Hybrid Sales Operations, Account Support Manager

Posted last month

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About the role

  • Act as a key stakeholder in supporting the Sales team.
  • Manage relationships with partners to ensure alignment and mutual success across joint accounts.
  • Contribute to business development and account growth initiatives.
  • Support client-facing activities and maintain strong, trusted relationships.
  • Handle Purchase Orders (POs) with 3rd parties when needed, managing communication on behalf of operational clients.
  • Manage monthly and quarterly reconciliations and reporting of 3rd-party consumption.
  • Coordinate internal/annual risk assessments initiated by clients, ensuring forms are circulated and completed with input from Legal, Security, and Finance.
  • Support insurance policy renewals required by clients.
  • Provide assistance in preparing client dossiers (e.g., outsourcing documentation, BNR submissions).
  • Collaborate with Sales Leadership on forecasting, quota setting, territory design, and capacity planning.
  • Analyze and streamline sales workflows, remove friction points, and champion operational best practices.
  • Lead key sales ops initiatives from planning to execution.
  • Proactively propose and allocate client-facing actions (e.g., Business Continuity Plan updates).

Requirements

  • Professional experience in banking or financial institutions (strongly preferred).
  • Proven project management skills, with the ability to coordinate multiple stakeholders and meet deadlines.
  • Solid technical knowledge to understand SaaS product implications and 3rd-party integrations.
  • Strong analytical skills with attention to detail, particularly in reporting, forecasting, and reconciliations.
  • Excellent communication and collaboration skills, with ability to interact effectively across Sales, Legal, Security, Finance, and client teams.
  • Experience with CRM tools (e.g., Salesforce) and reporting platforms is a plus.

Benefits

  • Health insurance
  • Professional development opportunities
  • Flexible working arrangements
  • Paid time off

Job title

Sales Operations, Account Support Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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