Sales Operations

Hello, we are FintechOS

We're the global leader in fintech enablement, on a mission to make financial innovation accessible to every company.

As banking and insurance shift toward a life-centric economy, traditional models are being reshaped by value-added bundles, personalized offers, and instant access to services. At FintechOS, we empower organizations to lead this transformation with tools that enable rapid innovation, scalability, and regulatory compliance, without the need for costly core system replacements.

About the Role

We're looking for a Sales Operations & Account Support Manager to join our Sales team.

This role combines sales operations, partner management, and client support to ensure internal efficiency and strong external relationships. You'll drive operational excellence, streamline processes, and support compliance, while enabling account growth and long-term client trust through both data-driven insights and proactive engagement.

This is a great opportunity for someone who loves structure, thrives in fast-paced environments, and enjoys being the connector between teams and clients.

What You'll Be Doing

Sales & Partner Support

• Act as a key stakeholder in supporting the Sales team.
• Manage relationships with partners to ensure alignment and mutual success across joint accounts
• Contribute to business development and account growth initiatives.
• Support client-facing activities and maintain strong, trusted relationships.

Operational Management

• Handle Purchase Orders (POs) with 3rd parties when needed, managing communication with them on behalf of operational clients.
• Manage monthly and quarterly reconciliations and reporting of 3rd-party consumption.
• Coordinate internal/annual risk assessments initiated by clients, ensuring forms are circulated and completed with input from Legal, Security, and Finance.
• Support insurance policy renewals required by clients.
• Provide assistance in preparing client dossiers (e.g., outsourcing documentation, BNR submissions).

Simply put, you'll help make sure every client interaction reflects our promise of partnership, reliability, and excellence

Strategic Sales Operations

• Collaborate with Sales Leadership on forecasting, quota setting, territory design, and capacity planning.
• Analyze and streamline sales workflows, remove friction points, and champion operational best practices.
• Lead key sales ops initiatives (e.g., tool implementations, GTM process changes) from planning to execution.
• Guide teams through operational changes; deliver training and documentation to support adoption.
• Partner with Marketing, Customer Success, and Finance to align strategies, reporting, and planning.
• Serve as a trusted advisor to Sales Leadership on compensation plans, performance trends, and enablement needs.

Client Engagement & Proactivity

• Proactively propose and allocate client-facing actions (e.g., Business Continuity Plan updates, industry or product-related updates).
• Ensure high-quality communication and collaboration with clients and internal stakeholders.
• Serve as a reliable point of contact between clients, internal teams, and 3rd parties to streamline operations.

What You'll Need

• Professional experience in banking or financial institutions (strongly preferred).
• Proven project management skills, with the ability to coordinate multiple stakeholders and meet deadlines.
• Solid technical knowledge to understand SaaS product implications and 3rd-party integrations.
• Strong analytical skills with attention to detail, particularly in reporting, forecasting, and reconciliations.
• Excellent communication and collaboration skills, with ability to interact effectively across Sales, Legal, Security, Finance, and client teams.
• Experience with CRM tools (e.g., Salesforce) and reporting platforms is a plus.

Why Join Us?

This role offers a unique blend of sales operations and client account support responsibilities in a fast-paced SaaS environment. You'll:

• Play a key role in ensuring operational accuracy, compliance, and account growth.
• Gain exposure to sales strategy, forecasting, and GTM execution.
• Build trusted relationships with clients, partners, and cross-functional stakeholders.
• Work alongside Sales leadership, Account Directors, and international colleagues, giving you broad exposure and impact across the business.

Our Culture

• We're a driven team tackling major challenges in one of the world's largest industries.
• We strive to be a workplace where a diverse mix of talented people feel welcome, valued, and empowered to do their best work.
• Our commitment to diversity and inclusion is reflected in our people, partners, and customers.

Quick Facts

• Venture-backed, with headquarters in New York and London.
• Trusted by clients like Société Générale, Admiral Group, Vibrant, and TBI.
• Partner ecosystem includes Deloitte, EY, PwC, and other leading global and regional players.

This is your chance to play a key role in a fast-growing fintech scale-up, shaping how global banks and insurers innovate.