ZestyAI

Sales Operations Manager

• Partner with Account Executives, Sales Leadership, and other internal stakeholders to support and guide complex deal proposals, structuring, pricing, and commercial terms.
• Act as the go-to expert for deal related queries.
• Provide timely support to ensure the sales cycle progresses efficiently and effectively.
• Identify and drive improvements in deal review workflows, approval processes, and sales tools to reduce friction and increase velocity.
• Ensure deals adhere to internal pricing guidelines, legal standards, and financial policies.
• Work closely with Legal and Finance to manage exceptions and escalate appropriately.
• Accurate and timely quote/opportunity generation, order forms, and other documentation throughout the sales process.
• Deliver actionable insights on deal performance, discounting trends, approval cycle times, and process bottlenecks to sales leadership.
• Work with Product, Marketing, and Customer Success to ensure deal strategies align with customer needs, product capabilities, and company goals

Sales Operations Analyst

Controller

• Lead the monthly, quarterly, and annual multi-entity close process; produce accurate consolidated GAAP financial statements (P&L, Balance Sheet, Cash Flow)
• Managing outsourced bookkeeping
• Develop accounting policies, SOPs, and internal controls
• Manage/oversee AP, AR, payroll accounting, reconciliations
• Own revenue recognition policy and execution (including complex data licensing and multi-element contracts)
• Prepare the company for financial audits and future diligence
• Manage outsourced bookkeeping, tax, payroll, and other accounting support
• Oversee AP/AR workflows and improve billing and collections rigor
• Strengthen working capital management

Artificial Intelligence

• Own full-cycle outbound recruiting across Go-to-Market roles (Sales, Customer Success, Risk Analytics, Marketing)
• Recruit for Engineering, Data Science, Machine Learning, Technical Product Management, and AI and emerging agentic AI roles
• Serve as a domain expert in Insurtech talent and build strong, proactive pipelines
• Partner with hiring leaders to translate complex technical and business requirements into high-quality candidate slates
• Support and enhance inbound screening processes across functions
• Leverage AI tools and automation to improve recruiting efficiency and effectiveness
• Build talent maps across the Insurtech ecosystem, including carriers, MGAs, startups, and adjacent AI and SaaS companies
• Provide market intelligence on compensation trends and competitive talent landscapes
• Represent ZestyAI professionally and credibly to senior technical, product, and commercial candidates

Sales Operations Analyst

Controller

Technical Talent Partner – Insurtech, AI