Sales Operations Manager

Brown Brothers Harriman•Boston, MA

About The Position

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. About Us Our mission is to reinvent how financial services firms create, manage, and execute their data integrations and transformations. Today that process stretches across multiple teams, tools, and handoffs - slow to build, expensive to maintain, and nearly impossible to change. We collapse it into a single AI-native platform that business users can operate without writing a ticket, while engineering teams retain the governance and security controls they require. We're growing our founding team now. Role Overview We are seeking an experienced and commercially minded Sales Operations Manager to help build and scale the revenue engine of a newly launching fintech business serving financial services organizations, including asset managers, asset servicers, pension funds, fintech providers, investment banks and commercial banks. This is a foundational hire in a start-up environment. The successful candidate will work with the CRO and founding team to design, implement and scale the systems, processes, reporting and analytics that underpin a high-performing sales function. The role requires both strategic thinking and hands-on execution, working closely with the CRO and client-facing teams to drive revenue growth and operational excellence. Career Opportunity As one of the first commercial hires, this role offers the opportunity to shape the company’s enterprise sales capability from inception. As the team expands, there may be a pathway from individual contributor to leadership responsibility, depending on performance and business growth. This is a rare opportunity to define and scale enterprise sales within a high-growth fintech business delivering transformational technology to the global financial services industry.

Requirements

Experience serving financial services organizations across the buy side and sell side, fintech’s or market infrastructure providers.
Understanding of buy-side and sell-side technology ecosystems.
3+ years’ experience in Sales Operations or Revenue Operations within a B2B SaaS environment.
Experience supporting client-facing sales teams.
Proven track record in designing and scaling systems and processes in high-growth environments.
Strong analytical capability with advanced proficiency in Excel and business intelligence tools (e.g. Tableau, Power BI).
Experience using enterprise-grade CRM systems (Salesforce strongly preferred).
Demonstrated ability to manage complex projects and influence cross-functional stakeholders.
Strong communication skills with the ability to present insights clearly to senior leadership.
Comfortable operating in a fast-paced start-up environment.
Able to think strategically while operating tactically and hands-on.
Experience working with early-stage, evolving product solutions.

Nice To Haves

Exposure to AI-enabled sales planning or forecasting tools.
As the company grows line management experience would be advantageous
Experience working with Marketing would be advantageous especially early stage pipeline development including SDR and BDR exposure
External and client facing experience would be beneficial
Understanding of AI and Large Language Models (LLMs) would be beneficial
Understanding of Data flows both structured and unstructured would be beneficial
Commercially astute and data-driven.
Structured and process-oriented.
Comfortable with ambiguity and building from first principles.
High attention to detail with strong organisational skills.
Collaborative and able to build credibility across teams.
Desire to progress understanding of the Product in particular AI and use cases within financial services
Able to operate with C Suite of the business including CRO and CEO

Responsibilities

Partner with the CRO and sales leadership to support business development initiatives.
Provide operational support to client-facing teams, including RFP coordination and sales documentation.
Help structure and optimise the end-to-end sales cycle from lead generation to deal close.
Design, implement and continuously improve scalable sales processes.
Surface and identify friction in the sales cycle with a focus on improving conversion rates and cycle times.
Establish best practices that can scale with company growth.
Own and manage the sales forecasting process in partnership with the CRO.
Develop and maintain pipeline visibility, quota tracking and performance dashboards.
Build a data-driven revenue operations framework to support strategic decision-making.
Deliver executive-ready reporting and insights on pipeline health and revenue performance.
Administer and optimise Salesforce (or equivalent enterprise CRM).
Ensure high data quality, governance and user adoption across the sales team.
Manage and integrate the broader sales technology stack, including BI and reporting tools
Evaluate and implement AI-driven planning and forecasting tools where appropriate. E.g. RFP/RFI proposal software
Collaborate with sales and marketing to provide tools, content and training that improve sales effectiveness.
Support onboarding and ongoing enablement initiatives.
Support the CRO to design, manage and administer commission plans.
Ensure accurate calculation, processing and transparent reporting of sales commissions.
Responsible for producing structured management information for leadership and board reporting.
Translate complex data into clear business insights for executive audiences.