Sales Operations Specialist

Finastra; Lisboa; Hybrid; EUR 42,000 - 64,000; Full time

Benefits offered by this job

Unlimited vacation

Hybrid working arrangements

Employee Assistance Program

Health insurance

Retirement plans

Volunteer time off

Inclusion programs

Career development

Recognition program

Job summary

Finastra Lisboa is seeking a Sales Operations Analyst to support the sales organization by ensuring operational excellence, maintaining CRM data integrity, and delivering actionable business insights. You will collaborate closely with sales teams and cross-functional stakeholders to optimize processes, support deal execution, and drive data-driven decision-making.

This is an excellent opportunity for a highly analytical and detail-oriented professional who enjoys problem-solving, process

Qualifications

• Bachelor’s degree required.
• Strong analytical and problem-solving skills with the ability to interpret data and translate insights into recommendations.
• Advanced proficiency in Microsoft Excel and strong presentation skills using PowerPoint.
• Working knowledge of CRM platforms, with Salesforce experience considered an advantage.
• Understanding of sales processes, pipeline management, forecasting, and reporting practices is a plus.
• Ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.

Responsibilities

• Provide operational support to the sales organization by resolving requests and inquiries submitted through the Sales Operations Support Services queue.
• Support Executive Deal Desk activities, including documenting discussions, tracking action items, and ensuring CRM records are accurately maintained.
• Partner with stakeholders to develop reports, dashboards, and analyses that support business priorities and sales performance monitoring.
• Gather business requirements and recommend effective solutions to address operational challenges and process gaps.
• Contribute to the continuous improvement of sales processes, systems, and best practices.
• Deliver guidance and training to regional sales teams on Salesforce and pricing-related processes.
• Support CRM enhancement initiatives by documenting business requirements, test scenarios, and user acceptance testing activities.
• Assist with testing and validation of system changes prior to production deployment.
• Help ensure high standards of data quality, reporting accuracy, and operational efficiency across the sales organization.
• Leverage AI to enhance productivity, streamline routine tasks, validate outputs against trusted sources, and translate AI-generated insights into informed business decisions.

Skills

Analytical thinking

Excel proficiency

Presentation skills

Education

Bachelor's degree

Tools

Salesforce

Job description

Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

What will you contribute?

As a Sales Operations Analyst, you will play a key role in supporting the sales organization by ensuring operational excellence, maintaining CRM data integrity, and delivering actionable business insights. You will collaborate closely with sales teams and cross-functional stakeholders to optimize processes, support deal execution, and drive data-driven decision-making.

This is an excellent opportunity for a highly analytical and detail-oriented professional who enjoys problem-solving, process improvement, and working in a fast-paced, collaborative environment.

Responsibilities & Deliverables

As a Sales Operations Analyst, you will:

• Provide operational support to the sales organization by resolving requests and inquiries submitted through the Sales Operations Support Services queue.
• Support Executive Deal Desk activities, including documenting discussions, tracking action items, and ensuring CRM records are accurately maintained.
• Partner with stakeholders to develop reports, dashboards, and analyses that support business priorities and sales performance monitoring.
• Gather business requirements and recommend effective solutions to address operational challenges and process gaps.
• Contribute to the continuous improvement of sales processes, systems, and best practices.
• Deliver guidance and training to regional sales teams on Salesforce and pricing-related processes.
• Support CRM enhancement initiatives by documenting business requirements, test scenarios, and user acceptance testing activities.
• Assist with testing and validation of system changes prior to production deployment.
• Help ensure high standards of data quality, reporting accuracy, and operational efficiency across the sales organization.
• Leverage AI to enhance productivity, streamline routine tasks, validate outputs against trusted sources, and translate AI-generated insights into informed business decisions.

Required Experience

• Bachelor’s degree.
• Strong analytical and problem-solving skills with the ability to interpret data and translate insights into recommendations.
• Advanced proficiency in Microsoft Excel and strong presentation skills using PowerPoint.
• Working knowledge of CRM platforms, with Salesforce experience considered an advantage.
• Understanding of sales processes, pipeline management, forecasting, and reporting practices is a plus.
• Ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.

What We Are Looking For

• A proactive and self-motivated professional who takes ownership and drives results.
• Strong attention to detail and commitment to data accuracy.
• A naturally curious and analytical mindset.
• Excellent communication and stakeholder management skills.
• A collaborative team player who can build effective relationships across functions and regions.
• Adaptability and willingness to learn new systems, tools, and processes.
• The ability to work independently while managing competing priorities and deadlines.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:

• Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
• Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
• Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
• Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

*Specific benefits may vary by location.

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.

Be unique. Be exceptional. Help us make a difference at Finastra.