Senior Manager – Sales Strategy, Business Operations

This is a fully remote position, open to applicants in India.

📋 Description

• Report directly to the Global Lead, Sales Strategy & Business Operations.

• Collaborate across various functions to offer operational expertise for global transformation projects centered around sales and client services.

• Partner internationally with Sales, Client Services, Marketing, HR, and Finance teams.

• Create and enhance analytics dashboards and reports.

• Sustain operational metrics, market intelligence, and improvement programs.

• Organize workshops and project-management sprints.

• Oversee vendor management.

• Maintain data in Salesforce, LinkSquares, and other platforms; ensure management has access to relevant reports and dashboards.

• Develop tailored Copilot Agents using Microsoft Copilot, Claude Cowork, Salesforce, and potentially other solutions.

• Enhance AI adoption with business and functional leaders and teams.

• Write or modify JSON for agent configuration utilizing Copilot Studio.

• Collaborate with third parties to develop AI technologies and contextualize that knowledge within the organization.

• Monitor sales performance metrics and initiatives.

• Track new sales initiatives based on gathered feedback.

• Identify market and competitor trends, prioritizing initiatives accordingly.

• Refine sales processes and encourage continuous improvement.

• Capture, analyze, synthesize, and present feedback and opportunities for improvement from clients and brokers.

• Evaluate the complete client-services experience, prioritizing issues and opportunities.

• Prioritize automated solutions through Salesforce and develop initiatives based on business and client impact.

• Identify opportunities for improvement in client-services processes and promote continuous enhancement.

⛳️ Requirements

• A Bachelor’s degree (or higher) in Finance, Business Administration, or related fields such as Engineering, MBA, or equivalent is preferred.

• A minimum of 7 years in progressively responsible functional business and/or operations roles.

• Proven experience in technology implementation, project management, and/or sales improvement/transformation.

• Experience in management, technology, or business transformation.

• Previous experience in a financial services and/or technology firm is advantageous.

• Familiarity with trading and order/execution management systems and/or subscription-based business models is a plus.

• High proficiency in project management and analytical/data visualization tools, including advanced Excel and Power BI.

• Strong understanding of Generative AI, with practical experience in Context Engineering, Retrieval-Augmented Generation (RAG), and Agentic Workflows.

• Experience with Microsoft Copilot, Cursor, and Claude CoWork.

• Basic knowledge and experience with structured data using JSON.

• Proven experience with public LLM APIs, such as OpenAI Response API and OpenAI Agents SDK.

• Strong understanding of Model Context Protocol; experience building MCP servers with frameworks such as FastMCP is a plus but not required.

• Proficiency with Salesforce.com or similar CRMs; experience with Contract Lifecycle Management, Jira, or ServiceNow is preferred.

• Ability to convey confidence, respect, and trust while safeguarding the confidentiality of company information.

• Strong capacity to drive and manage global projects to completion and communicate a clear vision while managing stakeholders.

• Excellent conflict-resolution and problem-solving skills.

• Ability to foster partnerships with functional teams.

🏝️ Benefits

• Opportunity to work in a dynamic and innovative environment.

• Access to professional development and training programs.

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.