Sales Operations Analyst (Fintech)

Location: Remote, United States

Company

hirify.global provides digital insurance payment infrastructure for premiums and claim payments, serving insurance carriers through its Insurance Payments Network.

What you will do

• Provide operational, reporting, systems, process, and administrative support to Sales stakeholders.
• Coordinate RFPs, RFIs, security questionnaires, customer requests, and supporting documentation from intake through submission.
• Prepare pricing proposals, validate pricing data, and coordinate revisions with Sales, Business Intelligence, and Payment Operations.
• Manage Statement of Work, NDA, DocuSign, approval, signature, and document-archiving workflows.
• Coordinate customer handoffs, implementation checklists, sales win communications, and outstanding onboarding items.
• Administer sales platforms and content systems, support training and onboarding, and maintain Sales intranet resources.

Requirements

• Strong knowledge of Sales Operations processes, workflow management, reporting, and process improvement.
• Experience supporting CRM systems, preferably Salesforce, and administering business applications such as Responsive, Gong, Glean, LinkedIn Sales Navigator, or similar platforms.
• Strong analytical, problem-solving, communication, organizational, and attention-to-detail skills.
• Experience with document workflows, approvals, signatures, repository governance, SharePoint, and Microsoft Office applications.
• 2–4 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Support, Project Coordination, or a related field preferred.
• Bachelor’s degree in Business Administration, Operations, Finance, Information Systems, Marketing, Communications, or a related field preferred.

Nice to have

• Experience supporting SaaS, technology, insurance, financial services, or payments organizations.
• Experience with SafeBase, AM Best Users, or comparable sales and content-management platforms.

Culture & Benefits

• Remote work arrangement for the United States.
• Medical, dental, and vision insurance.
• 401(k) plan and commitment to work-life balance.
• Career advancement and internal growth opportunities.
• Periodic work outside standard business hours, including evenings and weekends, may be required.

Hiring process

• Employment is contingent upon successful completion of background screening requirements.
• Periodic background checks may be conducted during employment as permitted by applicable law and company policy.