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- Tasks: Support project setup, billing, reporting, and process optimisation in a dynamic team.
- Company: Join Trintech, a multi-award-winning cloud-based Fintech provider.
- Benefits: Enjoy a collaborative culture with opportunities for growth and development.
- Why this job: Be the operational engine behind successful projects and make a real impact.
- Qualifications: 3+ years in operations or project coordination; Salesforce experience is essential.
- Other info: We value diversity and are committed to an inclusive recruitment process.
The predicted salary is between 36000 - 60000 £ per year.
Trintech is a multi-award-winning cloud-based Fintech provider and we're seeking an analytical and collaborative Operations Manager to join our dynamic EMEA Professional Services team! You’ll be the operational engine supporting project setup, billing, reporting, and process optimization. You’ll collaborate closely with Sales, Delivery, Finance, and Legal, helping ensure that every services engagement runs smoothly and efficiently—behind the scenes and in front of customers.
WHAT YOU'LL DO
- Create and maintain Salesforce projects, ensuring clean data and accurate setup
- Track billing milestones and coordinate with Finance for timely invoicing
- Build and maintain dashboards and reports in Salesforce for leadership visibility
- Partner with Sales and Legal to draft and align Statements of Work (SOWs)
- Keep services documentation and templates up to date (SOWs, pricing, resource forecasts)
- Support pre-sales scoping and delivery planning
- Coordinate with global teams to ensure consistent processes across regions
- Handoff project summaries to Customer Success after go-lives
- Contribute to collateral updates and internal service playbooks
- Drive continuous improvements in how we deliver and scale services
WHO YOU ARE
- 3+ years in operations, project coordination, or professional services (SaaS/consulting preferred)
- Strong hands-on experience in Salesforce, especially project setup & reporting
- Solid understanding of financial operations and billing processes
- Excellent attention to detail and structured in how you manage processes
- Strong communicator, comfortable working cross-functionally
- Familiarity with project planning tools (PM certification is a plus)
- BI/reporting tool experience (e.g., Salesforce reports, Power BI, Excel pivots)
At our core, Trintechers stand committed to fostering a culture rooted in our core values – Humble, Empowered, Reliable, and Open. Together, these values guide our actions, define our identity, and inspire us to continuously strive for excellence in everything we do.
Should you require (or need) accommodations throughout any stage of the recruitment process, please provide your requirements to recruiting@trintech.com and we will work with you to accommodate your needs.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Contact Detail:
Trintech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager, Professional Services
✨Tip Number 1
Familiarise yourself with Salesforce, especially its project setup and reporting features. Since this role heavily relies on Salesforce for tracking projects and billing, demonstrating your proficiency in this tool during discussions can set you apart.
✨Tip Number 2
Brush up on your understanding of financial operations and billing processes. Being able to discuss how you’ve managed invoicing or billing milestones in previous roles will show that you’re ready to hit the ground running.
✨Tip Number 3
Prepare examples of how you've successfully collaborated with cross-functional teams in the past. This role requires strong communication skills, so having specific instances where you’ve worked with Sales, Finance, or Legal will highlight your ability to thrive in a collaborative environment.
✨Tip Number 4
Showcase your experience with BI/reporting tools like Power BI or Excel pivots. Being able to create insightful dashboards and reports is crucial for this position, so be ready to discuss how you’ve used these tools to drive decision-making in your previous roles.
We think you need these skills to ace Operations Manager, Professional Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations, project coordination, and professional services. Emphasise your hands-on experience with Salesforce and any familiarity with financial operations.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how your skills align with the responsibilities listed in the job description, such as your experience with billing processes and project management.
Showcase Your Communication Skills: Since the role requires strong communication across various teams, include examples in your application that demonstrate your ability to collaborate effectively. Highlight any experience working cross-functionally or drafting Statements of Work.
Highlight Continuous Improvement Initiatives: Discuss any past experiences where you contributed to process optimisation or improvements in service delivery. This will show your alignment with Trintech's commitment to excellence and continuous improvement.
How to prepare for a job interview at Trintech
✨Know Your Salesforce Inside Out
Since the role heavily involves Salesforce for project setup and reporting, make sure you brush up on your Salesforce skills. Be prepared to discuss your experience with creating projects, maintaining data integrity, and generating reports.
✨Demonstrate Your Attention to Detail
The job requires excellent attention to detail, especially in managing processes and documentation. Bring examples of how you've successfully managed complex projects or billing processes in the past, highlighting your structured approach.
✨Showcase Your Cross-Functional Collaboration Skills
As you'll be working closely with Sales, Delivery, Finance, and Legal teams, be ready to share experiences where you've effectively collaborated across departments. Highlight any specific challenges you faced and how you overcame them.
✨Prepare for Questions on Continuous Improvement
The role emphasises driving continuous improvements in service delivery. Think of instances where you've identified inefficiencies and implemented changes that led to better outcomes. Be ready to discuss these examples in detail.
