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Responsibilities
The Manager - Sales Strategy & Business Operations will report to the Global Lead, Sales Strategy & Business Operations. The individual will be a self-starter, with a hands-on consultative management style with proven structured approach to identify, initiate, manage & control multiple short to medium term business initiatives and projectsThe individual will be responsible for working across functions and bring operational expertise to enable key global transformation initiatives. This role will be at the forefront in managing the change initiatives to accelerate growth, with a focus on key commercial functions – sales and client servicesBusiness OperationsPartner with multiple functional and line of business individuals globally including but not limited to: Sales, Client Services, Marketing, HR and FinanceDevelop & improve analytics dashboards/report for key stakeholdersReinforce and maintain key operational metrics, market intelligence and improvement programs.Facilitate workshops/sprints for project management and trackingVendor managementData management – Ensure Salesforce, LinkSquares and other tool data is up to date. Relevant reports and dashboards are readily available for managementAI/Copilot Implementation across FunctionsPartner with multiple functional and line of business leaders globally to enhance / develop customized Copilot Agents in Microsoft Copilot, Claude Cowork, Salesforce (& potentially other solutions in future)Help improve the AI adoption by working closely with key business/functional leads & teamsAbility to author / correct JSON for agent configuration using Copilot StudioWork with 3rd parties to understand developing technologies & innovation in AI & contextualize/leverage that knowledge/skill within the organizationSales OperationsWork closely with sales team members to monitor the performance metrics and initiatives to ensure sales organization successEnsure new initiatives are being monitored and tracked diligently based on feedback from salesIdentify top market/competitor trends in terms of sales and operations best practices to ensure our project/initiatives portfolio is prioritizing the right initiativesIdentify opportunities for sales process improvement and foster an environment continuous improvement.Client Service OperationsWork closely with Client Services to capture client/broker feedback, analyze, synthesize, and present key pain-points and improvement opportunities resulting in project pipeline and prioritizationAnalyze the end-to-end client services experience to identify and prioritize key issues and opportunitiesPrioritize implementation of automated solutions through Salesforce and help to prioritize roadmap initiatives based on business and client impactIdentify opportunities for process improvement and foster an environment of continuous improvement.Skills & QualificationsBachelor’s degree (or higher) in Finance, Business Administration or other affiliated specialties like Engineering, MBA, or equivalent preferred7+ years in progressive functional business and/or operations roles with demonstrated experience in Technology Implementation/ Project Management and/or sales improvement /transformationManagement/technology/business transformation experiencePrevious experience working in a financial service and/or technology company. Familiarity with Trading and Order/Execution Management Systems and/or subscription-based business models a plusHigh proficiency in project management & analytical / data visualization tools such as advanced Excel & Power BI is a mustStrong understanding of Generative AI with hands-on experience in Context Engineering, Retrieval-Augmented Generation (RAG), and Agentic Workflows.Experience working with modern AI-assisted productivity tools such as Microsoft Copilot, Cursor and Claude CoWork. Basic knowledge and experience of structured data using JSON will be a strong advantage.Proven experience working with public LLM APIs, such as OpenAI Response API and OpenAI Agents SDK.Strong knowledge of Model Context Protocol – Practical experience in building MCP servers using frameworks like FastMCP is a plus but not mandatoryProficiency with or similar CRMs - Contract Lifecycle Management, Jira, Service Now etc is preferredAbility to convey confidence, respect and trust, as well as maintain confidentiality of all company informationStrong ability to drive and manage global projects to completion, communicating a clear vision, while effectively managing different stakeholdersStrong conflict resolution and problem-solving abilities – Ability to develop partnerships with functional teamsFlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions.
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