Analyst, Sales Operations (Fintech)

TL;DR

Analyst, Sales Operations (Fintech): Supporting hirify.global’s commercial engine across the full sales lifecycle with an accent on contract execution, sales funnel support, post-sale change management, and CRM data hygiene. Focus on resolving contract-related issues, unblocking deals, and maintaining high-quality data for decision-making.

Location: Hybrid in-office operation in New York, Austin, King of Prussia, or Phoenix.

Salary: $60,000–$75,000 base

Company

hirify.global is a financial technology company redefining how people save for retirement, education, and healthcare needs, enabling over 350,000 businesses and nearly 1.5 Million active savers.

What you will do

• Act as a primary point of support for contract generation, review coordination, and execution tracking.
• Support active opportunities by resolving data gaps, routing issues, and process blockers.
• Manage post-sale changes such as amendments, pricing updates, and account structure updates.
• Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
• Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership and assist with process documentation.
• Assist with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
• Hands-on experience with Salesforce CRM.
• Strong attention to detail and comfort managing high-volume, transactional work.
• Strong communication and follow-up skills, especially when working cross-functionally.
• Proficiency in Excel / Google Sheets and basic reporting.

Nice to have

• Experience supporting a deal desk or contracting workflow.
• Familiarity with post-sale change management processes.
• Salesforce Admin experience or certification.
• Prior experience supporting sales teams directly.
• Exposure to financial services, fintech, or private markets.
• Experience with data cleanup, enrichment, or CRM governance initiatives.

Culture & Benefits

• Competitive health coverage and generous vacation offering.
• Hybrid office policy in Midtown Manhattan, Austin, King of Prussia, and Phoenix.
• Dedicated Employee Wellbeing Committee.
• Great 401(k) plan.
• Opportunity to receive new hire equity.

Hiring process

• Initial 1-2 conversations with team members about hirify.global, your experience, and interests.
• Skill or experience screen (e.g., coding interview, portfolio review, deeper experience call).
• Virtual or in-person interview panel.
• References check stage with current or former supervisor and peer.