The posting
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.
Senior Manager, Chief of Staff Office (CRO)
Role Summary
The Senior Manager, Chief of Staff Office plays a critical role in enabling the Chief Revenue Officer (CRO) and Chief of Staff to execute the organization's revenue strategy. This role serves as a strategic operator, driving governance, business performance management, executive communications, sales planning, forecasting discipline, and cross-functional execution across the global sales organization.
Working closely with sales leadership, operations, finance, strategy, and regional teams, this individual ensures the CRO is prepared for key business reviews, customer engagements, leadership forums, and board-level discussions. The role requires a unique blend of strategic thinking, operational rigor, executive-level communication, and program management excellence.
Key Responsibilities
Business Governance & Performance Management
- Establish and maintain governance processes that drive accountability across the sales organization.
- Develop and manage executive dashboards, KPIs, and performance reporting for the CRO and leadership team.
- Monitor progress against revenue, pipeline, forecasting, customer, and operational objectives.
- Identify performance trends, risks, and opportunities, providing actionable recommendations to leadership.
- Coordinate monthly, quarterly, and annual business reviews across regions and functions.
Executive Support & Leadership Enablement
- Partner with the Chief of Staff to ensure the CRO is fully prepared for executive meetings, leadership reviews, board discussions, and operating reviews.
- Create executive briefing materials, strategic summaries, and decision-support content.
- Develop customer meeting briefing documents that synthesize account strategy, relationship history, commercial opportunities, risks, and desired outcomes.
- Prepare executive talking points, presentations, and communications for internal and external audiences.
Strategic Planning & Business Integration
- Translate strategic priorities into coordinated action plans across regions, teams, and functions.
- Consolidate inputs from sales, customer success, product, marketing, finance, and operations teams into coherent executive narratives.
- Support annual planning cycles, territory planning, sales capacity planning, and operating rhythm activities.
- Connect geographic and functional priorities into a unified view of business performance and execution.
Sales Planning & Forecast Management
- Coordinate and manage the sales planning process across the organization.
- Lead forecasting governance, ensuring consistency, accuracy, and accountability across regional teams.
- Partner with sales leaders and finance to identify forecast risks, opportunities, and required interventions.
- Drive executive reporting and leadership reviews related to bookings, pipeline, revenue performance, and forecast attainment.
- Support quarterly and annual target-setting activities.
Cross-Functional Program Management
- Track and manage key CRO deliverables, commitments, and strategic initiatives.
- Coordinate inputs from multiple stakeholders to ensure timely and high-quality execution.
- Maintain visibility of dependencies, risks, decisions, and actions across the broader leadership team.
- Drive follow-up and accountability for executive action items and business commitments.
Executive Communications
- Produce concise, executive-level communications for senior leadership audiences.
- Draft leadership updates, business reviews, talking points, strategic narratives, and presentation materials.
- Translate complex business information into clear and compelling executive messages.
- Ensure messaging is aligned across leadership communications and strategic initiatives.
Process Improvement & Automation
- Identify opportunities to automate reporting, governance processes, sales workflows, and executive reporting.
- Leverage technology, analytics, and AI-driven solutions to improve efficiency and reduce manual effort.
- Champion a culture of continuous improvement and operational excellence.
- Evaluate new tools, processes, and capabilities that support sales execution and management visibility.
Qualifications
Experience
- Extensive experience in business operations, sales operations, strategy, management consulting, chief of staff, or revenue operations roles.
- Experience supporting executive leadership teams and operating in fast-paced, high-growth environments.
- Proven experience managing executive-level reporting, forecasting, and business performance processes.
- Experience leading cross-functional initiatives involving multiple stakeholders and senior leaders.
- Experience managing operational or sales operations teams.
Skills & Competencies
- Exceptional strategic thinking and business acumen.
- Strong executive communication and presentation development skills.
- Outstanding written communication with the ability to create board- and executive-level content.
- Advanced analytical and problem-solving capabilities.
- Strong project and program management skills.
- Experience with CRM platforms, sales analytics, and forecasting methodologies.
- Ability to influence without direct authority and drive alignment across diverse stakeholder groups.
- Highly organized with strong attention to detail and execution discipline.
Success Profile
The ideal candidate combines the strategic mindset of a business leader, the communication skills of an executive advisor, and the operational rigor of a senior sales operations professional. They are comfortable working with executives, synthesizing complex information, driving accountability across teams, and ensuring the CRO and Chief of Staff can focus on high-value strategic priorities with confidence that execution is being managed effectively.
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.
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
