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Operations Analyst

Charlotte, NC

Employment Type: Permanent Position Function: Operations Job Number: 16726457

Job Description

About Our Client

Our client is a global leader in the financial services industry, providing a comprehensive suite of banking, investment, and wealth management solutions for high-net-worth individuals and institutional clients. Their mission is to deliver superior financial performance and tailored advisory services to help clients achieve their long-term financial goals. With a commitment to integrity, innovation, and client-centric service, they have established themselves as a trusted partner in the financial services market.

The Opportunity

Our client is seeking a driven and results-oriented Operations Analyst to lead their expansion in the financial services sector. This pivotal role is focused on identifying, prospecting, and closing new business opportunities with major financial institutions and wealth management firms. You'll be responsible for the entire sales cycle, from initial outreach to contract negotiation and closing.

You will be instrumental in growing the company's market share, building a robust sales pipeline, and establishing long-term relationships with key clients. This is an exciting opportunity for someone who thrives on the hunt and wants to make a direct impact on the company's growth in a dynamic and highly visible role.

What You Will Do

  • Develop and execute a strategic plan to generate new leads and build a strong sales pipeline within the financial services sector.
  • Conduct proactive outreach to key decision-makers at target companies through cold calling, email campaigns, networking, and industry events.
  • Lead discovery calls and product demonstrations to understand client needs and effectively communicate the value proposition of our SaaS platform.
  • Manage the full sales cycle from prospecting to negotiation and closing new deals.
  • Collaborate with the marketing and product teams to refine sales materials, messaging, and go-to-market strategies based on market feedback.
  • Track and report on sales activities, pipeline, and key metrics to meet or exceed quarterly and annual revenue targets.
  • Stay informed about industry trends, competitive landscape, and new financial technologies to maintain a competitive edge.

Who You Are

  • A Hunter: You are highly motivated by the challenge of finding and closing new business. You have a track record of success in new business development, preferably in a SaaS or technology sales environment.
  • Consultative & Strategic: You excel at understanding complex business challenges and can present solutions that address specific client needs. You can think strategically and align sales activities with long-term company goals.
  • Exceptional Communicator: You can articulate a clear, compelling value proposition to a range of stakeholders, from technical teams to C-suite executives. You are persuasive, confident, and a great listener.
Ideal Candidate Profile We are seeking an Operations Analyst with proven experience selling SaaS solutions to financial services clients. Candidates from parallel industries such as investment banking, fintech, or B2B software with a successful history of building and closing new business will also be strongly considered.

Why Join This Team?

This is your chance to play a key role in the growth of a tech company that is redefining how the financial services industry operates. If you are a self-starter who thrives on independence and the excitement of closing deals, you will have the opportunity to directly impact the company s success and earn significant commissions. You'll be part of a supportive team and backed by a cutting-edge product that is in high demand.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Janice Martinez
Associate Director of Talent Acquisition

Janice Martinez has been a key part of Naviga’s talent acquisition team for over four years. Her journey with the firm began uniquely as a part-time temporary Sourcer during the pandemic in 2020. Quickly recognized for her adaptability and broad skill set, Janice transitioned into a permanent role where she has taken on a dynamic range of responsibilities, contributing to many areas beyond traditional recruiting.

Before joining Naviga, Janice amassed over 30 years of experience in sales, marketing, and management. This extensive background enables her to bring a fresh and innovative perspective to talent acquisition, challenging conventional approaches and driving continuous improvement. Her willingness to step up — whether managing marketing projects, improving KPI reporting, or supporting visual branding with content creation — has made her a versatile and invaluable team member.

In her current role as Associate Director of TA, Janice focuses on strategic sourcing, comprehensive KPI reporting, and administration of Naviga’s Applicant Tracking System to optimize process efficiency and data integrity. She also supports the firm’s operations by troubleshooting and managing logistics, and often fills in as a graphic designer to support the firm’s visual communication needs.

Janice embodies Naviga’s culture by fostering open, honest communication and bringing a balanced mix of professionalism and approachability. She values the firm’s culture of autonomy and inclusivity, appreciating the trust and freedom Naviga provides its team members to take ownership and innovate. She is proud of Naviga’s courage to evolve, adapt, and embrace diverse perspectives — qualities she champions in her daily work.

Outside the office, Janice enjoys staying active, savoring good food and drinks with friends, and spending quality time with her family — especially watching her son play baseball. She also pursues creative hobbies like knitting and woodworking.

Her key advice to new Naviga team members is to ask questions and openly share ideas, emphasizing that every fresh perspective is vital to the firm’s ongoing growth and innovation. Janice’s dedication, adaptability, and collaborative spirit make her an essential contributor to Naviga’s success and a trusted leader within the team.

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About Charlotte, NC

Ready to embark on a new career adventure? Explore our job opportunities in and around Charlotte, North Carolina, where the Queen City's vibrant energy meets Southern charm. Known for its dynamic job market and diverse industries, Charlotte offers endless growth possibilities for professionals seeking new opportunities. Discover the city's rich history at the Levine Museum of the New South, catch a show at the Blumenthal Performing Arts Center, or immerse yourself in nature at the stunning Freedom Park. Indulge in the region's famous barbecue joints, explore the NASCAR Hall of Fame, or cheer on the Carolina Panthers at the Bank of America Stadium. Join us in Charlotte and unlock a world of career possibilities in this bustling city with a small-town feel.