Client: Retirement & Benefits SaaS Provider
Role: Sales Strategy Manager
Location: New York, NY (On-site)
Comp: ~$90K - $100K Base + Bonus & Equity
  
Overview
Our client is a fast-growing FinTech platform who build digital infrastructure for retirement, education, and health-focused savings programs, partnering with financial institutions, payroll providers, and government agencies.
  
As they continue to expand nationally, the business is looking to hire a Sales Strategy Associate to join their New York team reporting directly to the VP of Sales and play a key role in driving strategic initiatives, optimizing go-to-market performance, and supporting revenue enablement through data-driven insights and financial planning.
  
Key Responsibilities

• Own reporting and analysis for the GTM organization, provide regular reports to leadership
• Conduct in-depth ROI and operational analysis across sales pipelines, tools, teams, and product lines
• Support sales planning processes, including territory models, commission structures, and budget allocations
• Develop heat maps and market analytics to identify whitespace and upsell opportunities
• Build and maintain dynamic dashboards using platforms such as Salesforce, Tableau
• Contribute to strategic documents, business reviews, and internal planning presentations

  
Desired Qualifications

• 2-3 years’ experience in Sales Strategy, Consulting, or Revenue Operations within a SaaS, FinTech, or Financial Services environment
• Strong Excel skills with ability to handle large datasets and models
• Knowledge of Salesforce; familiarity with Tableau or Sigma is preferred

  
If you think you're a good fit, please reach out directly to:
Zachary Thompson - Zachary.Thompson@trevosepartners.com