Sales Operations Manager - Lead Transfer

• Oversee the full account and transfer pipeline to ensure timely follow-ups and optimal conversion.
• Monitor account flow, transfer volume, and RTP performance to identify gaps and opportunities.
• Partner with leadership to adjust strategies based on pipeline trends and performance data.

• Ensure agents complete required daily activities and adhere to performance standards.
• Track and manage agent transfer volume and RTP goals.
• Coach and support agents to improve productivity, quality, and consistency.
• Hold agents accountable through regular performance reviews and real-time feedback.

• Manage account reassignments to maintain fairness, coverage, and performance optimization.
• Rebalance workloads based on agent capacity, performance, and business needs.
• Ensure smooth transitions when reassigning accounts to avoid disruption to clients or pipeline momentum.

• Own and manage the department budget related to spiffs and incentive programs.
• Design and implement incentive structures aligned with company goals and ROI expectations.
• Track incentive performance and payouts to ensure accuracy and budget compliance.
• Provide recommendations for leadership on incentive adjustments based on results.

• Develop and maintain a staffing plan aligned with forecasted lead volume and funding goals.
• Partner with recruiting and leadership on hiring needs, onboarding timelines, and headcount planning.
• Identify coverage gaps and proactively plan for peak periods, PTO, and attrition.

• Daily activity completion rates
• Transfer volume and conversion rates
• RTP and funding performance
• Agent productivity and efficiency ratios
• Budget adherence for spiffs and incentives
• Staffing coverage versus forecasted demand

• Strong leadership and coaching skills
• Proven experience in sales operations, pipeline management, or call-center environments
• Data-driven mindset with the ability to analyze performance metrics
• Budget management and incentive planning experience
• Excellent organizational, communication, and decision-making skills

• Works closely with Sales Leadership, Finance, Operations, and Recruiting to ensure alignment with company goals and performance expectations

• Base Salary: RD$80,000.00
• Variable Compensation: Up to US$1,200.00, based on performance
• Allowance: US$200.00

One Park Financial