Senior Manager– Sales Strategy & Business Operations
FlexTrade
WorldwideremotePosted 2 months ago
Skill Required
Sales-OperationsBusiness-OperationsSales-StrategyAI-ImplementationSenior-Sales-Operations-ManagerSales-Strategy-And-Operations-ManagerSenior-Manager-Business-Operations-and-GrowthSales-Strategy-ManagerSenior-Commercial-Strategy-ManagerExcelGenerative AIEngineeringSalesforceanalyticaldevelopingPower BIanalyticsbuildingOpenAPIRustJiraAPIsRAGandAIFulltime
Key highlights
- 7+ years of progressive business or operations experience required.
- Bachelor’s degree (or higher) in Finance, Business Administration, Engineering, MBA, or equivalent.
- High proficiency in advanced Excel and Power BI.
- Strong understanding of Generative AI, including Context Engineering, RAG, and Agentic Workflows.
- Hands‑on experience with Microsoft Copilot, Claude CoWork, and public LLM APIs (OpenAI).
- Ability to lead and manage global transformation projects across sales and client services functions.
Role overview
The Manager - Sales Strategy & Business Operations reports to the Global Lead, Sales Strategy & Business Operations and serves as a self‑starter with a hands‑on consultative management style. This individual will identify, initiate, manage and control multiple short to medium‑term business initiatives and projects, working across global functions to enable key transformation initiatives focused on sales and client services.
Responsibilities
- Partner with multiple functional and line of business individuals globally including but not limited to: Sales, Client Services, Marketing, HR and Finance.
- Develop & improve analytics dashboards/reports for key stakeholders.
- Reinforce and maintain key operational metrics, market intelligence and improvement programs.
- Facilitate workshops/sprints for project management and tracking.
- Manage vendor relationships.
- Ensure Salesforce, LinkSquares and other tool data is up to date; relevant reports and dashboards are readily available for management.
- Partner with functional and line of business leaders globally to enhance/develop customized Copilot Agents in Microsoft Copilot, Claude CoWork, Salesforce (and potentially other solutions in future).
- Help improve AI adoption by working closely with key business/functional leads & teams.
- Author or correct JSON for agent configuration using Copilot Studio.
- Work with third‑party partners to understand developing AI technologies and contextualize/leverage that knowledge within the organization.
- Work closely with sales team members to monitor performance metrics and initiatives to ensure sales organization success.
- Ensure new initiatives are monitored and tracked diligently based on feedback from sales.
- Identify top market/competitor trends in sales and operations best practices to prioritize the right initiatives.
- Identify opportunities for sales process improvement and foster a continuous‑improvement environment.
- Capture client/broker feedback, analyze, synthesize, and present key pain‑points and improvement opportunities resulting in a project pipeline and prioritization.
- Analyze the end‑to‑end client services experience to identify and prioritize key issues and opportunities.
- Prioritize implementation of automated solutions through Salesforce and help prioritize roadmap initiatives based on business and client impact.
- Identify opportunities for process improvement and foster a continuous‑improvement environment within client services.
Requirements
- Bachelor’s degree (or higher) in Finance, Business Administration, Engineering, MBA, or equivalent.
- 7+ years in progressive functional business and/or operations roles with demonstrated experience in technology implementation/project management and/or sales improvement/transformation.
- Management/technology/business transformation experience.
- High proficiency in project management and analytical/data visualization tools such as advanced Excel and Power BI.
- Strong understanding of Generative AI with hands‑on experience in Context Engineering, Retrieval‑Augmented Generation (RAG), and Agentic Workflows.
- Experience working with modern AI‑assisted productivity tools such as Microsoft Copilot, Cursor, and Claude CoWork.
- Experience with public LLM APIs, such as OpenAI Response API and OpenAI Agents SDK.
- Ability to convey confidence, respect and trust, as well as maintain confidentiality of all company information.
- Strong ability to drive and manage global projects to completion, communicating a clear vision while effectively managing different stakeholders.
- Strong conflict resolution and problem‑solving abilities; ability to develop partnerships with functional teams.
Nice to have
- MBA or equivalent preferred.
- Previous experience working in a financial services and/or technology company.
- Familiarity with Trading and Order/Execution Management Systems and/or subscription‑based business models.
- Basic knowledge and experience of structured data using JSON.
- Strong knowledge of Model Context Protocol – practical experience building MCP servers using frameworks like FastMCP.
- Proficiency with CRMs, Contract Lifecycle Management tools, Jira, ServiceNow, etc.
- Experience with vendor management.
- Experience implementing AI/Copilot solutions across multiple functions.
Additional details
- FlexTrade Systems is a provider of customized multi‑asset execution and order management trading solutions for buy‑ and sell‑side financial institutions.
- The company focuses on adaptable technology and open architecture to develop sophisticated trading solutions that can automate and scale with business strategies.
- FlexTrade’s values emphasize ownership, flexibility, integrity, continuous improvement, collaboration, and having fun.
- FlexTrade Systems, Inc. is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.
- The role reports to the Global Lead, Sales Strategy & Business Operations.
- Originally posted on Himalayas.