Senior Sales Operations Specialist (Zeema)

Wallex is a FinTech company providing a secure cryptocurrency exchange platform and digital asset payment solutions.

With a vision to become a leading global FinTech enterprise, Wallex is recognized as one of the largest cryptocurrency exchange platforms in Iran, supporting the online trading of over 130 cryptocurrencies.

We are seeking a Senior Sales Operations Specialist (Zeema) to manage case workflows, maintain accurate CRM and pipeline data, and support the Business Development team and partner network in driving efficient commercial operations.

Responsibilities:

• Receive and manage financing cases referred by Business Development Managers, provincial representatives, and banking partners.
• Review legal, financial, and credit documentation for completeness before submission to the Credit team.
• Track cases through credit assessment, approval, evaluation, and issuance, and provide timely status updates to relevant stakeholders.
• Follow up on missing documentation and operational issues with clients, representatives, and internal teams.
• Maintain accurate and up-to-date leads, opportunities, and case statuses in the CRM system.
• Monitor the sales funnel, identify bottlenecks, and prepare periodic reports on pipeline performance and conversion rates.
• Provide operational guidance to applicants, representatives, and bank branches regarding required documents and processes.
• Prepare standard agreements, assessment forms, pro forma invoices, and other supporting documents for the Business Development team.
• Coordinate meetings, document key action items, and follow up on execution.

Requirements:

• Minimum of 3–4 years of relevant experience in Sales Operations, Sales Support, Credit Operations, or credit application processing.
• Experience in financial institutions, crowdfunding platforms, leasing companies, banks, or FinTech businesses is considered an advantage.
• Strong proficiency in CRM systems and pipeline management.
• Advanced Microsoft Excel skills, including PivotTables, formulas, reporting, and dashboards.
• Familiarity with financial and credit documentation, bank guarantees, and financing or crowdfunding concepts.
• Strong attention to detail and accuracy in reviewing documents, numbers, and data.
• Strong follow-up, communication, and coordination skills.
• Ability to manage multiple cases and priorities simultaneously in a high-volume environment.
• Strong sense of accountability and ownership.

We build, not watch — This is where you belong!