InvestCloud
Global Sales Operations Manager
InvestCloud, New York, New York, us, 10261
About the Role
The Global Sales Operations Manager will play a critical role in managing and optimizing internal sales processes, providing data-driven insights to support senior leadership in driving revenue growth, working cross-functionally to define, implement, and improve pricing and packaging, and providing insights to improve sales efficiency and effectiveness.
What does a great Global Sales Operations Manager do?
The Global Sales Operations Manager is solution and process oriented, a strategic thinker, comfortable navigating ambiguity, and possesses strong financial and analytical acumen to build and drive data-driven decisions making throughout the sales process.
How you will provide meaningful contributions: Act as a critical member of the deal desk, coordinating and supporting decision making for structuring strategic deals and maintaining deal desk policies and procedures to ensure consistency and compliance across the organization Expand reporting and analytical capabilities to improve visibility across the sales cycle, surfacing actionable intelligence to improve sales efficiency and effectiveness. Work cross-functionally to develop and improve reporting and analytics, across the customer journey, providing a holistic and unified view of customer relationships Work cross-functionally to refine and improve pricing and packaging across the organization, including developing sophisticated pricing models, providing pricing insights to senior leadership, analyzing market trends and competitor pricing models, and structuring deals and commercial models for new and existing business Help design, implement, and manage incentive compensation planning for the organization Build and develop sophisticated market sizing and customer segmentation analysis, collaborating with business unit leaders to identify, analyze, and size new market opportunities. Basic Qualifications for Consideration :
5 years of experience in revenue operations, finance, or consulting, preferably including experience working in high growth SaaS companies Extensive experience with CRM systems (HubSpot or Salesforce), Excel, and Power BI Experience working in finance, deal desk, pricing, and/or planning and operations Experience working cross-functionally and managing senior level stakeholders Solution oriented, organized, strategic, analytical, and detail-oriented with strong communication skills Preferred Skills / Experience
7+ years experience in revenue operations, finance, or consulting, preferably including experience working in high growth SaaS companies Experience with Salesforce CPQ Demonstrated abilities to produce complex reporting and financial analysis. About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company's clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World's Top Fintech Company, a proof point of the company's commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.
Our Values
Client Connected Human Centered Technology Forward Respect + Integrity Excellence
The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $100,000 - $150,000
InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
#LI-BH1
The Global Sales Operations Manager will play a critical role in managing and optimizing internal sales processes, providing data-driven insights to support senior leadership in driving revenue growth, working cross-functionally to define, implement, and improve pricing and packaging, and providing insights to improve sales efficiency and effectiveness.
What does a great Global Sales Operations Manager do?
The Global Sales Operations Manager is solution and process oriented, a strategic thinker, comfortable navigating ambiguity, and possesses strong financial and analytical acumen to build and drive data-driven decisions making throughout the sales process.
How you will provide meaningful contributions: Act as a critical member of the deal desk, coordinating and supporting decision making for structuring strategic deals and maintaining deal desk policies and procedures to ensure consistency and compliance across the organization Expand reporting and analytical capabilities to improve visibility across the sales cycle, surfacing actionable intelligence to improve sales efficiency and effectiveness. Work cross-functionally to develop and improve reporting and analytics, across the customer journey, providing a holistic and unified view of customer relationships Work cross-functionally to refine and improve pricing and packaging across the organization, including developing sophisticated pricing models, providing pricing insights to senior leadership, analyzing market trends and competitor pricing models, and structuring deals and commercial models for new and existing business Help design, implement, and manage incentive compensation planning for the organization Build and develop sophisticated market sizing and customer segmentation analysis, collaborating with business unit leaders to identify, analyze, and size new market opportunities. Basic Qualifications for Consideration :
5 years of experience in revenue operations, finance, or consulting, preferably including experience working in high growth SaaS companies Extensive experience with CRM systems (HubSpot or Salesforce), Excel, and Power BI Experience working in finance, deal desk, pricing, and/or planning and operations Experience working cross-functionally and managing senior level stakeholders Solution oriented, organized, strategic, analytical, and detail-oriented with strong communication skills Preferred Skills / Experience
7+ years experience in revenue operations, finance, or consulting, preferably including experience working in high growth SaaS companies Experience with Salesforce CPQ Demonstrated abilities to produce complex reporting and financial analysis. About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company's clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World's Top Fintech Company, a proof point of the company's commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.
Our Values
Client Connected Human Centered Technology Forward Respect + Integrity Excellence
The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $100,000 - $150,000
InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
#LI-BH1