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For Companies At a Glance
- 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.
Operations Manager, Professional Services employer: Trintech
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 interviews will set you apart.
✨Tip Number 2
Brush up on your financial operations knowledge, particularly around billing processes. Being able to discuss how you’ve managed invoicing or financial tracking in previous roles will show that you understand the financial aspects of operations management.
✨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 ready where you worked with Sales, Finance, or Legal will highlight your ability to work effectively across departments.
✨Tip Number 4
Showcase your experience with project planning tools and any relevant certifications. If you have a PM certification or experience with BI/reporting tools like Power BI or Excel, make sure to mention these as they align well with the responsibilities of the Operations Manager role.
We think you need these skills to ace Operations Manager, Professional Services
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills for the Operations Manager position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 3+ years of experience in operations or project coordination, particularly in SaaS or consulting environments. Provide specific examples of how you've successfully managed projects or processes.
Showcase Technical Skills: Make sure to mention your hands-on experience with Salesforce, especially in project setup and reporting. If you have experience with BI tools like Power BI or Excel, include that as well to demonstrate your analytical capabilities.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also reflects your understanding of Trintech's core values. Show how you embody being Humble, Empowered, Reliable, and Open in your professional approach.
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.
✨Understand Financial Operations
As the position requires coordination with Finance for billing, having a solid grasp of financial operations and billing processes is crucial. Be ready to explain how you've managed billing milestones in previous roles.
✨Showcase Your Communication Skills
This role demands strong communication across various teams. Prepare examples of how you've successfully collaborated with Sales, Delivery, and Legal in past projects, highlighting your ability to convey complex information clearly.
✨Demonstrate Attention to Detail
With responsibilities like keeping documentation and templates up to date, showcasing your attention to detail is key. Bring examples of how you've ensured accuracy in your work and improved processes in previous positions.
