Sales Operations Lead

The Job Seekers Journey

. Ensure the efficiency and reliability of the operational and financial processes associated with Life MBA sales .

Posted 10/23/2026full-timeRemote • PortugalSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing operational and financial processes related to sales, including cash flow maximization, payment management, and revenue retention. Proficient in data validation and reporting, with strong communication skills to handle sensitive financial interactions.

Highest-signal resume keywords

Excel / Google Sheets ProficiencyCRM Experience (Pipedrive)Payment ManagementFinancial ReportingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Cross-ReferencingError IdentificationRoot Cause InvestigationKPI MonitoringProcess Improvement

Soft Skills

Empathetic CommunicationAssertive CommunicationPrioritizationProblem-Solving

Tools & Technologies

PipedrivePower BIStripeInvoiceXpressNotionSlackWhatsAppGoogle Meet

Certifications & Qualifications

DGERT Certification

Industry Keywords

AmortizationCollectionsRefundsRevenue RetentionOperational Quality

About the role

Key responsibilities & impact

Ensure the efficiency and reliability of the operational and financial processes associated with Life MBA sales
Maximize cash flow and protect Seekers’ revenue through the management of amortization schedules, collections, and refunds
Manage installment payment plans, identify payment defaults, and contact students to resolve outstanding balances
Implement and improve payment follow-up processes
Manage refund requests end to end, analyzing contractual terms, internal policies, and applicable legislation
Identify legitimate revenue-retention opportunities and present alternatives to students
Validate sales and ensure data consistency across the CRM, payment, invoicing, automation, and reporting systems
Correct errors and discrepancies in the systems and support revenue forecast updates
Validate the monthly calculation of commissions for the Sales and Booking teams
Manage the operational relationship with payment and financing providers
Coordinate documentation for DGERT certification processes
Keep templates, support materials, and administrative processes up to date
Monitor KPIs and produce reports on amortization, collections, refunds, and operational quality
Identify automation opportunities, implement improvements, and anticipate operational and financial risks
Participate in daily, weekly, and monthly check-ins with the General Manager

Requirements

What you’ll need

Good knowledge of Excel / Google Sheets, including formulas, data cross-referencing and validation, control dashboards, and reporting
Experience with CRMs, preferably Pipedrive
Comfortable using payment, invoicing, and Business Intelligence platforms
Ability to manage multiple processes simultaneously, prioritize effectively, and meet deadlines
Ability to identify errors and inconsistencies in financial and commercial information
Ability to investigate root causes and independently implement sustainable solutions
Clear, empathetic, and assertive communication skills in situations involving payments, collections, and refunds
Ability to monitor metrics, identify deviations, and present decision-oriented information
DISC: C > 25%; S > 15%
Knowledge of and experience using Notion, Slack, WhatsApp, Google Meet, Pipedrive, Google Sheets / Excel, Power BI, Stripe, InvoiceXpress, and Uscreen