2 months ago
Sales Ops Support Analyst (Fintech)
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Job description
Text:
TL;DR
Sales Ops Support Analyst (Fintech): Managing the end-to-end lifecycle of customer agreements and sales transactions with an accent on contract drafting, process documentation, and quote creation. Focus on bridging the gap between Sales, Legal, and Finance teams to ensure operational accuracy and compliance within a regulated financial services environment.
Location: Onsite in Atlanta, Georgia
Company
is a technology company transforming financial institutions through an API-first, experience-led ecosystem that integrates digital banking, account opening, and branch solutions.
What you will do
- Draft, review, and manage commercial documents including contracts, amendments, and statements of work.
- Translate complex business requirements into clear, accurate contractual language.
- Partner with Sales and Legal teams to negotiate and finalize agreement terms.
- Build and maintain sales quotes within Salesforce and CPQ platforms.
- Develop and maintain Standard Operating Procedures (SOPs) and process documentation.
- Facilitate efficient contract execution and support downstream billing and provisioning processes.
Requirements
- Minimum 3 years of experience in banking, financial services, or a related regulated industry.
- Strong proficiency in drafting, revising, and interpreting commercial agreements.
- Working knowledge of Salesforce.
- Exceptional written and verbal communication skills.
- Ability to work effectively with cross-functional stakeholders including Legal, Finance, and Operations.
- Strong organizational skills with the ability to manage multiple deadlines.
Nice to have
- Experience with Salesforce CPQ, Zuora, or ServiceNow.
- Background in deal desk, legal operations, or commercial operations.
- Proven ability to create detailed process documentation and SOPs.
- Understanding of billing and customer onboarding workflows.
Culture & Benefits
- Commitment to integrity, accountability, and ownership.
- Opportunity to work in a fast-paced, deadline-driven environment.
- Collaborative team culture focused on high-quality results and process improvement.
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