Manager, Sales Ops
Capitolis
We believe the financial markets can and should work for everyone. Capitolis is the technology company helping to create safer and more vibrant financial markets by unlocking capital constraints and enabling greater access to more diversified capital and investment opportunities. Rooted in advanced technology and deep financial expertise, Capitolis powers groundbreaking financial solutions that drive growth for global and regional banks – and institutional investors alike. Capitolis is backed by world class venture capital firms, including Canapi Ventures, 9Yards Capital, SVB Capital, Andreessen Horowitz (a16z), Index Ventures, Sequoia Capital, Spark Capital, and S Capital, as well as leading global banks such as Barclays, BNP Paribas, Citi, J.P. Morgan, Morgan Stanley, Standard Chartered, State Street and UBS.
Founded in 2017, our team brings decades of experience in launching successful startups, technology, and financial services. Capitolis was recognized on the Inc. 2024 Best in Business list in the Financial Services and Innovation & Technology categories, and honored for the third consecutive year in the 2025 Euromoney Foreign Exchange Awards. The company has been included on CNBC’s World's Top Fintech Companies list for the past three years, Deloitte’s Technology Fast 500 list in consecutive years and was named to Fast Company’s prestigious annual list of The World’s Most Innovative Companies for 2023. American Banker recognized Capitolis among the Best Places to Work in Fintech, and the company was named by Crain’s New York Business as one of New York City’s Best Places to Work in 2025 for the fourth consecutive year. For more information, please visit our website at www.capitolis.com or follow us on LinkedIn.
Capitolis is looking for a Manager, Sales Ops to join our Global Sales team. This person will play a critical role in improving pipeline visibility, forecasting accuracy, sales productivity, and operational execution.
This role is ideal for someone who thrives at the intersection of data, process, and strategy—and wants to make a real impact. The Sales Ops Manager will report to the Head of Sales, Portfolio Optimization and will be located in our New York City HQ, one block from Grand Central and Bryant Park.
Responsibilities
- Own end-to-end pipeline and sales performance reporting, including dashboards, KPIs, and executive-level insights
- Drive forecasting accuracy in partnership with Finance, including commission modeling and revenue recognition alignment
- Ensure CRM (Salesforce) data integrity, user adoption, and scalability; manage enhancements and evaluate new tools as needed
- Define, document, and optimize sales processes, account planning, and follow-up systems to support pipeline progression and accountability
- Provide actionable analytics and reporting for Sales Leaders to manage performance, identify trends, and drive growth
- Collaborate cross-functionally with Sales, Marketing, Finance, and Operations to ensure alignment and execution of strategic goals
- Support internal communications and sales meetings, including account planning reviews and team updates
Requirements
- 4–7 years of experience in Sales Operations, Revenue Operations, or Business Operations in a B2B SaaS or fintech company
- Minimum 2 years of hands-on Salesforce administration experience
- Strong analytical skills with proficiency in Excel; experience with SQL or BI tools is a plus
- Proven ability to manage cross-functional initiatives and implement scalable processes
- Excellent communication, presentation, and stakeholder management skills
- Experience working in fast-paced, high-growth environments (startups or scale-ups)
- Strong understanding of sales processes and what “great” looks like in a sales operations function
- Ability to hold teams accountable while fostering strong relationships
Our Company Values
We operate with a clear set of values that guide us — our way of being, decisions, and actions. These values define who we are, and we are committed to all of them. These values are uniquely ours. If these values — all of them — speak to you, this is an amazing place, but we are not for everyone. Learn more about our Company Values here.
- We lead with purpose, while creating exceptional value
- We pursue big breakthroughs, responsibly
- We learn from the best and are unapologetically independent
- We are obsessed with the future and fanatical about executing today
- We play tough, with heart
Our People Attributes
Our People Attributes are characteristics that describe the DNA of Capitolis employees. They provide a consistent framework to hire, assess, and develop our team against. Learn more about our People Attributes on our careers page here.
- Super Smart: quality thinking and know what good looks like
- Badass: all in, get stuff done, and high standards
- Good Human: collaborative, open-minded, authentic and real, and pursue self-actualization