About The Position

The North American Sales Strategy & Operations team seeks an experienced Sales Operations Lead for the Financial Services Division. This role partners with sales leadership to support go-to-market strategy and execute strategic priorities. The ideal candidate has strong business and financial acumen with broad technical skills, sales and marketing expertise with comfort diving deep into data, a hands-on approach and willingness to "roll up their sleeves", and excellent communication skills across technical and non-technical stakeholders globally.

Requirements

  • 5+ years of Microsoft Excel experience
  • Bachelor's degree in Business Administration, Finance, Economics, Computer Science, Engineering, or related field
  • Experience with sales CRM tools such as Salesforce or similar software
  • Experience defining, refining and implementing sales processes, procedures and policies or equivalent

Nice To Haves

  • 5+ years of finance, business management and sales operations experience
  • Experience working within a high-growth, technology company

Responsibilities

  • Lead rhythm of business activities: Annual Planning, Forecasting, Operational Strategy, Monthly/Quarterly Business Reviews, and metrics reporting
  • Work cross-functionally with Business Development, Marketing, Professional Services, and Partner teams across the extended Enterprise Sales organization

Benefits

  • health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage)
  • 401(k) matching
  • paid time off
  • parental leave
  • sign-on payments
  • restricted stock units (RSUs)
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