Sales Operations Lead - AI & Salesforce Specialist

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

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