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Sales Operations Manager

Pockyt

Pockyt

Sales & Business Development, Operations
Bogota, Colombia
Posted on May 13, 2025

About the Company

Pockyt is a fast-growing fintech powering real-time payouts, FX, and wallet-based payments across global markets. Our customers range from remittance platforms to digital marketplaces, content creators, and gaming giants — and we’re just getting started.

About the Role

We’re looking for a Sales Operations Manager to own and streamline our client onboarding process. This person will play a critical role in helping our clients go live faster, smoother, and smarter.

Responsibilities

  • Own the onboarding lifecycle post-contract: from Enhanced Due Diligence (EDD) to payout configurations
  • Coordinate across sales, compliance, and product to ensure each client is setup correctly
  • Track onboarding stages and unblock delays by proactively identifying missing data, incomplete forms, or partner reviews
  • Manage documentation and approvals with our network partners and FBOs
  • Maintain clean data in HubSpot and build dashboards that give visibility into onboarding velocity and revenue activation
  • Ensure smooth client transitions from Sales to Customer Success

Qualifications

3–5+ years experience in sales operations, onboarding, or client implementation (preferably in fintech or payments)

Required Skills

  • Understanding of KYC/KYB, EDD, payment flows, FX, and payout rails
  • Organized, proactive, and calm under pressure — you can juggle 15+ onboarding clients with different needs
  • Familiar with tools like HubSpot, Excel, Confluence, or Jira
  • A communicator who knows how to keep internal teams and external clients aligned