The Sales Operations Analyst plays a key role in enabling ooba home loan’s product and sales execution strategy by delivering actionable insights, efficient processes, and high-quality sales enablement materials.
This role supports the sales function through performance analytics, forecasting, reporting, and partner engagement. The successful candidate will also assist with incentive management, presentation development for key partners (real estate and banking), product roll-out coordination, and the enhancement of sales automation tools and processes.
KEY FOCUS AREAS:
- Sales Analytics & Reporting: Develop, maintain, and interpret sales performance dashboards and reports that support decision-making at all levels.
- Sales Enablement & Communication: Prepare presentations, sales packs, and materials for partner meetings, bank roadshows, and internal sales forums.
- Process & Project Support: Drive improvements in sales processes, product usage, and automation initiatives.
- Performance & Incentives: Support incentive design, tracking, and analysis to ensure fairness, transparency, and alignment with targets.
- Cross-Functional Collaboration: Partner with SBE, Marketing, and Sales teams to align operational outputs with business priorities.
QUALIFICATIONS & EXPERIENCE:
- 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.
KEY SKILLS:
- 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.
CORE COMPETENCIES:
- Attention to detail and accuracy.
- Initiative and problem-solving ability.
- Collaboration and adaptability.
- Commercial awareness and results orientation.
- Planning and prioritization.
- Confidence and persuasiveness in communication.
KEY RESPONSIBILITIES
- Reporting & Analytics
- 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.
- Sales Enablement & Communication
- 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.
- Process & Operations
- 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.
- Project & Cross-Functional Work
- Participate in national sales projects and new product rollouts.
- Collaborate with Product and Marketing on initiatives that support field sales growth.
Responsibilities
- Administrator
- Data Analysis
- Project coordinator
- Exceptional planning, administrative and organizational skills
- Change management and project administration
- Strong data analysis and reporting skills
- Ability to work with stakeholders across various levels
- Exceptional ability to administer rewards programs and the related internal and external partnerships
- Excellent communication (both written and verbal)
- Strong budget admin skills with a focus on maintaining cost effectiveness
Requirements
- Grade 12
- Minimum 2 years experience in a similar or related role, including project administration
- Experience in reward programs administration
- Project administration experience
- Advances MS Excel, PowerPoint and Word
- MIS Reporting
Competencies
- Accuracy
- Devotion to quality
- Flexibility
- Negotiation
- Planning
- Performing under pressure
- Persuasiveness
- Cooperation
