Sales Operations Manager

TLDR

Drive operational excellence by owning CRM infrastructure and optimizing sales processes to support rapid customer growth in a dynamic fintech environment.

Who We Are:

Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision.

Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.

 

Our Team Members:

We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

Your Role:

We’re looking for a Sales Operations Manager to help scale our go-to-market engine in a fast-growing fintech environment. You will be the operational backbone for our Sales team — owning CRM infrastructure, improving pipeline visibility, strengthening forecasting accuracy, and ensuring our revenue processes can scale with rapid customer and product growth.

This is a high-impact, hands-on role where you’ll partner with Sales Leadership, RevOps, Marketing, Solutions and Success to optimize how we acquire, convert, and grow customers in a regulated, data-driven industry.

The strategy and operations team is 100% distributed and remote.  This role will report directly to the Sr. Sales Operations Manager.

 Things You Get To Do:

  • Own day-to-day HubSpot administration, including workflows, automation, lead routing, data hygiene, reporting, and dashboards.
  • Define and improve scalable sales processes, ensuring clean pipeline data, documentation and reporting.
  • Analyze funnel performance, conversion rates, pipeline health and support sales forecast reporting.
  • Manage and optimize the GTM tech stack; evaluate and implement new tools to automate workflows and enhance rep efficiency.
  • Support territory modelling, quota processes, and incentive compensation accuracy.
  • Partner with Marketing, Customer Success, Onboarding, Product, and GTM leadership to ensure seamless handoffs, aligned processes, and strong tool adoption.
  • Document and roll out new workflows; support training and enablement for global sales teams.
  • Run ad-hoc analyses and assist with operational projects as assigned.
     

Who You Are (Must-Haves):

  • 3–5+ years in Sales/Revenue Operations or GTM Operations (fintech or SaaS preferred).
  • Strong CRM skills (HubSpot preferred)
  • Analytical mindset with proficiency in Excel/Sheets and BI tools.
  • Detail-oriented, process-focused, and comfortable working independently in a remote environment.
  • Excellent communication and cross-functional collaboration skills.
  • Bachelor’s degree in business or related field (not sure if this needs to be a must/ is standard in our JDs)

 Who You Might Be (Nice-to-Haves):  

  • Startup mindset for a fast-paced, high-growth environment
  • Knowledgeable about marketing, sales and success tools and systems
  • A strong curiosity about a career in the FinTech industry

How We Take Care of You:

  • Competitive Salary & Stock Options
  • Health Benefits
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month via a Brex Card

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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Benefits

Home Office Stipend

New Hire Home-Office Setup: One-time USD $500

Wellness Stipend

Monthly Stipend: USD $150 per month via a Brex Card

Alpaca builds a self-clearing brokerage infrastructure that supports a wide array of financial products including stocks, ETFs, options, and crypto. It's designed for financial institutions globally, enabling them to leverage institutional-grade APIs for seamless trading. What sets us apart is our commitment to making financial services accessible to everyone, no matter where they are.

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