Sales Operations Analyst
FNZ Group
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Job Description
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- Support frontline sales teams in navigating sales processes and deal governance
- Manage and maintain CRM data integrity and system accuracy
- Drive CRM adoption and best practices across regions
- Support sales reporting, pipeline tracking, and performance dashboards
- Contribute to CRM transformation and process improvement initiatives
- Partner with cross-functional stakeholders to enable smooth commercial execution
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- Hands-on experience with CRM systems (mandatory)
- Experience supporting CRM implementation or transformation initiatives
- Strong stakeholder management and communication skills
- Process-driven mindset with attention to detail
- Experience in Sales Operations, Commercial Operations, or similar roles
- Background in Technology or Financial Services preferred
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
About The Company
FNZ Group
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 24 million people from all wealth segments to invest in their future.
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