Strategic Operations Manager (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Strategic Operations Manager - Partnerships (Fintech): Building and scaling a category-defining Partner Program for a digital banking platform with an accent on revenue planning, sales enablement, and operational infrastructure. Focus on designing end-to-end sales processes, leveraging complex data for actionable insights, and collaborating cross-functionally to drive partner engagement and growth.
Location: Must be based in or able to work in New York City
Salary: $166,500 – $203,500 USD
Company
is a digital banking platform providing financial clarity and control to small business owners.
What you will do
- Own revenue planning, including annual planning, quota design, territory modeling, and headcount forecasting.
- Design, document, and improve the end-to-end sales process for the Partner Sales channel.
- Build dashboards and reporting frameworks to provide real-time visibility into channel health and pipeline trends.
- Administer and optimize CRM workflows (Salesforce, HubSpot) and internal tooling.
- Collaborate cross-functionally with Marketing, Product, Finance, and RevOps to ensure alignment on company revenue goals.
- Analyze funnel conversion, partner engagement, and client outcomes to inform strategic program improvements.
Requirements
- 4+ years of experience in sales enablement, partnerships, strategy, or sales operations.
- Must be eligible to work in the United States.
- Strong analytical skills with the ability to turn complex data sets into actionable insights.
- Proficiency in CRM platforms like Salesforce or HubSpot and BI/reporting tools like Metabase or Looker.
- Proven ability to define and scale operations in a high-growth environment.
- Ability to communicate effectively across cross-functional teams and translate complexity into clarity.
Nice to have
- Experience in fintech or SMB-focused SaaS environments.
- Familiarity with data infrastructure (dbt, BigQuery, Snowflake).
- Experience working with AI agents or LLM-based applications in production.
- Experience supporting sales-assisted hybrid go-to-market motions.
Culture & Benefits
- Focus on autonomy, growth, and ownership of outcomes rather than tasks.
- Direct feedback culture aimed at learning and professional development.
- Opportunity to build a critical business function from the ground up.
- Impact-driven work environment where compensation is linked to results.
Hiring process
- Initial 45-minute video call with the Director of Revenue Operations and Director of Sales.
- Take-home case study followed by a 60-minute team interview.
- Final 45-minute interview with a member of the Leadership team.
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