Sales Operations Leader

Sorry, this job was removed at 06:13 p.m. (CST) on Friday, Aug 08, 2025
Hiring Remotely in United States
Remote
Fintech • Financial Services
The Role
About

Candex is a rapidly growing private global B2B fintech company on a mission to reshape the way businesses transact. Our tech-based solution makes purchasing fast and easy for enterprise buyers. Recognized in the ProcureTech 100 for Procurement Innovation, our SaaS Platform and accompanying services completely transform the buying experience for large companies around the globe. Buyers enjoy the simplicity of Candex for their purchases, vendors get paid faster, and procurement teams love the increased control they gain over purchases — Everyone wins!

We serve companies in the Global 2,000 and our existing clients include some of the world’s biggest corporations. We’ve raised over $85M from leading investors including Goldman Sachs, JP Morgan, American Express, Altos, Craft, and NFX. Available in almost 50 countries, Candex is expanding our already robust footprint and is looking for ambitious, fun people to join us on our mission to revolutionize the way businesses engage and pay their suppliers.

The Role

Candex is seeking a Sales Operations Leader to join our expanding sales team. In this pivotal role, you will enhance our sales processes, systems, and tools to improve efficiency and effectiveness. You'll lead new projects and work closely with the VP of Sales, leadership of our Customer Success teams, and teams in marketing & finance to ensure alignment and drive performance. This position is based on the East Coast, US.

Responsibilities

  • Design & improve reporting on sales & account performance
  • Monitor and analyze sales metrics and KPIs to identify areas for improvement and drive data-driven decision-making.
  • Manage and optimize the sales tech stack, currently including Zoho CRM, sales automation tools, and analytics platforms.
  • Research, design, and implement relevant GTM tools, including, but not limited to, AI-based tools
  • Collaborate with VP of Sales to manage the sales pipeline
  • Develop robust sales forecasts, alongside Finance
  • Ensure accurate and timely reporting of sales performance and provide insights to senior management.
  • Collaborate with finance to manage sales incentives, commission plans, and sales budgeting.

Qualifications

  • Bachelor's degree in Business Administration, Finance, or a related field.
  • 4+ years of professional experience, including sales operations, preferably within a B2B SaaS environment.
  • Experience utilizing and/or implementing GTM AI-based tools is a plus. 
  • Strong understanding of CRM systems and sales automation tools, experience with Zoho CRM is a plus.

Core Skills

  • Excellent analytical skills with the ability to interpret data and provide actionable insights.
  • Ability to turn feedback and ideas into actionable projects
  • Excellent stakeholder management skills
  • Ability to operate when problems are ambiguous
  • Humble approach to work where you can span from large strategic tasks to also day-to-day operational fixes
  • Advanced Excel skills. 
  • Exceptional organizational and project management skills.
  • Strong written and verbal communication skills.
  • Ability to move projects forward and thrive in a fast-paced, dynamic environment.

Why Work With Us

  • We are humble, hungry, intelligent and collaborative 
  • Unlimited PTO and a flexible working environment
  • We offer comprehensive medical, dental, and vision, Flexible Spending Account,  Health Savings Account (with an employer contribution). 
  • We also provide Life Insurance, Short Term Disability and Long Term Disability 
  • Wellbeing benefits through Employee Assistance Program, Spring Health and OneMedical
  • 401(k) Retirement Plan
  • Home office set-up
  • Team-Building off-sites and outings
Equal Opportunity Employer

Studies indicate that individuals from marginalized backgrounds, including women, often choose to apply for positions only when they fulfill all listed requirements. However, if you find that this role resonates with you even though you don't match every criterion, we strongly encourage you to get in touch with us. Our commitment to being an equal opportunity employer drives us to cultivate a workplace that celebrates diversity and inclusivity, embracing individuals from various backgrounds. Our hiring process prioritizes skills and abilities, and our wide-reaching outlook is something we take great pride in. Feel free to reach out!

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The Company
New York, New York
124 Employees
Year Founded: 2016

What We Do

Candex is a fintech consolidator for large organizations so that they can make purchases from one-time, irregular and low risk suppliers using existing P2P processes. Candex operates globally managing setup, support, tax and regulatory complexity - making it simple, fast, and compliant to pay suppliers even across borders and cross currencies. Available in multiple deliveries, Candex works directly within existing e-procurement systems, via bulk uploads, or integrated into any workflow via API. In the end - Candex completely takes care of the 70-80% of vendors getting 3-5% of spend; ensures that "No PO, No Pay" becomes achievable; and the efficiency is so remarkable that our clients enter a sort of procurement zen.

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