Tareq Mhanna

Designed the business logic for a sales gamification SaaS platform from scratch, covering KPI scoring, tasks,
leaderboards, dashboards, and user journeys.
• Prepared BRD, user stories, workflows, and functional requirements while working closely with developers from
concept to launch.
• Analyzed sales operations for GCC clients with sales teams of 30-200+ members, AS-IS workflows, CRM usage, team
structures, and performance gaps.
• Proposed improved sales processes, KPI frameworks, commission schemes, workflows, and reporting models.
• Built a lead generation department from scratch, including playbooks, CRM pipeline flow, hiring, training, monitoring.
• Supported client stakeholders in turning sales challenges into practical process, reporting, and implementation
solutions.

Supported Sales, Lead Generation, and Onboarding operations across Jordan, KSA, and UAE, working with 200+
sales reps and 50+ lead generation team members.
• Owned KPI tracking, performance monitoring, and commission structures for sales-related teams.
• Supported CRM migration and payment integration projects by defining workflows and reporting needs.
• Coordinated with Finance, CX, Operations, and Marketing to improve sales-related processes and issue resolution.
• Managed sales order and invoice validation before Finance submission.
• Built a structured issue-tracking process for onboarding cases raised by sales teams.
• Awarded Ownership Mindset Award for exceptional performance.

Advised clients on insurance solutions aligned with financial and protection needs
• Designed customized insurance plans improving client satisfaction and retention

Developed marketing initiatives and identified market opportunities
• Conducted market trend and consumer behavior analysis
• Supported internal system and workflow improvements

B2B distribution of Low Current & Security Systems
• Led feasibility study and market assessment for launching the Riyadh branch
• Managed branch establishment including leasing, setup, procurement, and staffing
• Recruited and structured sales, technical, and warehouse teams
• Coordinated purchasing, inventory planning, and vendor relationships
• Developed relationships with contractors, distributors, and VIP clients
• Supported regional expansion by identifying opportunities across multiple cities

Promoted and sold retail banking products including personal loans, mortgage loans, and credit cards
• Supported new customer acquisition through account opening and relationship initiation
• Advised clients on suitable financial solutions based on needs and eligibility
• Coordinated with external banks and entities to facilitate required documentation and approvals

Coordinated operational and administrative activities across departments
• Prepared and distributed daily operational reports
• Supported pre-opening activities and departmental alignment