Sales Operations Lead

Finsight Group Inc (FINSIGHT); New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Paid vacation

Sick leave

Health benefits

Job summary

FINSIGHT in New York City seeks a Sales Operations Lead to streamline our sales stack, eliminate manual data entry, and explore AI agents to accelerate decision making. You will report to the President and lead a team of Sales Operation Analysts, partnering with operations, finance and marketing to deliver clear, actionable insights.

The role requires 3–5 years in Sales Operations or Revenue Operations, Salesforce Admin certification, and experience implementing AI automation in a B2B SaaS or

Qualifications

• 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.

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.

Skills

Sales Operations

Salesforce Administration

AI Agents & Automations

Data Analysis

Excel Proficiency

Communication

Tools

Google Apps Script

Claude Code

Gemini

OpenAI

Job description

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

• Base Salary: $100,000 to $130,000 annually (plus commission & bonus)
• 3-weeks of paid vacation; 1-week paid sick leave
• Comprehensive medical, dental, vision, and life insurance