What are the responsibilities and job description for the Sales Operations Analyst position at Finastra?
Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
The Sales Operations Analyst plays an instrumental role in supporting the Sales Leadership Team through business insight, driving internal sales processes, identifying areas for improvement, and executing on them to support profitable sales growth.
Responsibilities
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
The Sales Operations Analyst plays an instrumental role in supporting the Sales Leadership Team through business insight, driving internal sales processes, identifying areas for improvement, and executing on them to support profitable sales growth.
Responsibilities
- “Own” end-to-end sales operations for your assigned remit of responsibilities (Business Unit or Region).
- Provide recurring and one-off analysis and recommendations to Sales Leaders regarding current and future business trends: Pipeline, linearity/velocity, attainment projections, etc.
- Manage the sales forecast and pipeline framework.
- Create and maintain “one version of the truth” for Sales analytics and KPIs.
- Drive adoption of CRM tools and processes across the sales function and ensure quality of CRM data (opportunity/account).
- Ensure end-to-end alignment of Demand Generation, Deal Execution, Forecast/pipeline, and performance management.
- Support effective end-to-end sales process execution leveraging shared services teams and aligning with other sales supporting teams (Commercial finance, Business Development, Revenue Risk Officers).
- Drive the annual sales planning and territory optimization: Regional sales planning, quota allocations, input to incentive programs, deployment of resources, territory assignments.
- Support the alignment of Go-To-Market activities with operational processes for efficient planning and execution.
- 5 years of relevant experience in sales operations, finance operations, or a similar business supporting role.
- Outstanding organizational and relationship-building skills, with experience as a business partner to senior sales leaders.
- Ability to work well in a cross-functional, global environment.
- Excellent communication skills in English.
- Ability to educate and gain acceptance and adherence to processes and usage of systems from the Sales Teams and Leaders.
- Innovative thought process and approach to work, with demonstrable skills in process improvements.
- Very strong analytical skills with a quantitative/financial approach to problem-solving.
- Experience with business systems such as CRMs (Salesforce is a plus), analytics, and data visualization tools (PowerBI is a plus).
- Advanced skills in Excel and PowerPoint.
- A bachelor's degree is required.
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
- Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
- Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
- Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
- ESG: Benefit from paid time off for volunteering and donation matching.
- DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
- Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
- Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
- Specific benefits may vary by location.
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.