Website:
cvali.com
Job details:
FlexTrade Systems
FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation that deliver our clients a competitive edge. Our globally distributed engineering teams focus on adaptable technology and open architecture to develop highly sophisticated trading solutions that can automate and scale with your business strategies.
At FlexTrade, we hold our values close to heart, with pride and gratitude, as they guide us in everything that we do. We are dedicated to giving our clients a competitive edge, taking ownership of our responsibilities, being flexible to adapt to ever changing environment and technology, bringing integrity to ever interaction and we continue to improve, grow together and collaborate as one team. All of these while having Fun truly makes FlexTrade a wonderful place to work
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About You
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 projects
The 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 services
Business Operations
- Partner with multiple functional and line of business individuals globally including but not limited to: Sales, Client Services, Marketing, HR and Finance
- Develop & improve analytics dashboards/report for key stakeholders
- Reinforce and maintain key operational metrics, market intelligence and improvement programs.
- Facilitate workshops/sprints for project management and tracking
- Vendor management
- Data management – Ensure Salesforce, LinkSquares and other tool data is up to date. Relevant reports and dashboards are readily available for management
AI/Copilot Implementation Across Functions
- Partner 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 & teams
- Ability to author / correct JSON for agent configuration using Copilot Studio
- Work with 3rd parties to understand developing technologies & innovation in AI & contextualize/leverage that knowledge/skill within the organization
Sales Operations
- Work closely with sales team members to monitor the performance metrics and initiatives to ensure sales organization success
- Ensure new initiatives are being monitored and tracked diligently based on feedback from sales
- Identify top market/competitor trends in terms of sales and operations best practices to ensure our project/initiatives portfolio is prioritizing the right initiatives
- Identify opportunities for sales process improvement and foster an environment continuous improvement.
Client Service Operations
- Work closely with Client Services to capture client/broker feedback, analyze, synthesize, and present key pain-points and improvement opportunities resulting in project pipeline and prioritization
- Analyze the end-to-end client services experience to identify and prioritize key issues and opportunities
- Prioritize implementation of automated solutions through Salesforce and help to prioritize roadmap initiatives based on business and client impact
- Identify opportunities for process improvement and foster an environment of continuous improvement.
Skills & Qualifications
- Bachelor’s degree (or higher) in Finance, Business Administration or other affiliated specialties like Engineering, MBA, or equivalent preferred
- 7+ years in progressive functional business and/or operations roles with demonstrated experience in Technology Implementation/ Project Management and/or sales improvement /transformation
- Management/technology/business transformation experience
- Previous 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 plus
- High proficiency in project management & analytical / data visualization tools such as advanced Excel & Power BI is a must
- Strong 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 mandatory
- Proficiency with Salesforce.com or similar CRMs - Contract Lifecycle Management, Jira, Service Now etc is preferred
- Ability to convey confidence, respect and trust, as well as maintain confidentiality of all company information
- Strong ability to drive and manage global projects to completion, communicating a clear vision, while effectively managing different stakeholders
- Strong conflict resolution and problem-solving abilities – Ability to develop partnerships with functional teams
***FlexTrade Systems, Inc. is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.***
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