Sales Operations Analyst
ooba Home Loans
full-time
Posted on:
Location Type: Hybrid
Location: Cape Town • 🇿🇦 South Africa
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Build and maintain recurring sales performance reports and dashboards.
- Analyze trends in sales data to identify insights and opportunities for improvement.
- Present findings and recommendations to leadership.
- Develop PowerPoint presentations and partner materials for real estate networks and bank roadshows.
- Support the preparation of sales toolkits and product update communications.
- Coordinate feedback loops between field sales and head office.
- Support the management of the sales incentive process, including eligibility and payout tracking.
- Assist with CRM enhancements, automation initiatives, and system configuration requests.
- Maintain standard operating procedures and ensure compliance with policies.
- Participate in national sales projects and new product rollouts.
- Collaborate with Product and Marketing on initiatives that support field sales growth.
Requirements
- Matric required; relevant tertiary qualification advantageous.
- 3–5 years’ experience in a similar Sales Operations or Sales Analyst role.
- Financial services experience (preferably mortgage origination, banking, or insurance) advantageous.
- Advanced analytical and reporting skills (Excel, Power BI, or similar).
- Strong presentation design and storytelling skills (PowerPoint).
- Project management and process improvement capability.
- Financial acumen, including budgeting, forecasting, and incentive modeling.
- Excellent communication and interpersonal skills.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales performance reportingdata analysisExcelPower BIpresentation designproject managementprocess improvementbudgetingforecastingincentive modeling
Soft skills
communicationinterpersonal skillsstorytellingcollaborationfeedback coordination