HOW TO APPLY
Click the "Apply" button above or follow this link to review and respond to our questionnaire:
https://app.notion.com/p/finsight-group/d6d0fc8b26fe83e1a24281450f591278?pvs=106
ABOUT FINSIGHT
FINSIGHT is an NYC based financial technology company specializing in SaaS platforms designed for the capital market and corporate finance industry. These services, used individually or as an integrated suite, provide an invisible infrastructure behind the world's largest debt, equity and sell-side offerings. Today, our clients include; the largest global investment banks, fortune 1000 companies and the leading PE / VC firms.
We are a team of disciplined, motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients. FINSIGHT is headquartered in midtown Manhattan with offices in London, Dubai, Hong Kong, Singapore, Miami and Toronto. Founded in 2013 we remain privately held, employee owned and profitable.
ROLE OVERVIEW
We’re searching for a Sales Operations Lead to join FINSIGHT. In this role, your primary mission is to eliminate manual data entry, streamline our tech stack, identify opportunities to leverage AI agents and optimize our sales process. We are looking for a mid-to-senior level expert with experience in sales operations, data management, AI implementation and Salesforce administration. You will report directly to the President of FINSIGHT.
Key Responsibilities
- Help design, implement and drive adoption of sales processes and automations that improve sales and sales management’s visibility and support data-driven decision making.
- Identify opportunities to leverage AI, AI agents, Google Scripts and automations to optimize reporting, scale self-service analytics, and accelerate stakeholder decision-making.
- Manage and execute internal requests, sheets, reports, updates and integrations into and from Salesforce, Quickbooks, Notion and other services.
- Work cross functionally with operations, finance and marketing to support key initiatives through clear, actionable analysis and reporting.
- Lead, train and develop a team of Sales Operation Analysts to help you accomplish the tasks outlined.
WHAT YOU BRING
- Experience: 3-5 years of experience in Sales Operations, Revenue Operations, or Systems Architecture (ideally in B2B SaaS or financial services).
- Salesforce Admin Certification: Deep experience administering and configuring Salesforce (flows, validations, integrations) is required.
- Experience implementing AI Agents and automations: 1-2 years of experience designing and implementing AI agents into a sales or operations process.
- Technical Skills: Strong proficiency Excel, Claude Code, Gemini, OpenAI, Google Apps Script and similar tools.
- Alignment to FINSIGHT Core Values: operate with integrity, take initiative, commit to excellence, be positive, be a team player, get it done.
- Communication: Ability to distill complex data structures into simple, actionable steps for sales reps and clean summaries for management.
WHAT WE OFFER
Compensation
- $100,000 to $130,000 annually (Base Salary + Commission + Bonus)
Benefits
- 3-weeks of paid vacation; 1-week paid sick leave
- Comprehensive medical, dental, vision, and life insurance
- Paid maternity / paternity leave
- Fully stocked snack room
LOCATION
*This is an in-office position.
