Sales Operations Consultant (Fintech)

TL;DR

Sales Operations Consultant (Fintech): Managing the North American commercial operations and sales pipeline with an accent on data integrity, process standardization, and Salesforce administration. Focus on delivering actionable insights to regional leadership and driving cross-functional process improvements across the lead-to-contract lifecycle.

Location: Must be based in Toronto (Hybrid model)

Salary: $129,280 – $179,280 CAD

Company

hirify.global is a leading global provider of integrated investment management solutions and an independent subsidiary of the Deutsche Börse Group.

What you will do

• Maintain data accuracy and integrity for opportunities and quotes within Salesforce for the North American region.
• Build and manage Salesforce dashboards and reports to provide actionable insights to Sales leadership.
• Perform regular audits and data cleansing to resolve discrepancies across commercial systems.
• Design and document standardized process improvements for global implementation.
• Partner with Finance, Legal, and Customer Success to ensure alignment across the lead-to-contract process.
• Act as the primary point of escalation for quote-related issues and policy compliance.

Requirements

• 3–5 years of experience in sales operations, revenue operations, or quote-to-cash support.
• Hands-on experience with Salesforce CRM, including reporting and data management.
• Strong analytical skills with the ability to translate complex data into actionable recommendations.
• Excellent written and verbal communication skills in English.
• Familiarity with the end-to-end lead-to-contract lifecycle.
• Ability to manage competing priorities in a fast-paced, global environment.

Nice to have

• Salesforce Administrator certification.
• Experience in the financial services or investment management industry.
• Experience with AI tooling.

Culture & Benefits

• Hybrid work model with flexible working hours.
• Competitive salary, annual discretionary bonus, and pension scheme.
• Comprehensive benefits including health and dental care.
• Group RRSP/TFSA participation.
• Individualized professional development and skills training.