a rare opportunity to build and scale a high-performance financial services sales engine within a tightly regulated environment. You will play a critical executive role in shaping operational excellence, revenue discipline, and long-term organisational credibility.

If you are a systems-driven operator who builds structure, leads through data, and delivers commercial outcomes at scale, this role is designed for you

• Comprehensive Health and Wellness: Free access to Kaelo Health Medical Insurance, Financial Wellness Support, Mental Health Counselling and on-site Pharmacy with an in-house Nurse
• Top-Tier Resources and Amenities: Work with world-class technology, enjoy three in-house restaurants and take advantage of discounted grocery staples

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