Sales Team Manager
Core
Lead and manage Advisor, Trainee Advisor, and Case Manager functions to drive sales performance, customer satisfaction, and compliance within a financial lending platform.
Role type
Senior Sales Team Manager
Builds
Sales and Case Manager departments for a credit score and report app
Domain
Financial Services / Credit Scoring
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Team leadership, sales performance management, coaching and mentoring, regulatory compliance, KPI definition, stakeholder management, process improvement, strategic alignment
Preferred skills
Customer-centric mindset, relationship building with lenders, technological process adoption
Technologies
None explicitly stated
Responsibilities
Lead and manage the Advisor, Trainee Advisor and Case Manager functions; Deliver an exceptional customer journey ensuring high satisfaction and optimal conversion rates; Oversee Sales and Case Manager departments maximizing profitability while maintaining compliance; Monitor call quality, customer file audits, and satisfaction metrics; Conduct regular performance reviews and provide coaching; Define and implement KPIs; Foster collaborations with internal teams and external lenders; Ensure full compliance with regulatory requirements and corporate governance.
Seniority
Senior, hands-on IC
