Position Details

Type Full-Time

Experience mid

Exp. Years 4+ years

Education Bachelor's degree in Business Administration, Finance, or a related field.

Category Operations & Logistics

About this role

Sales Operations Leader to optimize and scale the sales tech stack and GTM tools for a fast-paced fintech SaaS company, collaborating with VP of Sales, Customer Success, Marketing, and Finance.

Key Responsibilities

Design & improve reporting on sales & account performance
Monitor and analyze sales metrics
Manage and optimize the sales tech stack (Zoho CRM, tools)
Research, design, and implement GTM tools including AI-based tools
Collaborate with VP of Sales to manage the sales pipeline

Technical Overview

Tech stack includes Zoho CRM, sales automation, analytics platforms, and AI-based GTM tools; responsibilities include forecasting and reporting.

Ideal Candidate

A data-drivenSales Operations Leader with 4+ years in a B2B SaaS fintech environment, strong experience with Zoho CRM, and a track record of building and optimizing sales processes and GTM tooling.

Must-Have Skills

Bachelor's degree in Business AdministrationFinanceor a related field.

Tools & Platforms

Zoho CRM

Required Skills

Bachelor's degreeZoho CRMsales automationanalytics platformsGTM toolsAI-based toolsforecastingCRMExcelproject managementstakeholder management

Hard Skills

Zoho CRMSales automationAnalytics platformsGTM toolsAI-based toolsForecasting

Soft Skills

AnalyticalStakeholder managementCommunicationProject managementAmbiguity management

Industry & Role

Industry Fintech

Job Function Enhance sales processes and tooling to drive performance and alignment across sales, finance, and marketing

Role Subtype sales operations

Keywords for Your Resume

Sales Operations LeaderZoho CRMsales automation toolsanalytics platformsAI-based toolsGTMCRMforecastsales pipelineincentivescommission planssales budgetingfinance collaborationdata-drivenstakeholder managementExcelremoteb2b saasfintechzoho crmsales operationscrmforecastingai-based toolsgtmanalytics

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