Sales Operations Specialist

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.

Responsibilities & Deliverables:

• Your deliverables as a Sales Operations Analyst will include, but are not limited to, the following:

• Resolving issues raised by the sales organization via the Sales Operations Support Services ticket queue.

• Partake in weekly Executive Deal Desk meetings in an administrative function to ensure all points are captured, and the CRM system is updated accordingly with actions to be followed on.

• Work with business partners in the creation of quality reports and analysis based on their needs – e.g. focus opportunity reports from Salesforce.com, and sales performance metrics in Microsoft Excel.

• Gather requirements and suggest appropriate solutions

• Contribute to continually improve business processes

• Provide regional sales with ad-hoc Salesforce.com and pricing training

• Assist in the documentation of CRM tool change requests – Business Requirements, Test Scripts, etc.

• Assist in pre-production testing of CRM change requests.

Qualifications:

• Degree from a top-tier university, ideally within an analytical or mathematical discipline

• 1-5 years of experience

• Excellent working knowledge of Microsoft Excel and PowerPoint

• Understanding of the role CRM systems (Salesforce.com preferred) have within the sales organization

• The ideal candidate will have experience working within a sales or sales operations environment within a software organization

Candidate Attributes:

• High level of focus and energy

• Analytical mind set

• Desire to learn new processes

• Proactive self-starter, able to work unsupervised within agreed timeframes.

• Excellent written and verbal communication skills.

• Strong social skills, able to work effectively with diverse stakeholders within the organization.

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 uphold:

·       Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

·       Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.

·       Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

·       Sustainability: Benefit from paid time off for volunteering and donation matching.

·       DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

·       Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

·       Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

*Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra!