We are building out our Sales Operations function and are looking for a high-performing Sales Operations Analyst to support our frontline sales teams.
This role will play a critical part in driving sales process excellence, CRM governance, reporting accuracy, and deal compliance. With a major CRM transformation agenda underway, this is an exciting chance to contribute to change initiatives while supporting day-to-day commercial operations.
Organisational Design
Key Responsibilities
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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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Experience required
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Hands-on experience with CRM systems (mandatory)
Experience supporting CRM implementation or transformation initiatives
Solid 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
About FNZ
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 up-to-date technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
📌 Sales Operations Analyst Pune
🏢 FNZ
📍 Pune
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