Sales Operations Professional

About the job

About Us We're a fast-growing fintech platform operating in the private markets space. Our technology helps institutional investors, family offices, and wealth managers access liquidity for alternative fund holdings — including private equity, private credit, real assets, and hedge funds. We work with some of the world's leading wealth managers and institutional investors, and we're backed by a major strategic partnership with a top-tier fintech firm. We're a small, high-performing team at an exciting stage of growth. Every hire matters. What We Need We're looking for an experienced Sales Operations professional to work directly with our founder and keep the commercial engine running smoothly. This is a full-time contract role, fully remote, and hands-on from day one. You'll own the CRM, hold reps accountable, support the founder with follow-ups, track budgets and KPIs, and build the internal playbooks that help the whole team operate better. Your Responsibilities: • Administer and maintain our CRM (Attio) — pipeline hygiene, stage accuracy, and full data integrity • Lead our migration from a legacy CRM to Attio • Monitor daily pipeline activity — flag stale deals, missing follow-ups, inactive reps • Chase SDRs and AEs when leads aren't being tracked or followed up on properly • Assign tasks to reps and run a weekly accountability report for the founder • Manage the founder's follow-up queue and draft outreach where needed • Prepare account briefings before key sales meetings • Track team budget vs. targets and maintain KPI dashboards • Support the founder operationally on customer success (account records, renewals, client prep) • Build and maintain an internal sales playbook and process documentation Ideal Profile: • 3–5+ years in sales operations, revenue operations, or a closely related role • Strong CRM experience — Attio, HubSpot, Salesforce, or similar (admin-level, not just user-level) • Experience supporting a founder or C-suite directly • Excellent written English — you'll be drafting emails, playbooks, and internal docs • Highly organized, proactive, and comfortable working autonomously across multiple workstreams • Familiarity with financial services, fintech, or alternative investments is a strong plus. Engagement Details: • Commitment: Full-time (40 hrs/week) • Type: Long-term contract • Location: Remote — Europe, North America or Latin America preferred • Timezone: Overlap with EST required • Travel: Occasional — conferences and team offsites • Contract duration of more than 6 months. with 40 hours per week. Mandatory skills: • Sales, attio, CRM Software, Sales Operations, customer success, Finance & Accounting, Business with 10-99 Employees, Startup Company

Requirements

• Sales operations
• CRM management
• Budget tracking
• Accountability
• Documentation

Qualifications

• 3–5+ years in sales operations
• Strong CRM experience

Preferred Technologies

• Sales operations
• CRM management
• Budget tracking
• Accountability
• Documentation