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.
Senior Manager, Chief of Staff Office (CRO)
Role Summary
The Senior Manager, Chief of Staff Office plays a critical role in enabling the Chief Revenue Officer (CRO) and Chief of Staff to execute the organization's revenue strategy. This role serves as a strategic operator, driving governance, business performance management, executive communications, sales planning, forecasting discipline, and cross-functional execution across the global sales organization.
Working closely with sales leadership, operations, finance, strategy, and regional teams, this individual ensures the CRO is prepared for key business reviews, customer engagements, leadership forums, and board-level discussions. The role requires a unique blend of strategic thinking, operational rigor, executive-level communication, and program management excellence.
Key Responsibilities
Business Governance & Performance Management
- Establish and maintain governance processes that drive accountability across the sales organization.
- Develop and manage executive dashboards, KPIs, and performance reporting for the CRO and leadership team.
- Monitor progress against revenue, pipeline, forecasting, customer, and operational objectives.
- Identify performance trends, risks, and opportunities, providing actionable recommendations to leadership.
- Coordinate monthly, quarterly, and annual business reviews across regions and functions.
Executive Support & Leadership Enablement
- Partner with the Chief of Staff to ensure the CRO is fully prepared for executive meetings, leadership reviews, board discussions, and operating reviews.
- Create executive briefing materials, strategic summaries, and decision-support content.
- Develop customer meeting briefing documents that synthesize account strategy, relationship history, commercial opportunities, risks, and desired outcomes.
- Prepare executive talking points, presentations, and communications for internal and external audiences.
Strategic Planning & Business Integration
- Translate strategic priorities into coordinated action plans across regions, teams, and functions.
- Consolidate inputs from sales, customer success, product, marketing, finance, and operations teams into coherent executive narratives.
- Support annual planning cycles, territory planning, sales capacity planning, and operating rhythm activities.
- Connect geographic and functional priorities into a unified view of business performance and execution.
Sales Planning & Forecast Management
- Coordinate and manage the sales planning process across the organization.
- Lead forecasting governance, ensuring consistency, accuracy, and accountability across regional teams.
- Partner with sales leaders and finance to identify forecast risks, opportunities, and required interventions.
- Drive executive reporting and leadership reviews related to bookings, pipeline, revenue performance, and forecast attainment.
- Support quarterly and annual target-setting activities.
Cross-Functional Program Management
- Track and manage key CRO deliverables, commitments, and strategic initiatives.
- Coordinate inputs from multiple stakeholders to ensure timely and high-quality execution.
- Maintain visibility of dependencies, risks, decisions, and actions across the broader leadership team.
- Drive follow-up and accountability for executive action items and business commitments.
Executive Communications
- Produce concise, executive-level communications for senior leadership audiences.
- Draft leadership updates, business reviews, talking points, strategic narratives, and presentation materials.
- Translate complex business information into clear and compelling executive messages.
- Ensure messaging is aligned across leadership communications and strategic initiatives.
Process Improvement & Automation
- Identify opportunities to automate reporting, governance processes, sales workflows, and executive reporting.
- Leverage technology, analytics, and AI-driven solutions to improve efficiency and reduce manual effort.
- Champion a culture of continuous improvement and operational excellence.
- Evaluate new tools, processes, and capabilities that support sales execution and management visibility.
Qualifications
Experience
- Extensive experience in business operations, sales operations, strategy, management consulting, chief of staff, or revenue operations roles.
- Experience supporting executive leadership teams and operating in fast-paced, high-growth environments.
- Proven experience managing executive-level reporting, forecasting, and business performance processes.
- Experience leading cross-functional initiatives involving multiple stakeholders and senior leaders.
- Expe