Head of Commercial Operations (ZR_25028_JOB)

This is a remote position.

• Flexible, anytime.​

• Hire, train, and manage a national network of BDMs focused on lead generation and client onboarding.
• Conduct regular coaching sessions and team check-ins.
• Build and manage BDM KPIs around lead quality, conversion, and revenue targets.
• Create a high-performance, compliant sales culture grounded in ethical advice and education.

• Identify, onboard, and nurture relationships with accountants, mortgage brokers, financial advisors, and SMSF-related professionals.
• Host and coordinate webinars, seminars, and in-person information sessions with referral partners and prospective clients.
• Develop scalable tools and templates for partner engagement.

• Refine CRM usage, pipeline tracking, and lead qualification systems.
• Build performance dashboards and lead conversion reports.
• Continuously improve sales workflows to reduce lead-to-conversion time.
• Ensure adherence to regulatory frameworks for SMSF marketing and client advice boundaries.

• Align commercial goals with marketing campaigns and compliance requirements.
• Collaborate with Finance and Legal to ensure risk-managed client onboarding.
• Report on commercial performance to executive leadership.
• Support budget planning, ROI tracking, and operational forecasting.

Requirements

• 8+ years of experience in commercial operations, sales leadership, or growth roles.
• Experience in financial services, property, or SMSF-related industries highly preferred.
• Proven ability to build and manage high-performing sales teams and partner channels.
• Strong understanding of regulatory and compliance considerations in financial advice and property investment.
• Proficient in CRM tools (e.g., HubSpot, Salesforce) and reporting platforms.
• Excellent interpersonal, leadership, and communication skills.
• Highly analytical, process-oriented, and outcomes-driven.

Independent Contractor Perk

• Permanent work-from-home
• Immediate hiring

Originally posted on Himalayas