Sales, Operations,Business Sales, Operations,Business …

in Heathrow, FL
Permanent, Full time
Be the first to apply
in Heathrow, FL
Permanent, Full time
Be the first to apply
Sales, Operations,Business
Sales Operations Business Partner Lake Mary/en-US/DHC/job/Lake-Mary/Sales-Operations-Business-Partner_REQ0920_0016906/apply


To perform this job successfully, an individual must be able to perform the essential duties and responsibilities satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ownership of regional forecast. This requires close liason with sales management and the use of our CRM system ( to extract deal data and derive metrics on the forecast.
  • Forward looking regional analysis and insight. This requires the use of to estimate future performance, market opportunities, gaps, and pipeline health.
  • Driving pipeline data integrity and health. Proactively work with the region to ensure current quarter pipeline reflects the most recent status and future pipeline meets acceptable standards of quality
  • Sales headcount planning and territory optimization. Working with the regional sales director to optimally plan placement of sales headcount to pursue opportunity and achieve growth targets.
  • Deal Desk. Finastra implements an internal process named Deal Desk to qualify and maximize the value of opportunities. The Sales Analyst will sit on this desk both to follow up on actions and evaluate deal quality.
  • At Risk reporting. Finastra implements an internal process to evaluate our At Risk revenue. The Sales Analyst will engage in this process to assist in protecting Finastra revenue streams.
  • Working alongside global Regional Sales Analysts to develop best practice processes.
  • Other duties as assigned.



  • Experience of using is desirable.
  • Advanced level of skill with Excel & PowerPoint.
  • Any experience with SalesWave would be an advantage.
  • Outstanding organizational and relationship building skills.
  • Ability to work well in a cross-functional, global environment.
  • Innovative thought processes / approach to work.
  • Strong Analytical skills with quantitative/financial approach to problem solving.
  • Excellent communication skills.
  • Broad knowledge of how a sales organization operates.
  • Broad knowledge of financial institution software and operations.


  • 3+ years experience as a Sales Analyst (Solutions or Software) or a Data Analyst (Banking / Consulting / Financial Services).
  • Experience of working with Executives in previous roles


  • Bachelors Degree preferred


  • Ability to receive, express, or exchange detailed information through oral and written communication.
  • Ability to see and operate a computer.
  • Ability to stand, walk, reach, stoop, bend, and lift and carry up to 25 lbs. of weight (laptop, projector, suitcase, etc.).
  • Work is performed in a general office environment.
  • Travel up to 25% required.


The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential job functions. If you need assistance or an accommodation due to disability please contact your recruitment partner.


Posted TodayFull timeREQ0920_0016906

Finastra: Who are we?

At Finastra our purpose is to unlock the power of finance for everyone. We build and deliver innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. Were one of the worlds largest FinTechs working with over 9,000 customers, including 90 of the top 100 banks globally. Our scale and reach allow us to build long-lasting relationships that put our customers and their customers first.

Your future at Finastra

We believe that the future of finance is OPEN. By focusing on OPEN Collaboration and OPEN Finance, supported by our OPEN Platform, we can create financial inclusion and open innovation for everybody. Our people are our greatest asset and we provide an environment where you can develop and grow your career. From graduates to experienced professionals, were leaders in our roles and a key part of making Finastra one of the worlds leading FinTechs.

Why join us

Alongside amazing colleagues and engaging work, we want to help you get the best out of your career. We offer continuous learning and development to take your skills to the next level. Its not just about being the best you can be at work we also a variety benefits to make your non-work life better; including paid holiday, flexible working, pension, health and well-being initiatives and many more. If youre looking to build your career, work with experts and most of all have fun, join us.

At Finastra the future of finance is open. For more information please view our website: .


Finastra is an Equal Opportunity Employer in the United States. Qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, handicap or disability (physical or mental), Vietnam-era or disabled veteran status, and other factors protected by state and local laws. For more information please read Finastra's .

Submitting applications for posted positions authorizes Finastra to retain personal data in accordance with applicable laws. For more information about data processing and your rights, please read Finastra's applicable Privacy Policies: for candidates within the European Economic Area (EEA & Swizerland), please refer to the ; for others, please refer to . If you have any questions, please contact the Privacy Department at:, or your recruitment primary contact.

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