Sales Operations Manager at Brown Brothers Harriman in Boston, MA

Sales Operations Manager Location: Boston At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. About Us Our mission is to reinvent how financial services firms create, manage, and execute their data integrations and transformations. Today that process stretches across multiple teams, tools, and handoffs - slow to build, expensive tomaintain, andnearly impossibleto change. We collapse it into a single AI-native platform that business users canoperatewithout writing a ticket, while engineering teamsretainthe governance and security controls theyrequire.We'regrowing our founding team now. Role Overview We areseekingan experienced and commercially mindedSales Operations Managerto help build and scale the revenue engine of a newly launching fintech business serving financial services organizations, including asset managers, asset servicers, pension funds, fintech providers, investmentbanksand commercial banks. This is a foundational hire in a start-up environment. The successful candidate will work with the CRO and founding team to design, implement and scale the systems, processes,reportingand analytics that underpin a high-performing sales function. The role requires both strategic thinking and hands-on execution, working closely with the CRO and client-facing teams to drive revenue growth and operational excellence. Career Opportunity As one of the first commercial hires, this role offers the opportunity to shape the company’s enterprise sales capability frominception. As the team expands, there may be a pathway from individual contributor to leadership responsibility, depending on performance and business growth. This is a rare opportunity to define and scale enterprise sales within ahigh-growthfintech business delivering transformational technology to the global financial services industry. Key Responsibilities Sales & Business Development Support Partner with the CRO and sales leadership to support business development initiatives. Provide operational support to client-facing teams, including RFP coordination and sales documentation. Help structure and optimise the end-to-end sales cycle from lead generation to deal close. Sales Process Design and Optimisation Design, implement and continuously improve scalable sales processes. Surface andidentifyfriction in the sales cycle with a focus on improving conversion rates and cycle times. Establish best practices that can scale with company growth. Forecasting & Performance Analytics Own and manage the sales forecasting process in partnership with the CRO. Develop andmaintainpipeline visibility, quotatrackingand performance dashboards. Build a data-driven revenue operations framework to support strategic decision-making. Deliver executive-ready reporting and insights on pipeline health and revenue performance. CRM & Sales Tech Stack Management Administer and optimise Salesforce (or equivalent enterprise CRM). Ensure high data quality,governanceand user adoption across the sales team. Manage and integrate the broader sales technology stack, including BI and reporting tools Evaluate and implement AI-driven planning and forecasting tools whereappropriate. E.g. RFP/RFI proposal software Sales Enablement Collaborate with sales and marketing to provide tools, content and training that improve sales effectiveness. Support onboarding and ongoing enablement initiatives. Commission & Compensation Administration Support the CRO to design, manage and administer commission plans. Ensureaccuratecalculation,processingand transparent reporting of sales commissions. Management Information & Reporting Responsible for producing structured management information for leadership and board reporting. Translate complex data into clear business insights for executive audiences. Experience & Qualifications Required Experience serving financial services organizations across the buy side and sell side,fintech’sor market infrastructure providers. Understanding of buy-side and sell-side technology ecosystems. 3+ years’ experience in Sales Operations or Revenue Operations within a B2B SaaS environment. Experience supporting client-facing sales teams. Proventrack recordin designing and scaling systems and processes in high-growth environments. Strong analytical capability with advancedproficiencyin Excel and business intelligence tools (e.g. Tableau, Power BI). Experience using enterprise-grade CRM systems (Salesforce strongly preferred). Demonstrated ability to manage complex projects and influence cross-functional stakeholders. Strong communicationskills with the ability to present insights clearly to senior leadership. Comfortable operating in a fast-paced start-up environment. Able to think strategically whileoperatingtactically and hands-on. Experience working withearly-stage, evolving product solutions. Desirable Exposure to AI-enabled sales planning or forecasting tools. As the company grows line management experience would beadvantageous Experience working with Marketing would beadvantageousespeciallyearly stagepipeline development including SDR and BDR exposure External and client facing experience would be beneficial Understanding of AI and Large Language Models (LLMs) would be beneficial Understanding of Data flows both structured and unstructured would be beneficial Personal Attributes Commercially astute anddata-driven. Structured andprocess-oriented. Comfortable with ambiguity and building from first principles. High attention to detail with strong organisational skills. Collaborative and able to build credibility across teams. Desire to progress understanding of the Product in particular AI and use cases within financial services Able tooperatewith C Suite of the business including CRO and CEO Salary Range $85,000 - $130,000 base salary + annual target bonus BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.