Instituto Educacional Jaime Kratz
Website:
jaimekratz.com
Job details:
Company Overview
We are a rapidly growing financial technology organization dedicated to delivering institutional-grade financial solutions through advanced technology, operational excellence, and strategic execution. Our organization provides secure, transparent, and scalable solutions designed to support institutional investors, family offices, corporations, and high-net-worth individuals in an evolving global financial ecosystem.
Our success is driven by innovation, integrity, collaboration, and a commitment to operational excellence. We build high-performance teams that combine technology, data-driven insights, and disciplined execution to create exceptional client experiences and sustainable long-term growth.
Position Summary
The Senior Vice President of Sales Operations is responsible for providing executive leadership and strategic direction for the Company's sales operations organization. This role oversees the development of scalable sales infrastructure, revenue operations strategy, sales performance management, forecasting, analytics, and operational processes that enable sustainable revenue growth.
As a key partner to Executive Leadership, Sales, Business Development, Marketing, Product, Finance, Technology, Compliance, and Client Services teams, the Senior Vice President of Sales Operations will optimize commercial execution, improve sales productivity, strengthen operational governance, and build a world-class sales operating framework to support organizational expansion.
Key ResponsibilitiesSales Operations Strategy & Leadership
- Develop and execute enterprise-wide sales operations strategies aligned with business objectives and revenue growth goals.
- Establish scalable sales operating models, processes, and governance frameworks.
- Provide strategic guidance to executive leadership regarding sales performance, market opportunities, and operational effectiveness.
- Drive continuous improvement across the commercial organization.
Revenue Operations & Business Planning
- Lead sales planning, revenue forecasting, territory strategy, and resource allocation initiatives.
- Develop operating frameworks that improve sales efficiency and revenue predictability.
- Partner with leadership teams to align sales objectives with broader business strategies.
- Support strategic planning through data-driven insights and performance analysis.
Sales Process Optimization
- Design, implement, and continuously improve end-to-end sales processes.
- Optimize lead management, opportunity qualification, pipeline progression, and client transition workflows.
- Develop standardized sales methodologies and operating procedures.
- Identify opportunities for automation and efficiency improvements.
CRM & Sales Technology Management
- Lead the implementation, optimization, and governance of CRM and sales enablement platforms.
- Ensure data accuracy, reporting consistency, and system adoption across sales teams.
- Develop technology solutions that improve sales visibility, productivity, and decision-making.
- Partner with Technology teams to enhance commercial infrastructure.
Sales Analytics & Performance Management
- Establish sales KPIs, performance dashboards, and executive reporting frameworks.
- Monitor pipeline health, conversion rates, sales productivity, and revenue performance.
- Analyze sales trends and provide actionable recommendations to leadership.
- Improve forecasting accuracy through advanced analytics and business intelligence.
Sales Enablement & Organizational Development
- Develop sales enablement strategies, playbooks, training frameworks, and operational resources.
- Improve onboarding and development programs for sales professionals.
- Establish performance measurement systems that promote accountability and growth.
- Support the development of a high-performing sales organization.
Cross-Functional Collaboration
- Collaborate with Business Development, Marketing, Product, Operations, Finance, Compliance, Risk, and Client Services.
- Align sales execution with product strategy, operational capabilities, and customer requirements.
- Support market expansion, strategic partnerships, and business growth initiatives.
- Strengthen communication and execution across departments.
Governance, Controls & Operational Excellence
- Establish sales governance frameworks to ensure transparency and operational discipline.
- Develop controls supporting accurate reporting, forecasting, and business planning.
- Ensure sales operations align with internal policies and applicable regulatory requirements.
- Support audits, executive reviews, and organizational reporting processes.
Leadership & Team Development
- Build, mentor, and lead a high-performing Sales Operations organization.
- Establish departmental objectives and performance expectations.
- Develop future leaders through coaching, mentorship, and succession planning.
- Foster a culture of accountability, collaboration, innovation, and continuous improvement.
Requirements
- Bachelor's degree in Business Administration, Finance, Economics, Marketing, Operations Management, or a related field (MBA preferred).
- 12+ years of progressive leadership experience in sales operations, revenue operations, commercial operations, financial services, fintech, SaaS, technology, or digital assets.
- Proven experience building and scaling enterprise sales operations within high-growth organizations.
- Strong understanding of CRM systems, forecasting, pipeline management, sales analytics, and commercial strategy.
- Demonstrated success leading cross-functional initiatives and improving sales effectiveness.
- Exceptional leadership, analytical, strategic planning, and communication skills.
Preferred Qualifications
- Experience in blockchain technology, digital assets, fintech, capital markets, or institutional financial services.
- Familiarity with enterprise B2B sales models and institutional client acquisition.
- Experience working in regulated or highly controlled business environments.
- Knowledge of revenue operations platforms, sales automation technologies, and business intelligence tools.
- Strong understanding of client lifecycle management and commercial scalability.
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