Field Sales Operations Lead, GSO - NAMER Sales Operations

Position Overview

The North American Sales Strategy, Operations and Enablement (SSOE) team is seeking a driven, experienced Sales Operations Lead for the Financial Services Industry. In this hands-on role, you will be a key business stakeholder and partner to sales leadership, collaborating across Business Development, Marketing, Professional Services, and the Partner team. You will support the go-to-market strategy and drive key business activities including Annual Planning, Forecasting, Operational Strategy, Monthly and Quarterly Business Reviews, and other reporting and metrics. Candidates with strong business and financial acumen, technical skills, as well as a willingness to "roll up their sleeves" will thrive in this role.

Key Responsibilities

• Act as a business partner to sales leadership.
• Help define the go-to-market strategy.
• Work cross functionally to execute strategic priorities.
• Support the rhythm of business activities (e.g., Annual Planning, Forecasting, Business Reviews).
• Identify reporting issues and process gaps, driving timely resolution.

Required Qualifications

• 10+ years of Microsoft Excel experience.
• Bachelor's degree or equivalent.
• Experience developing and implementing systems/tools for CRM, variable compensation, revenue reporting, forecasting, and Salesforce automation.
• Experience defining, refining, and implementing sales processes, procedures, and policies.
• Experience using Salesforce (or other CRM tool) or BI tools.
• Experience presenting to senior leadership.

Benefits & Perks

• Compensation: Base pay ranges from $120,500/year in the lowest geographic market up to $199,300/year in the highest market. Additional forms of compensation such as equity and sign-on payments may be provided.
• Full range of medical, financial, and other benefits.
• Work/Life Balance with flexible working culture.
• Opportunities for mentorship, career growth, and continuous learning.
• Inclusive culture that values diverse experiences and supports employee-led affinity groups.