Sales Operations Manager, Pismo
+ Yearly Incentive Bonus
Cloud-native banking & payments platform
Job no longer available
Cloud-native banking & payments platform
501-1000 employees
Job no longer available
+ Yearly Incentive Bonus
501-1000 employees
Company mission
To challenge the status quo everyday, building a new era of payments and banking.
Role
Who you are
- Proven experience in sales operations; technology, Fintech, or B2B SaaS is helpful
- Proficiency in Sales CRM tools; bonus points for MS Dynamics
- Exceptional skills in sales analytics or other data tools such as Excel, Tableau, PowerBI
- Excellent communication and collaboration skills
- Detail-oriented with strong organizational skills
- Strong analytical skills with the ability to interpret data and provide actionable insights
- Ability to thrive in a fast-paced, dynamic environment
- Strong problem-solving skills and a proactive approach
- Ability to manage multiple tasks and priorities effectively
- Experience with sales forecasting and planning methodologies
- Experience in proposal generation and contract management
- Strong documentation and process management skills
What the job involves
- As a Sales Operations Manager at Pismo, you will be instrumental in building and scaling our sales operations function
- This hands-on role will focus on supporting our sales leaders and teams through operational execution and improvement of sales processes, systems and data to drive growth and efficiency
- Develop and implement efficient sales processes and workflows
- Manage our Sales CRM data to ensure data accuracy and effective usage
- Lead a weekly, monthly, and quarterly operating cadence for sales regions with forecast reviews, pipeline analysis, and operational enhancements, etc
- Drive operational excellence through best practice sharing and process adoption across the sales organization
- Operate as an agent of change, driving timely and effective communication to all cross-functional stakeholders
- Create and maintain sales dashboards and reports
- Provide tools, resources, and training to support and enable the sales team
- Monitor and report on key sales metrics and performance indicators
- Develop and maintain documentation for sales processes and policies
- Ensure alignment between sales and other departments - e.g. Finance
- Conduct regular audits of sales data to ensure integrity and accuracy
- Support the sales team throughout the end-to-end commercial process
- Assist in streamlining the sales cycle and improving sales efficiency
- Provide insights based on data analysis to guide sales strategies
Our take
The financial services industry is undergoing a significant technological transformation, as consumers increasingly demand more frictionless product experiences. In response, Pismo has developed a cloud-native, all-in-one processing platform that gives banks, fintechs, and other financial institutions flexibility and agility.
Pismo empowers companies to remain a competitive option in the ever-expanding banking-as-a-service industry, by rapidly launching products for cards and payments, digital banking, and marketplaces. The company is now one of the biggest cloud-based platforms in the world, hosting more than 25 million accounts, resulting in more than $3 billion in transactions.
With a great deal of funding behind it, the company has continued to expand and accelerate its development efforts throughout its latest phase of growth. In 2024, payment giant Visa acquired the company, which will empower Pismo to expand its footprint even further moving forward.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (1 round)
Oct 2021
$108m
SERIES B
Total funding: $108m
Company benefits
- Remote-First
- Flexible Hours
- Life Insurance
- Private Medical/Dental Insurance
- Pension Contributions
- Health & Wellbeing Monthly Stipend
- Annual Optical Care Card
- One-Time Home Office Card
- 25 Days Annual Leave + 8 Public Holidays + Shutdown Between Christmas and New Year
Company HQ
Vila Nova Conceição, SP
Leadership
Richard Josua
(Co-Founder & Special Advisor)Founder & former CEO of Conductor. Previous Partner at both VMG Brazil and Via Lettera. Former Analyst at CSFB Garantia.
Daniela Binatti
(Co-Founder & CTO)Formerly a Senior Consultant at Pismo. Worked at Conductor as an Operations Manager, Director of Data Management, and Director of IT. Former Information Technology Consultant at S&M Consultores, and was a Software Engineer at Shared Informática.
Juliana Binatti-Motta
(Co-Founder & CPO)Former Project Leader (Technology & Products) at Conductor.
Marcelo Parise
(Co-Founder & VP of Engineering)Former Systems Manager, Systems Development Coordinator, and CTO of Conductor. Previously worked as a Program Analyst at Shared Informática.
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