At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
As a Sales Operations Analyst, you will play a key role in supporting the sales organization by ensuring operational excellence, maintaining CRM data integrity, and delivering actionable business insights. You will collaborate closely with sales teams and cross-functional stakeholders to optimize processes, support deal execution, and drive data-driven decision-making.
This is an excellent opportunity for a highly analytical and detail-oriented professional who enjoys problem-solving, process improvement, and working in a fast-paced, collaborative environment.
Responsibilities & Deliverables
As a Sales Operations Analyst, you will:
- Provide operational support to the sales organization by resolving requests and inquiries submitted through the Sales Operations Support Services queue.
- Support Executive Deal Desk activities, including documenting discussions, tracking action items, and ensuring CRM records are accurately maintained.
- Partner with stakeholders to develop reports, dashboards, and analyses that support business priorities and sales performance monitoring.
- Gather business requirements and recommend effective solutions to address operational challenges and process gaps.
- Contribute to the continuous improvement of sales processes, systems, and best practices.
- Deliver guidance and training to regional sales teams on Salesforce and pricing-related processes.
- Support CRM enhancement initiatives by documenting business requirements, test scenarios, and user acceptance testing activities.
- Assist with testing and validation of system changes prior to production deployment.
- Help ensure high standards of data quality, reporting accuracy, and operational efficiency across the sales organization.
- Leverage AI to enhance productivity, streamline routine tasks, validate outputs against trusted sources, and translate AI-generated insights into informed business decisions.
Required Experience
- Bachelor's degree.
- Strong analytical and problem-solving skills with the ability to interpret data and translate insights into recommendations.
- Advanced proficiency in Microsoft Excel and strong presentation skills using PowerPoint.
- Working knowledge of CRM platforms, with Salesforce experience considered an advantage.
- Understanding of sales processes, pipeline management, forecasting, and reporting practices is a plus.
- Ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
What We Are Looking For
- A proactive and self-motivated professional who takes ownership and drives results.
- Strong attention to detail and commitment to data accuracy.
- A naturally curious and analytical mindset.
- Excellent communication and stakeholder management skills.
- A collaborative team player who can build effective relationships across functions and regions.
- Adaptability and willingness to learn new systems, tools, and processes.
- The ability to work independently while managing competing priorities and deadlines.
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 stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Skills Required
- Bachelor's degree
- Strong analytical and problem-solving skills
- Ability to interpret data and translate insights into recommendations
- Advanced proficiency in Microsoft Excel
- Strong presentation skills using Microsoft PowerPoint
- Working knowledge of CRM platforms
- Salesforce experience
- Understanding of sales processes, pipeline management, forecasting, and reporting practices
- Ability to manage multiple priorities with accuracy and attention to detail
- Excellent communication and stakeholder management skills
- Ability to work independently and manage competing priorities and deadlines
Finastra Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Finastra and has not been reviewed or approved by Finastra.
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Leave & Time Off Breadth — Leave is positioned as flexible/“unlimited” in many roles, which can support work-life balance when team norms allow it. Hybrid/flexible working is also framed as a core part of the overall rewards experience.
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Parental & Family Support — Parental leave is described as relatively generous in the US, with multiple references to roughly three months (or around 12 weeks) fully paid and equal leave for mothers and fathers. This is repeatedly highlighted as a meaningful component of the benefits package.
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Wellbeing & Lifestyle Benefits — Wellbeing support is emphasized through offerings like an Employee Assistance Program and TaskHuman coaching, alongside volunteering time off and employee networks. These programs broaden total rewards beyond cash compensation.
Finastra Insights
What We Do
At Finastra our purpose is to unlock the power of finance for everyone & redefine finance for good. We’re the orchestrator of open finance; building and delivering innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We’re one of the world’s largest FinTechs, working with over 9,000 customers including 90 of the top 100 banks globally. We’re creating a pioneering open platform that’s disrupting the financial industry, changing how financial software is developed and used. We believe in collaboration for innovation, to unlock the potential of people, businesses and communities. We have an unmatched portfolio of financial software and deliver mission critical solutions for financial institutions of all sizes, on premises or in the cloud. Our open architecture and platform approach embrace a wide ecosystem of partners and co innovators. Together we're leading the way in which applications are written, deployed and consumed in the world of financial services. Our people mission is to be the most loved and inclusive fintech company in the world; a mission we take seriously. DE&I factors into everything we do and every decision we make as a business. When you join Finastra, you open up a world of possibilities. With us, you can supercharge financial institutions, big tech and fintech while also building a more inclusive finance industry. We believe our people thrive when given the opportunity to be their authentic selves and we trust our people to work how, when and where they want; this is OPENworking. Our 2+ policy provides the perfect mix of focused work at home, coupled with the meaningful connection that comes from in person collaboration, coaching and community. We're rolling out a new programme where our people take as much leave as they need; we do not count vacation days and we trust our people to work in a way that suits them, when it suits them. Come join the future of Fintech, and make your world. OPEN.
