Sales and Operations Manager (Fintech) in Stellenbosch
Capital H Staffing · Stellenbosch, Western Cape
Overview
A growing fintech company in Stellenbosch is looking for a commercially minded Sales and Operations Manager to drive B2B sales of a new financial wellness solution. You will work with Relationship Managers to convert existing corporate clients, manage the sales pipeline, and coordinate operations. This hands on role suits someone who enjoys closing deals and keeping processes running smoothly. Permanent full time position with a focus on consultative selling and client engagement.
About the role
Our client is an established fintech company offering innovative financial wellness and employee benefit solutions. They need a Sales and Operations Manager to introduce a new financial wellness product to existing corporate clients. You will work closely with Relationship Managers, taking client introductions and turning them into successful sales. This is a hands on role that blends consultative selling, client engagement, pipeline management and sales operations.
Key duties include:
- Converting sales opportunities within the existing corporate client base from introduction to closure.
- Meeting clients to understand their business needs and presenting suitable financial wellness and employee benefit solutions.
- Engaging with HR, Payroll and Finance decision makers, handling objections and negotiating commercial terms.
- Preparing sales proposals and coordinating service level agreements through to signature.
- Managing and maintaining an accurate sales pipeline with consistent follow up.
- Coordinating handover of signed clients to implementation and operational teams.
- Maintaining sales tracking systems including Monday.com and preparing sales reports.
- Supporting sales partner relationships and opportunities across the broader product portfolio.
- Collaborating with internal teams to ensure a coordinated client experience.
Application notes: Please include your current remuneration (CTC), salary expectation, and notice period (optional but helpful for screening) when applying. Only shortlisted candidates will be contacted. If you do not hear from us within 30 days, please consider your application unsuccessful.
Requirements
- Proven experience in B2B sales, including consultative selling, negotiation and closing deals.
- Experience in account management, business development or sales operations.
- Strong client relationship management, presentation and communication skills.
- Experience managing sales pipelines and working with CRM or sales management systems.
- Experience with Monday.com would be advantageous.
- Ability to coordinate proposals, contracts and sales administration.
- Experience engaging with HR, Payroll or Finance decision makers would be beneficial.
- Exposure to fintech, financial services, employee benefits or HR technology would be advantageous.
- A relevant qualification in Sales, Business, Commerce or a related field would be advantageous.
- Must have the legal right to work in South Africa at the time of application.
Responsibilities
- Work closely with Relationship Managers to convert sales opportunities within the existing corporate client base, managing the process from initial introduction through to successful closure.
- Conduct client meetings to understand business requirements and present suitable financial wellness and employee benefit solutions.
- Engage with HR, Payroll and Finance decision makers, handling objections and negotiating commercial terms.
- Prepare sales proposals and coordinate service level agreements through to signature.
- Manage and maintain an accurate sales pipeline, ensuring consistent follow up and progress against agreed targets.
- Coordinate the handover of signed clients to implementation and operational teams.
- Maintain sales tracking systems, including Monday.com, and ensure accurate client and pipeline information.
- Prepare sales reports, monitor conversion rates and support sales planning.
- Support sales partner relationships and opportunities across the broader product portfolio.
- Collaborate with internal teams to ensure a coordinated and professional client experience.
Job details
- Organisation
- Capital H Staffing
- Location
- Stellenbosch, Western Cape
- Job type
- Full time
- Experience level
- Mid
- Category
- Sales & Business Dev
- Application Method
- Apply manually
Success Guide
This role is a great fit if you enjoy building relationships and closing deals in a B2B setting. Since the company is in fintech, it helps to show your understanding of financial wellness or employee benefits in your application. When applying, make sure your CV clearly shows your sales achievements and any experience with CRM tools like Monday.com. In the interview, be ready to talk about how you manage a sales pipeline and handle negotiations. Remember to include your current salary and notice period as requested. Good luck!
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