At a Glance
- Tasks: Manage operations for project setup, billing, and reporting 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 backbone of exciting projects and make a real impact.
- Qualifications: 3+ years in operations or project coordination, with Salesforce experience preferred.
- Other info: We value diversity and are committed to an inclusive recruitment process.
The predicted salary is between 43200 - 72000 £ per year.
Trintech is a multi-award-winning cloud-based Fintech provider and we are 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 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 (City of London)
✨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 the interview 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 these aspects in previous roles will show that you’re ready to handle the operational engine of the team.
✨Tip Number 3
Prepare examples of how you've collaborated cross-functionally in past positions. This role requires working closely with Sales, Delivery, Finance, and Legal, so showcasing your teamwork skills will be crucial.
✨Tip Number 4
Highlight any experience you have with project planning tools or BI/reporting tools like Power BI or Excel pivots. This will demonstrate your ability to manage processes and provide insights effectively, which is key for the Operations Manager role.
We think you need these skills to ace Operations Manager, Professional Services (City of London)
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 financial operations knowledge.
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, provide examples in your application that demonstrate your ability to collaborate effectively. This could include past experiences where you worked cross-functionally or managed stakeholder expectations.
Highlight Continuous Improvement Initiatives: Trintech values continuous improvement, so mention any initiatives you've led or contributed to that enhanced operational efficiency or service delivery. This will show your proactive approach and alignment with their core values.
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 it, including any specific projects you've managed using the platform.
✨Demonstrate Your Financial Acumen
Understanding financial operations and billing processes is crucial for this position. Be ready to share examples of how you've successfully managed billing milestones or coordinated with finance teams in previous roles.
✨Showcase Your Communication Skills
As the role requires collaboration across various departments, highlight your communication skills. Prepare examples of how you've effectively worked with sales, legal, and other teams to ensure smooth project delivery.
✨Emphasise Continuous Improvement
Trintech values continuous improvement, so be prepared to discuss how you've driven process optimisations in past roles. Share specific instances where your initiatives led to enhanced efficiency or service delivery.