Vice President – Sales Strategy & Business Operations
Great Neck, NY, USA
Location: Flexible (prefer New York Metro Area; San Francisco Bay Area, CA; London) with occasional travel to FlexTrade’s regional HQ locations (Great Neck, London, Singapore)
FlexTrade Systems is a global leader in high performance multi-asset execution management and order management systems for equities, fixed income, foreign exchange, futures, and options. A pioneer in the field, FlexTrade is internationally recognized for introducing FlexTRADER®, the world’s first broker-neutral, execution management trading system, which allows clients to completely control and customize their execution workflows through a comprehensive ability to search/access liquidity while maintaining the confidentiality of their trading strategies.
About the Role
The VP, Sales Strategy & Business Operations will report to the Global Lead, Sales Strategy & Business Operations and be a key member of the COO’s leadership team. The leader will be a self-starter, with a hands-on, flexible and consultative management style to develop relationships and partner with the company founders and business leaders across key commercial functions.
The individual will be responsible for working cross-functionally with executive management and bringing strategic insight and operations expertise to define/drive key global transformation initiatives and put in place a robust, scalable operating model for the company. This role will be at the forefront in leading the changes to accelerate growth, with a focus on key commercial functions – sales, client services and finance.
For sales, this leader will be responsible for partnering with sales leadership across lines of business to define and drive a digital transformation agenda leveraging salesforce.com as a CRM platform (including streamlined pricing, sales compensation design and salesforce effectiveness)
For client services, this leader will be responsible for partnering with the client services leadership team to understand global best practices and implement improved processes/workflows/technology to enable a step change in service experience, new interaction models for FlexTrade clients
For finance, this leader will be responsible for partnering with the finance team to establish the end-to-end processes (e.g., CPQ) and reporting (metrics, targets, cadence) that improve productivity and provide real time visibility into business performance
This leader will also be responsible for building and managing a global team (2-3 individuals) to drive this agenda.
The leader will possess a high level of business acumen, cultural sensitivity with an ability to see potential issues before they arise and find scalable, long-term solutions. This leader will build strong relationships across the leadership team to influence decision making.
Business Partnership & Team Leadership
Partner with multiple functional and line of business leaders globally including but not limited to: Sales, Client Services and Finance
Hire, coach and empower global team to attain the highest possible level of performance.
Develop, reinforce and maintain key operational metrics and improvement programs.
Facilitate communications throughout the organization to ensure transparency and openness.
Work closely with senior sales leadership to define the optimal performance metrics and initiatives to ensure sales organization success.
Ensures sales reports and other intelligence is provided to the sales organization and develops new reporting tools and dashboard KPIs needed for measurement.
Design, implement, and manage sales forecasting, planning, and budgeting processes. Establishes high levels of quality, accuracy, and process consistency. Ensures planning, forecasting and budgeting efforts are appropriately integrated with other planning processes.
Establish sales compensation program rules, policies and procedures.
Partner with senior sales management to identify opportunities for sales process improvement. Foster an environment of continuous improvement.
Prioritize investments / enhancements in enabling technologies in support of sales organization productivity (e,g., CRM)
Client Service Operations
Work closely with senior client services leadership globally to define the performance metrics and initiatives to ensure success of the client services organization.
Analyze the end-to-end client services experience to identify and prioritize key issues and opportunities
Prioritize implantation of automated solutions through Salesforce Service Cloud that increase the quality and ease of performing core activities and enhance the client service experience (e.g., faster issue resolution, enhanced transparency)
Identify best practices across lines of businesses and regions to streamline and standardize the client services experience
Partner with senior client services leaders to identify opportunities for process improvement. Foster an environment of continuous improvement.
Lead the implementation of initiatives in partnership with the finance team including the implementation of enabling new systems and processes to modernize and streamline workflows between sales and finance (e.g., Pricing, Configure Price Quote (CPQ), Quote to Cash)
Bachelor’s degree (or higher) in Finance, Business Administration or other affiliated specialties like Accounting; MBA or equivalent preferred
10+ years in progressive functional business and/or operations roles with demonstrated experience in sales and/or client services and/or finance.
3+ years of management/technology consulting experience a plus
Previous experience working in a financial services and/or technology company. Familiarity with Trading and Order/Execution Management Systems and/or subscription-based business models a plus
Demonstrated ability to advise, coach, and act as a strategic partner towards management
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
Highly motivated and dependable - able to work both strategically and hands-on
Passion for innovative business solutions and process improvement.
Strong conflict resolution and problem-solving abilities
***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.***
Join our global team for the next stage of your professional career
FlexTrade is a global financial technology firm that serves the world’s most dynamic and innovative financial institutions by creating bespoke trading solutions giving them edge in today’s financial markets. Employing experts in every asset class, we work with intent and agility to bring our client’s multi-asset trading workflows to life.
With offices in North America, Europe and Asia, FlexTrade maintains an experienced staff of over 500 developers, programmers, strategists, and product specialists, who work hand-in-hand with our clients' technologists and traders to break new ground in the field of electronic trading.
FlexTrade is proud to be an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills, and experience within our workforce.
WORK WITH A GLOBAL TEAM
OUR TEAM SERVICES CLIENTS ACROSS THE WORLD
ENGINEERS & DEVELOPERS
IN 9 COUNTRIES
PUSH THE BOUNDARIES
SOLUTIONS BUILT IN AN OPEN FRAMEWORK
The name FlexTrade is by design. We work in an open framework to ensure that we are pushing boundaries and delivering cutting-edge solutions to our clients. Think outside of the box and push innovation further
LEAD THE CHARGE
WORK DIRECTLY WITH WORLD-CLASS TRADING DESKS
Our development and client services team work with the largest investment banks, hedge funds, asset mangers, CTAs, and institutional investors in the world providing cutting-edge opportunities for your career growth. At FlexTrade you aren't just a resource on the team, we'll challenge you to take control and push boundaries.
GROW YOUR PERSONAL BRAND
DEVELOP YOUR SKILLS AND GIVE BACK
We encourage all of our employees to grow professionally and individually and promote personal and professional growth whether you are interested in training, networking, or volunteering.
Corporate Social Responsibility plays a big role in life at FlexTrade. We organize various ways for you to engage in charity activities during working hours and invest in personal causes through our partner, KIVA.