Senior Manager, CRO Business Operations

USM Finastra USA Corporation; Atlanta (GA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work arrangements

Flexible vacation policy

Job summary

Finastra in Atlanta, GA is seeking a Senior Manager, Chief of Staff Office to enable the CRO and senior leadership to execute the revenue strategy. You will drive governance, performance management, executive communications, and cross‑functional execution across global sales teams.

Ideal candidates bring extensive business/sales operations experience, plus strong forecasting, reporting, and stakeholder management skills to align regional priorities with global objectives and ensure strategic

Qualifications

• Extensive experience in business operations, sales operations, strategy, or revenue operations.
• Experience supporting executive leadership teams in fast-paced, high-growth environments.
• Proven experience with executive reporting, forecasting, and business performance processes.
• Experience leading cross-functional initiatives with senior leaders.

Responsibilities

• Establish and maintain governance processes with dashboards, KPIs, and reports.
• Prepare executive materials and briefing documents for CRO and leadership.
• Translate strategic priorities into coordinated action plans across regions.
• Lead forecasting governance and risk assessment with finance and sales leaders.
• Coordinate quarterly and annual business reviews across functions.
• Drive automation and process improvements for reporting and governance.

Skills

Strategic thinking

Executive communication

Presentation skills

Project management

CRM & forecasting

Stakeholder influence

Attention to detail

Tools

CRM platforms

Sales analytics tools

Forecasting tools

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.

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. Experience managing operational or sales operations teams.

Skills & Competencies

Exceptional strategic thinking and business acumen. Strong executive communication and presentation development skills. Outstanding written communication with the ability to create board‑ and executive‑level content. Advanced analytical and problem‑solving capabilities. Strong project and program management skills. Experience with CRM platforms, sales analytics, and forecasting methodologies. Ability to influence without direct authority and drive alignment across diverse stakeholder groups. Highly organized with strong attention to detail and execution discipline.

Success Profile

The ideal candidate combines the strategic mindset of a business leader, the communication skills of an executive advisor, and the operational rigor of a senior sales operations professional. They are comfortable working with executives, synthesizing complex information, driving accountability across teams, and ensuring the CRO and Chief of Staff can focus on high‑value strategic priorities with confidence that execution is being managed effectively.

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.

Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.

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.

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