Sales Operations Lead

This job is with Finastra, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
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.

What will you contribute?
This role supports the Global Sales Operations Head in executing governance, reporting, and GTM alignment activities across both corporate and retail lending sales teams. The individual will be instrumental in maintaining operational excellence, coordinating across multiple stakeholders, and supporting data-driven decision making.

The role suits someone detail-oriented, highly organized, and proficient in tools like Excel, PowerPoint, Power BI, and Salesforce. Prior experience in sales operations or business support within software, financial services, or consulting is highly preferred.

Key Responsibilities

• Support sales governance and rhythm-of-business processes by preparing dashboards, reports, and presentations.
• Ensure pipeline hygiene and data quality across Salesforce and other CRM tools.
• Build and maintain operational reporting using Excel and Power BI, ensuring accuracy and timely delivery.
• Assist in the creation of operational business review decks and other executive-level materials.
• Track GTM initiatives and follow up with regional stakeholders on key deliverables.
• Manage intake of internal requests and coordinate across functions (Sales, Marketing, Product, Delivery).
• Provide light administrative support including meeting scheduling, documentation, and task follow-ups.

Required Skills & Qualifications

• 5+ years in a Sales Operations, Admin, or Analyst role, ideally in fintech, banking, software, or consulting.
• Strong command of Excel and PowerPoint.
• Familiarity with Power BI or other dashboarding tools.
• Working knowledge of Salesforce or similar CRM platforms.
• Excellent organizational and multitasking skills.
• Proactive mindset and ability to work with minimal supervision.
• Strong communication skills-both written and verbal.

Preferred Attributes

• Self-starter with high attention to detail.
• Collaborative team player with a service-oriented attitude.
• Curious and ready to learn new tools and approaches.
• Comfortable working in a global, fast-paced environment.

Benefits
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, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
• 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, , , , ).
• 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.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra