Operations Analyst

About Our Client

Our client is a global leader in the financial services industry, providing a comprehensive suite of banking, investment, and wealth management solutions for high-net-worth individuals and institutional clients. Their mission is to deliver superior financial performance and tailored advisory services to help clients achieve their long-term financial goals. With a commitment to integrity, innovation, and client-centric service, they have established themselves as a trusted partner in the financial services market.

The Opportunity

Our client is seeking a driven and results-oriented Operations Analyst to lead their expansion in the financial services sector. This pivotal role is focused on identifying, prospecting, and closing new business opportunities with major financial institutions and wealth management firms. You'll be responsible for the entire sales cycle, from initial outreach to contract negotiation and closing.

You will be instrumental in growing the company's market share, building a robust sales pipeline, and establishing long-term relationships with key clients. This is an exciting opportunity for someone who thrives on the hunt and wants to make a direct impact on the company's growth in a dynamic and highly visible role.

What You Will Do

• Develop and execute a strategic plan to generate new leads and build a strong sales pipeline within the financial services sector.
• Conduct proactive outreach to key decision-makers at target companies through cold calling, email campaigns, networking, and industry events.
• Lead discovery calls and product demonstrations to understand client needs and effectively communicate the value proposition of our SaaS platform.
• Manage the full sales cycle from prospecting to negotiation and closing new deals.
• Collaborate with the marketing and product teams to refine sales materials, messaging, and go-to-market strategies based on market feedback.
• Track and report on sales activities, pipeline, and key metrics to meet or exceed quarterly and annual revenue targets.
• Stay informed about industry trends, competitive landscape, and new financial technologies to maintain a competitive edge.

Who You Are

• A Hunter: You are highly motivated by the challenge of finding and closing new business. You have a track record of success in new business development, preferably in a SaaS or technology sales environment.
• Consultative & Strategic: You excel at understanding complex business challenges and can present solutions that address specific client needs. You can think strategically and align sales activities with long-term company goals.
• Exceptional Communicator: You can articulate a clear, compelling value proposition to a range of stakeholders, from technical teams to C-suite executives. You are persuasive, confident, and a great listener.

Ideal Candidate Profile We are seeking an Operations Analyst with proven experience selling SaaS solutions to financial services clients. Candidates from parallel industries—such as investment banking, fintech, or B2B software—with a successful history of building and closing new business will also be strongly considered.

Why Join This Team?

This is your chance to play a key role in the growth of a tech company that is redefining how the financial services industry operates. If you are a self-starter who thrives on independence and the excitement of closing deals, you will have the opportunity to directly impact the company’s success and earn significant commissions. You'll be part of a supportive team and backed by a cutting-edge product that is in high demand.

________________________________________

About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.