Manager - Sales Operations

Posted 3 Hours Ago
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Hiring Remotely in United States
Remote or Hybrid
Senior level
Fintech • Software
We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
Partner with sales leadership to improve forecast accuracy, analyze pipeline health, build quota and territory models, create KPI dashboards, optimize GTM processes, and present data-driven recommendations to executives to drive revenue and operational efficiency in a SaaS environment.
Summary Generated by Built In
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
We are seeking a Sales Operations Business Partner to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:

  • Sales Forecasting & Pipeline
    • Drive forecast accuracy across sales teams
    • Evaluate pipeline health, conversion trends, and deal risks
    • Highlight gaps and provide actionable recommendations

    Revenue Planning
    • Build models for quotas, territories, and revenue forecasts
    • Run scenario analysis to guide strategic decisions
    • Identify growth and efficiency opportunities

    Reporting & Analytics
    • Create dashboards to track KPIs and performance trends
    • Turn complex data into clear, actionable insights
    • Enable leadership with data-backed recommendations

    Process & GTM Optimization
    • Streamline sales processes and implement scalable improvements
    • Partner cross-functionally to align go-to-market strategy
    • Drive operational efficiency across teams

    Executive Communication
    • Deliver forecasts, business reviews, and strategic insights
    • Influence leadership through clear, concise storytelling
    • Support alignment on priorities and performance

Qualifications:
  • Experience: 5+ years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
  • T echnical Skills:
    • Proficiency in CRM systems (Salesforce preferred).
    • Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
  • Core Competencies:
    • Advanced analytical and financial modeling capabilities.
    • Excellent communication and presentation skills.
    • A bility to manage multiple priorities in a fast-paced environment.
  • Education: Bachelor's degree in Business, Finance, Economics, or related field

It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote

Skills Required

  • 5+ years in Sales Operations, Revenue Operations, or related analytical roles within SaaS
  • Proficiency in CRM systems
  • Salesforce experience (preferred)
  • Experience with data visualization tools (Tableau, Power BI)
  • Experience with planning platforms (Anaplan or similar)
  • Advanced analytical and financial modeling capabilities
  • Excellent communication and presentation skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Bachelor's degree in Business, Finance, Economics, or related field

What the Team is Saying

Stephen
James Menke
Dan Leib
Chris Tanger
Dan Leib
Dan Leib

DFIN Compensation & Benefits Highlights

  • Leave & Time Off Breadth Paid time off, holidays, sick leave, and paid parental leave are highlighted, with some roles using flexible or “unlimited” PTO. A “Fully Flex Work Arrangement” and remote options are also promoted as part of the package.
  • Parental & Family Support Paid parental leave for both parents and family supports such as adoption assistance and childcare are described across official and third‑party listings. Short‑term disability and return‑to‑work support further reinforce family coverage.
  • Retirement Support A 401(k) with company matching and tax‑advantaged accounts (FSA/HSA) are presented as core offerings. These elements indicate structured savings support as part of total rewards.

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The Company
HQ: Chicago, IL
1,750 Employees
Year Founded: 2016

What We Do

DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.

Why Work With Us

DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.

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DFIN Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We operate in a fully flexible work environment. Our employees can continue to work remotely, our offices remain open and available for collaboration.

Typical time on-site: Flexible
Company Office Image
HQChicago, IL
Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.

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