Business Operations Manager (Test Only)

Who We Are

At Remotely, we connect exceptional offshore professionals in the Philippines with global businesses looking to scale efficiently. We’re committed to building meaningful work opportunities that empower skilled talent to deliver real impact – anytime, anywhere.

Who the Client Is

The client operates in the commercial finance space, supporting businesses with funding solutions, particularly within the renewable energy sector. They are focused on building strong industry partnerships while developing efficient, scalable systems to support ongoing growth.

Role Overview

We are looking for a highly capable Sales Operations Lead who can take full ownership of sales operations and CRM systems. This role is suited for someone who not only picks up and executes existing processes accurately and efficiently, but can also design, improve, and scale new systems and processes to support business growth.

This role will work closely with leadership to ensure operational efficiency, data accuracy, and clear visibility across the sales pipeline. The ideal candidate is proactive, detail-oriented, and experienced in building and refining processes independently. This is a high-impact role with strong growth potential, including the opportunity to step into a team leadership position as the business expands.

Key Responsibilities

Own and manage the CRM system (Pipedrive CRM), ensuring accuracy, structure, and real-time tracking of all partner and deal activity
Design, improve, and implement scalable sales processes, workflows, and systems
Build and maintain efficient pipeline management frameworks, ensuring consistent tracking of leads and deal progression
Establish and enforce best practices for CRM usage, data integrity, and operational consistency
Analyse pipeline performance and identify opportunities to improve conversion rates and efficiency
Create and maintain clear documentation for processes, workflows, and standard operating procedures
Oversee onboarding workflows, including partner setup and helping prospects to leverage tools and resources
Manage deal creation and lifecycle tracking from application through to completion
Introduce automation and tools to streamline operations and reduce manual work
Provide reporting and actionable insights to support decision-making
Identify operational gaps and proactively implement solutions
Collaborate closely with leadership to support business growth initiatives

Requirements

Qualifications & Skills

• 5+ years of experience in sales operations, CRM management, or similar roles
• Proven experience building, improving, and scaling operational processes or systems
• Strong experience with CRM platforms, preferably Pipedrive or similar
• Excellent organisational skills with high attention to detail and data accuracy
• Strong analytical mindset with the ability to interpret data and drive improvements
• Ability to work autonomously and take full ownership of responsibilities
• Experience managing pipelines, tracking performance, and improving workflows
• Strong written and verbal English communication skills
• Experience with tools such as DocuSign or similar platforms is a plus
• Proactive, dependable, and solutions-focused

Work Arrangement & Expectations

• Fully remote role aligning with Australian time zone (AEST)
• Full-time engagement
• Work directly with leadership and play a key role in operational decision-making
• Communication via email and WhatsApp
• High level of autonomy with expectations of ownership and initiative
• Opportunity to grow into a manager role as the business scales
• Exposure to building and improving systems in a growing business environment
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