Hybrid Sales Operations, Account Support Manager

at FintechOS

• Job title: Sales Operations, Account Support Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Bucharest, Romania

About the role

• Sales Operations & Account Support Manager ensuring operational excellence and strong partnerships at FintechOS. This role bridges sales operations with client engagement while driving account growth.

Responsibilities

• 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