Manager - Sales Operations
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN – because being YOU thrives here.
Summary:
We are seeking a Sales Operations Business Partner to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline
Drive forecast accuracy across sales teams
Evaluate pipeline health, conversion trends, and deal risks
Highlight gaps and provide actionable recommendations
Revenue Planning
Build models for quotas, territories, and revenue forecasts
Run scenario analysis to guide strategic decisions
Identify growth and efficiency opportunities
Reporting & Analytics
Create dashboards to track KPIs and performance trends
Turn complex data into clear, actionable insights
Enable leadership with data-backed recommendations
Process & GTM Optimization
Streamline sales processes and implement scalable improvements
Partner cross-functionally to align go-to-market strategy
Drive operational efficiency across teams
Executive Communication
Deliver forecasts, business reviews, and strategic insights
Influence leadership through clear, concise storytelling
Support alignment on priorities and performance
Qualifications:
Experience: 5+ years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
Technical Skills:
Proficiency in CRM systems (Salesforce preferred).
Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
Core Competencies:
Advanced analytical and financial modeling capabilities.
Excellent communication and presentation skills.
Ability to manage multiple priorities in a fast-paced environment.
Education: Bachelor’s degree in Business, Finance, Economics, or related field
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected].
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected]. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN – because being YOU thrives here.
Summary:
We are seeking a Sales Operations Business Partner to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline
Drive forecast accuracy across sales teams
Evaluate pipeline health, conversion trends, and deal risks
Highlight gaps and provide actionable recommendations
Revenue Planning
Build models for quotas, territories, and revenue forecasts
Run scenario analysis to guide strategic decisions
Identify growth and efficiency opportunities
Reporting & Analytics
Create dashboards to track KPIs and performance trends
Turn complex data into clear, actionable insights
Enable leadership with data-backed recommendations
Process & GTM Optimization
Streamline sales processes and implement scalable improvements
Partner cross-functionally to align go-to-market strategy
Drive operational efficiency across teams
Executive Communication
Deliver forecasts, business reviews, and strategic insights
Influence leadership through clear, concise storytelling
Support alignment on priorities and performance
Qualifications:
Experience: 5+ years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
Technical Skills:
Proficiency in CRM systems (Salesforce preferred).
Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
Core Competencies:
Advanced analytical and financial modeling capabilities.
Excellent communication and presentation skills.
Ability to manage multiple priorities in a fast-paced environment.
Education: Bachelor’s degree in Business, Finance, Economics, or related field
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected].
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected]. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote