Sales Operations Business Partner (Fintech)

TL;DR

Sales Operations Business Partner (Fintech): Supporting the sales organization by driving operational efficiency and enabling data-driven decisions, with an accent on accurate forecasting and planning. Focus on revenue planning, delivering actionable insights, and optimizing sales processes in a fast-paced SaaS environment.

Location: Must be based in the US

Company

hirify.global delivers innovative software and service solutions for essential financial reporting and capital markets transactions.

What you will do

• Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals.
• Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors.
• Develop financial models to support quota setting, territory planning, and revenue projections.
• Build and maintain dashboards and reports to track KPIs, trends, and performance metrics.
• Identify process gaps and implement best practices to improve efficiency and scalability.

Requirements

• 5+ years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
• Proficiency in CRM systems (Salesforce preferred).
• Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
• Advanced analytical and financial modeling capabilities.
• Excellent communication and presentation skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Bachelor’s degree in Business, Finance, Economics, or related field.

Culture & Benefits

• Competitive compensation.
• Flexible workplace.
• Comprehensive benefits.
• Opportunities for professional growth.