Who are we? At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries. Sales Operations Analyst What Will You Contribute? Finastra is seeking a Sales Operations Analyst to support sales operations, deal approval workflows, CRM coordination, documentation, reporting, and process support for the sales organization. In this role, you will help keep sales processes moving by supporting deal-related requests, managing activity through the Sales Operations Support Services queue, preparing meeting agendas, capturing follow-up actions, updating CRM records, and coordinating with Sales, Commercial Finance, Billing, and Process Center teams. This role is well suited for someone who is organized, proactive, detail-oriented, and comfortable working with multiple stakeholders. The ideal candidate enjoys coordination, problem-solving, process documentation, and helping sales teams navigate approvals, systems, and operational workflows.

Responsibilities

& Deliverables Resolve issues raised by the sales organization through the Sales Operations Support Services ticket queue, ensuring requests are tracked, updated, and completed in a timely manner. Support deal approval workflows by coordinating requests, capturing required information, tracking follow-up actions, and helping ensure CRM records are updated accurately. Participate in weekly Executive Deal Desk meetings in a coordination capacity, including agenda preparation, action tracking, and CRM updates. Partner with Sales, Commercial Finance, Billing, Process Center, and other business stakeholders to support sales operations processes and deal-related follow-through. Create and maintain process documentation, workflow guidance, and standardized resources to support the sales team. Support reporting and analysis needs, including Salesforce opportunity reports, sales performance metrics, and Excel-based tracking Assist with CRM tool change requests, including documentation of business requirements, test scripts, and pre-production testing support. Contribute to continuous process improvement by identifying opportunities to simplify, standardize, and improve sales operations workflows. Required

Experience

& Skills

Experience

in sales operations, deal desk support, commercial operations, sales support, business operations, CRM administration, or a similar coordination-focused function. Strong organizational and multitasking skills, with the ability to manage multiple requests, stakeholders, priorities, and deadlines. Strong communication skills, with the ability to work effectively with Sales, Commercial Finance, Billing, Process Center, and other cross-functional partners.

Experience

working with CRM systems; Salesforce experience is preferred, though experience with another CRM system is also valuable. Strong Microsoft Excel skills, with the ability to work with reports, sales data, and operational tracking. Ability to gather requirements, ask clarifying questions, document processes, and recommend practical solutions. Proactive, detail-oriented, and self-motivated, with the ability to work independently within agreed timelines. Exposure to pricing workflows, deal desk support, software, fintech, financial services, or AI-enabled tools is a plus, but not required. This is a hybrid role based in Mississauga, Canada with 2 days/week in office requirement. As part of our hiring process, we may use artificial intelligence (AI) technology to help screen and shortlist applications. All final hiring decisions are made by our recruitment team. This position is for an existing vacancy within our organization. Compensation: 63,000.00 - 75000.00 CAD Annual. Finastra is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). We will accommodate applicants' needs upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received related to accommodation will be addressed confidentially. We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for: Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave. Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work. Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.* Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you. Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute. Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working. *Specific benefits may vary by location. At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves. Be unique. Be exceptional. Help us make a difference at Finastra. Finastra is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). We will accommodate applicants' needs upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received related to accommodation will be addressed confidentially. At Finastra, our team members are the driving force behind everything we do. We’re building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey. Whether you're a recent graduate ready to shape the future or a seasoned professional seeking your next challenge, you’ll play a pivotal role in delivering software solutions that redefine what’s possible in financial services. We believe growth is a shared commitment. That’s why we offer a rich ecosystem of learning—from hands-on training and mentorship to leadership development and industry certifications. You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future. Our career development isn’t just a program—it’s a promise. With access to cutting-edge tools, a culture of collaboration, and a community that champions your success, you’ll be empowered to lead, challenge, and create meaningful change. Because when we grow together, we innovate together—and that’s how we shape what’s next in finance. We offer incredible career opportunities and your work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers. There is a huge range of engaging projects where you can get stuck-in and add value whilst taking advantage of our ongoing development opportunities to build and hone your skills in your chosen area. Our perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives. Join us to supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both your professional and personal growth With us, you can grow, innovate, and make a real impact. At Finastra, we are proud of the wide range of incentives and benefits we offer our employees globally, reflecting our core values: doing well by doing good, putting people first, and open opportunities. We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well-being programmes. Highlights include our Flexible Vacation Policy, inclusive people policies, hybrid working framework, and comprehensive well-being support through initiatives like the Employee Assistance Program, the wellbeing Champions and our monthly events and initiatives. Additionally, we emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development. Recognition of our employees' efforts is integral, with our global recognition platform and regular employee feedback surveys shaping our inclusive and supportive workplace culture At Finastra, we are committed to creating a workplace where you feel valued and respected. We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem. This philosophy is at the heart of our culture and the way we work. The company privacy policy can be found here Finastra Privacy Policy