Business Operations Manager (Fintech)

TL;DR

Business Operations Manager (Fintech): Driving operational excellence for the post-sales team, focusing on initiatives that accelerate customer value from ideation to execution. Focus on strategic analyses, process optimization, and data cleanliness within the GTM tech stack.

Location: This team works in person 5 days a week at our SoHo office in NYC.

Salary: $160,000 - $220,000

Company

hirify.global is the AI platform for investors and bankers that generates alpha and drives upside.

What you will do

• Act as a thought partner to post-sales teams and adjacent GTM leaders to uncover insights into the performance of the business and implement programs to enhance our post sales functions.
• Lead strategic analyses to identify trends, gaps, and opportunities for process optimization and lead cross-functional projects to drive those optimizations.
• Design, build and manage a model that guides resource allocation globally by vertical.
• Drive risk & upsell forecasting and provide actionable recommendations and process improvements to manage at-risk accounts.
• Ensure data cleanliness and accuracy within the GTM tech stack.
• Collaborate with Revenue Operations team on top-line metrics analyses, commission inquiries and disputes, and other ad hoc reporting requests.

Requirements

• 5+ years of progressive experience in revenue/customer success/technical solutions strategy and operations or equivalent role at a high growth SaaS company; bonus if you have experience in management consulting or banking as well.
• Strong analytical skills; ability to thoughtfully structure analyses, answer key business questions, and drive decision making.
• Experience in fast-paced environments and be comfortable working both as part of a team and independently.
• Demonstrated ability to prioritize workload and manage multiple concurrent projects.
• Experience building Salesforce reports and dashboards, knowledge of how SFDC applications integrate with each other, and ability to enable team on SFDC best practices and related tools.
• Familiarity with related GTM systems (Salesforce, Hubspot, Gong, Outreach, Apollo, Clay, etc.).

Culture & Benefits

• PTO: Unlimited
• Insurance: Medical + Dental + Vision + 401K + Wellness Benefits
• Eats: Catered lunch daily + doordash dinner credit
• Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent
• Fertility benefits: $15k lifetime benefit
• New hire equity grant: competitive equity package with unmatched upside potential