Manager, Revenue and Sales Operations

Location: New York, NY

About the Company

Our client is a fast-growing financial technology firm that’s transforming global markets through innovation and advanced technology. With a mission to make financial systems more efficient, transparent, and accessible, the company partners with leading banks and institutional investors to deliver cutting-edge solutions that unlock capital, improve market performance, and drive sustainable growth. Backed by top-tier venture investors and led by a seasoned leadership team, the firm operates globally with offices in New York, London, and Tel Aviv.

About the Role

The Manager, Revenue and Sales Operations will play a key role within the Global Sales organization, driving data visibility, forecasting accuracy, and sales productivity. This position is ideal for someone who thrives at the intersection of data, process, and strategy, and is eager to make an impact in a dynamic, high-growth environment. The role reports directly to the Global Head of Sales and is based in New York City.

Key Responsibilities

Own end-to-end pipeline and sales performance reporting, including dashboards, KPIs, and executive insights
Drive forecasting accuracy in collaboration with Finance and Strategy, including sales targets, commission modeling, and revenue recognition alignment
Maintain CRM (Salesforce) data integrity, ensure user adoption, and manage enhancements and scalability
Define, document, and optimize sales processes, account planning, and follow-up systems to support client engagement, pipeline progression, and accountability
Deliver actionable analytics and reporting for Sales Leaders to assess performance, identify trends, and drive growth
Partner cross-functionally with Sales, Marketing, Finance, Strategy, and Operations to align and execute strategic goals
Support internal communications and sales meetings, including account planning sessions and team updates

Requirements

4–7 years of experience in Sales Operations, Revenue Operations, or Business Operations within a B2B SaaS or fintech company
Minimum 2 years of hands-on Salesforce administration experience
Strong analytical skills with proficiency in Excel and PowerPoint; experience with SQL or BI tools is a plus
Proven ability to manage cross-functional initiatives and implement scalable processes
Excellent communication, presentation, and stakeholder management skills
Experience in fast-paced, high-growth environments (startup or scale-up experience preferred)
Deep understanding of sales processes and best practices in sales operations
Ability to hold teams accountable while fostering strong relationships

EC1 Partners

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