Sales Operations Specialist

PT2 Misys Spain Sl - Sucursal Em Portugal (Portugal Branch Of Misys Spain Sl); Lisboa; Híbrido; EUR 36 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Unlimited vacation

Hybrid working

Health insurance

Wellbeing support

Career development

Volunteer time off

Pension plan

Resumo da oferta

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

The ideal candidate has a Bachelor's degree, strong analytical skills, advanced Excel, and familiarity with CRM platforms (Salesforce preferred).

Qualificações

• Bachelor's degree required.
• Strong analytical and problem-solving skills with data interpretation.

Responsabilidades

• Provide operational support to the sales organization and resolve requests.
• Support Executive Deal Desk activities, document discussions, and maintain CRM records.
• Develop reports, dashboards, and analyses to monitor sales performance.

Conhecimentos

Analytical thinking

Problem solving

Data visualization

Stakeholder management

CRM interpretation

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Excel

PowerPoint

Descrição da oferta de emprego

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.

Benefits

• 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.

Company Culture

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.

At Finastra, our team members are the driving force behind everything we do. We’re building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey.

Whether you're a recent graduate ready to shape the future or a seasoned professional seeking your next challenge, you’ll play a pivotal role in delivering software solutions that redefine what’s possible in financial services.

We believe growth is a shared commitment. That’s why we offer a rich ecosystem of learning—from hands-on training and mentorship to leadership development and industry certifications.

You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future.

Our career development isn’t just a program—it’s a promise. With access to cutting-edge tools, a culture of collaboration, and a community that champions your success, you’ll be empowered to lead, challenge, and create meaningful change.

Because when we grow together, we innovate together—and that’s how we shape what’s next in finance.

We offer incredible career opportunities and your work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers.

There is a huge range of engaging projects where you can get stuck-in and add value whilst taking advantage of our ongoing development opportunities to build and hone your skills in your chosen area.

Our perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives.

Join us to supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both your professional and personal growth.

With us, you can grow, innovate, and make a real impact.

At Finastra, we are proud of the wide range of incentives and benefits we offer our employees globally, reflecting our core values: doing well by doing good, putting people first, and open opportunities.

We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well‑being programmes.

Highlights include our Flexible Vacation Policy, inclusive people policies, hybrid working framework, and comprehensive well‑being support through initiatives like the Employee Assistance Program, the wellbeing Champions and our monthly events and initiatives.

Additionally, we emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development.

Recognition of our employees' efforts is integral, with our global recognition platform and regular employee feedback surveys shaping our inclusive and supportive workplace culture.

At Finastra, we are committed to creating a workplace where you feel valued and respected. We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem.

This philosophy is at the heart of our culture and the way we work.

The Company privacy policy can be found here Finastra Privacy Policy