Revenue Operations Associate

Revenue Operations Associate | London

Monex S.A.P.I. de C.V. (“Monex”), a global investment-grade financial services institution. Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.

We specialise in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs – whether for goods, services, or direct investments.

In 2023, Monex facilitated $309 billion in FX turnover, managed $10.7 billion in assets, and processed 8.5 million transactions. With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 66,000 clients worldwide.

By combining global reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimise efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.  Our corporate client experience is further enhanced by our dedicated sector expertise across a range of industries.

Job Overview

We are seeking a highly motivated Revenue Operations Associate to join our dynamic team. As a Revenue Operations Associate, you will play a pivotal role in supporting our revenue growth strategies by analyzing and optimizing our sales processes, streamlining operations, and providing crucial insights to our sales and finance teams.

In this role, you will have the opportunity to work closely with cross-functional teams, including Sales, Sales Operations, Marketing, Market Researchand Finance, to ensure the smooth execution of our Revenue Operations initiatives. The ideal candidate is a detail-oriented individual with strong analytical skills, a passion for driving results, and a desire to contribute to the success of our organization.

Key Responsibilities

• Prepare sales analyses, reports, dashboards, and metrics to highlight trends, opportunities, and challenges for the sales and executive teams.
• Analyze sales data and provide actionable insights to Sales managers and representatives to assist in achieving revenue targets.
• Collaborate with the Sales and Marketing teams to operationalize the strategies and tactics that maximize sales effectiveness and efficiency. 
• Create and manage Revenue Operations documentation and knowledge library in the company intranet. 
• Provide regular and ad hoc training and support to Sales personnel on revenue operations processes and reporting. 
• Serve as a liaison in a cross functional environment to ensure cohesiveness in areas including Sales, Sales Operations, Finance, Marketing, and Human Resources.  
• Support the implementation and utilization of sales technology tools, such as CRM systems and Sales Commission Software.
• Assist in developing and documenting sales policies, procedures, and guidelines to ensure consistency and compliance across the organization.
• Assist in the day-to-day triaging and resolution of data issues.  Escalate as needed. 

Job Requirements

• Bachelor's degree in business, finance, or related field.
• 2+ years of experience in revenue operations, sales operations, finance, or a related field.
• Strong analytical and problem-solving skills.
• Advanced understanding of MS Excel including pivot tables, lookups, and macros.
• Experience with data visualization tools, such as Power BI.
• Understanding of CRM systems, such as Salesforce.
• Detail-oriented with the ability to manage multiple projects simultaneously.
• Proactive and self-motivated with a strong ability to work independently and as part of a team.