SavvyMoney

Sales Operations Manager

• Own, build, and refine scalable sales processes across the full revenue lifecycle—from lead routing and opportunity management to pricing and contracting.
• Lead pricing governance, including pricing entry, auditing, approval workflows, and alignment with Finance.
• Partner with sales leadership to improve forecasting accuracy, pipeline visibility, and sales performance tracking.
• Identify opportunities for workflow automation and operational improvements, and drive implementation from end-to-end.
• Ensure consistent adoption of processes, tools, and best practices across the sales team.
• Serve as the day-to-day owner of Salesforce CRM and CPQ functionality for the sales organization.
• Maintain data integrity and enforce data governance standards across accounts, opportunities, products, and pricing.
• Manage product catalog updates, discount frameworks, and contract/pricing structures in CPQ.
• Evaluate, implement, and optimize additional tools (e.g., sequencing, enablement, billing workflows, contract systems) to support scale.
• Build and maintain dashboards, reporting infrastructure, and analytics models to support Sales, Finance, and Leadership.
• Analyze large volumes of transactional and operational data (Salesforce, CPQ, Excel) to identify trends, performance gaps, and opportunities.
• Deliver clear, actionable recommendations that inform sales strategy, territory planning, quota setting, and operational improvements.
• Partner closely with Sales, Finance, Legal, and Operations to ensure pricing, contracts, and order processes run smoothly.
• Collaborate with Marketing and Product teams to support campaign tracking, product launches, and GTM initiatives.
• Act as a resource and advisor for sales enablement, providing training and documentation on tools, processes, and CPQ workflows.

SDET

• Design and develop automation frameworks and scripts, including choosing appropriate tools and technologies, creating reusable components, and designing test flows
• Create automation testing discipline within development and QA teams
• Execute automated tests against the application, analyze results, and identify any defects or issues
• Work closely with developers to understand application requirements, identify testable areas, and ensure testability is considered during development
• Document found issues, track their status, and communicate effectively with development teams to ensure resolution
• Perform regression testing by running tests after code changes to ensure that new functionality doesn't break existing features
• Maintain and improve test automation: update scripts to reflect changes in the application, optimize test execution, and explore new testing tools and techniques
• Document test plans and procedures by providing clear and concise documentation for test scripts, test cases, and overall test strategies
• Work in cross functional areas with internal partner engineering teams in a disciplined agile environment
• Actively engage with fellow engineers to ensure delivery of tools that make product development easier
• Communicate, coordinate and align automation strategy with engineering team members and make recommendations to improve reliability, performance, best practices and processes
• Be technically hands-on, actively involved in writing and reviewing automation code (not just overseeing the work)

Manager, Software Development Engineer in Test

Systems Engineer

• Integrates with loan origination systems (LOS) and online banking (OLB) platforms; APIs and REST patterns
• Tests and verifies partner configurations; interprets JSON schemas and log data
• Defines scope for integrations and onboarding; documents requirements and mappings
• Builds scalable onboarding processes; maintains configuration and integration documentation
• Manages multiple projects; coordinates across product, development, sales, and client support
• Tracks progress, communicates clearly and effectively

Sales Operations Manager

Manager, Software Development Engineer in Test

Business Systems Analyst – Fintech