Activation and Sales Ops Manager

Job Overview

The Activation and Sales Ops Manager will be responsible for driving customers onboarding, activation, and operational excellence. This role leads and motivates a high-performing Sales Activation team, sets and monitors KPIs, and ensures the achievement of daily, weekly, and monthly activation targets.

Job Responsibilities

·        Analyze and identify gaps within KYC and LMS systems related to customer onboarding and activation processes as well as replacements.

·        Coordinate card processors for card issuance requests, packaging, and logistics management

·        Liaise with third-party service providers to modify, enhance, and develop customer and card-related workflows.

·        Adhere to Card Operations policies by applying all regulatory-mandated restrictions and requirements to mitigate operational and compliance risks.

·        Lead, coach, and motivate the Sales Activation team to achieve daily, weekly, and monthly activation targets.

·        Set clear KPIs for individuals and the team, monitor performance in real-time, and provide actionable feedback.

·        Conduct training, refresher sessions, and skill-building programs for Supervisors to enhance product knowledge, onboarding, and objection handling.

·        Support employee engagement, career development, and team retention initiatives.

·        Manage and maintain accurate sales pipelines, lead data, and CRM systems

·        Track activations, conversions, and onboarding performance; identify bottlenecks and optimize workflows.

·        Prepare reports, dashboards, and analysis on team performance, activations, and operational efficiency.

·        Oversee end-to-end customer onboarding and activation, ensuring accuracy, compliance, and timely account setup.

·        Ensure proper KYC, AML, and fraud prevention procedures are followed.

·        Support escalations related to failed onboarding, technical issues, or high-risk cases.

·        Coordinate visits and field activations to ensure seamless customer experiences.

·        Supervise Sales Activation team at booths, pickup points, branches, and merchant locations.

·        Ensure compliance with branding, hygiene, operational standards, and company policies.

·        Provide on-site support for high-impact campaigns, merchant activations, product launches, and special programs

·        Monitor field operations, shipping, and processing of customer applications to ensure accuracy and timeliness.

·        Identify inefficiencies in sales operations, activation workflows, and onboarding processes; propose and implement improvements.

·        Support automation initiatives, SOP updates, and operational documentation.

·        Contribute operational insights to enhance the activation funnel, customer acquisition, and overall efficiency.

·        Work closely with Product, Marketing, Operations, Finance, Tech, Risk, and Compliance teams to resolve onboarding and activation issues.

·        Align lead quality, campaigns, and field activation strategies with Marketing and other stakeholders.

·        Provide feedback on products, onboarding processes, and customer pain points for continuous improvement.

·        Ensure 100% adherence to KYC/AML, fraud prevention, and data security standards.

·        Conduct audits of activations and applications to minimize errors and fraud cases.

·        Maintain high-quality standards for documentation, data entry, and customer handling.

·        Address customer inquiries, walk-ins, and technical issues related to applications or sales tools.

·        Ensure proactive follow-ups to resolve onboarding and activation issues completely.

·        Maintain a user-first approach to provide a seamless onboarding and activation experience.

Job Responsibilities

·        7 years in sales operations, customer activation, or fintech operations roles or Banking field as well

·        At least 2–3 years in a managerial or supervisory capacity leading a team.

·        Prior experience in fintech, startups, or high-volume sales environments is highly desirable.

·        Bachelor’s degree in business administration, Finance, Marketing, Management, or a related field.  

·        Certifications in CRM management, sales operations, or project management are advantageous.

Skills & Competencies

·        Strong analytical, problem-solving, and decision-making skills

·        Excellent communication, interpersonal, and leadership abilities

·        Customer-first mindset with strong follow-up and resolution skills

·        Highly organized, proactive, and adaptable to startup/fintech environments