Serve as the right-hand strategic partner to the Product Sales Leader for Money Management, driving go-to-market strategy, operational processes, forecasting, performance analytics, and cross-functional initiatives to optimize sales efficiency and growth.
Salary not listed
On-site7+ YOERevenue Operations
About the role
Responsibilities
Collaborate with Sales leadership and cross-functional stakeholders in developing go-to market strategy, resource plan and key performance metrics.
Create and manage operational processes such as territory planning and target setting.
Work cross-functionally to investigate and conduct analysis on system and operational issues.
Develop and execute initiatives designed to optimize sales team efficiency and productivity.
Drive rhythm of business (forecasting, pipeline council, monthly / quarterly business reviews) with strong operational rigor.
Provide insights on key performance metrics and priorities (e.g. weekly, monthly, quarterly business reviews), identify key roadblocks to progress, and work efficiently to remove them.
Provide business analytic strength to help drive initiatives critical to ongoing growth and provide key insights for business leadership to support strategic decision-making.
Drive critical projects and initiatives and drive alignment with cross-functional teams across the organization by developing detailed project plans with activity based milestones.
Oversee implementation of enabling systems and tools, working closely with internal systems teams.
Minimum Requirements
7+ years of sales strategy and operations experience in a high-tech growth environment, or operational experience in investment banking, management consulting, private equity, venture capital, or business insights / analytics roles.
Knowledge of sales data such as customer accounts, opportunities and revenue.
Bachelor's Degree in a related field (e.g. Finance, Business, Engineering, Mathematics).
Strong business acumen and distinctive problem solving and analysis skills. Ability to solve complex and diverse business problems (commercial, operational, organizational).
Exceptional analytical skills and a structured approach to solving unique business problems.
Advanced SQL and Excel skills to include experience financial modelling.
Experience working with large data sets, especially in analyzing large imperfect data sets to solve problems and creating scalable reports and dashboards or ad-hoc analysis.
Stakeholder management experience - with strong communication and influencing skills.
Self-starter and comfortable dealing with ambiguity.
Communicate clearly, proactively, and concisely.
Works well under pressure, with a high degree of adaptability and flexibility in a fast-paced and frequently changing environment.
An enthusiastic "roll up your sleeves" mentality.
Preferred Qualifications
MBA or higher degree in an analytical field.
Prior experience at a growth stage Internet/software company or FinTech.
Proficiency in BI visualization tools (e.g. Tableau).
Experience in Salesforce.com as a user and report developer.
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