Trading Technologies

Operations

• Own pipeline management, including stage definitions, exit criteria, and funnel hygiene standards
• Design and maintain lead routing rules and SLAs across sales stages
• Set CRM governance policies in partnership with the Revenue Systems Lead
• Design and continuously improve sales processes and maintain documentation
• Support customer lifecycle operations touchpoints with Customer Success
• Own and run pipeline reviews, forecast calls, QBRs, board meetings, and performance reviews
• Build and narrate KPI dashboards and executive reporting packages
• Track cross-functional GTM initiatives to completion
• Own the structure and calendar of recurring revenue operations meetings and drive decision velocity
• Facilitate forecast call logistics, roll-ups, and manager submissions
• Capture and consolidate forecast commitments during pipeline reviews
• Flag material variances and pipeline risk to leadership
• Partner with the RevTech Lead on CRM data and workflow requirements
• Partner with the Sales Enablement Lead so process changes are supported by training
• Support Finance and Deal Desk-adjacent needs regarding commercial policy adherence

GTM Operations Lead

• Own pipeline management, including stage definitions, exit criteria, and funnel hygiene standards
• Design and maintain lead-routing rules and SLAs across sales stages
• Set CRM governance policies, required fields, stage gates, and process rules, partnering with the Revenue Systems Lead on technical build
• Design and continuously improve sales processes and maintain documentation
• Support customer lifecycle operations touchpoints for renewals and expansions with Customer Success
• Own and run pipeline reviews, forecast calls, QBRs, board meetings, and performance reviews
• Build and narrate KPI dashboards and executive reporting packages
• Track cross-functional GTM initiatives to completion
• Own the structure and calendar of recurring revenue operations meetings and drive decision velocity
• Facilitate forecast call logistics, roll-ups, and manager submissions
• Capture and consolidate forecast commitments during pipeline reviews
• Flag material variances and pipeline risk to leadership
• Partner with RevTech on CRM data and workflow requirements
• Partner with Sales Enablement so process changes are supported by training
• Support Finance and Deal Desk-adjacent needs involving commercial policy adherence

• Own pipeline management, including stage definitions, exit criteria, and funnel hygiene standards
• Design and maintain lead routing rules and SLAs across sales stages
• Set CRM governance policy in partnership with the Revenue Systems Lead
• Design and continuously improve sales processes and maintain documentation
• Support customer lifecycle operations touchpoints for renewals and expansions with Customer Success
• Own and run pipeline reviews, forecast calls, QBRs, board meetings, and performance reviews
• Build and narrate KPI dashboards and executive reporting packages
• Track cross-functional GTM initiatives to completion
• Own the structure and calendar of recurring revenue operations meetings and drive decision velocity
• Facilitate forecast call logistics, roll-ups, and manager submissions
• Capture and consolidate forecast commitments
• Flag material variances and pipeline risk to leadership
• Partner with the RevTech Lead on CRM data and workflow requirements
• Partner with the Sales Enablement Lead to support training for process changes
• Support Finance and Deal Desk-adjacent needs as they arise

Business Development Rep

• Lead pre-sale strategy and execution for Compliance & Trade Surveillance opportunities with regional sales teams
• Participate in deal teams, prospect meetings, discovery sessions, and complex RFPs as a regulatory and product expert
• Build and deliver client-specific demonstrations, presentations, and proposals
• Coach and enable sales teams on capital markets regulation, trade surveillance use cases, and competitive positioning
• Serve as a subject matter expert on capital markets regulation and trade surveillance
• Represent Trading Technologies at industry conferences, panels, and networking events
• Develop and execute the business line's thought leadership agenda through whitepapers, blogs, and webinars
• Track evolving regulatory requirements and translate implications for clients, prospects, and internal teams
• Connect sales, product management, implementation, and customer support teams
• Participate in customer support and product management feedback and strategic sessions
• Provide market and client input into product roadmap and prioritization
• Partner with product management on go-to-market plans for new features and releases
• Develop and drive commercial processes for the Compliance & Trade Surveillance business line
• Support pricing, packaging, and deal structuring guidance
• Contribute to forecasting, planning, and pipeline reviews
• Identify and pursue new business opportunities and strategic partnerships
• Collaborate with legal, compliance, engineering, and marketing on client commitments
• Report pipeline, sales support activity, and market insights to senior leadership
• Build and maintain a network of legal and compliance professionals across financial services

Senior Director, Business Development – Compliance & Trade Surveillance

• Own quarterly and annual income tax provision under ASC 740, including current and deferred taxes, valuation allowances, uncertain tax positions, return-to-provision, and effective tax rate analysis and forecasting
• Prepare tax disclosures for financial statements and lender reporting
• Serve as primary tax contact for external auditors
• Maintain tax account reconciliations, provision-to-return true-ups, and audit-ready documentation
• Build and maintain tax controls and process documentation
• Own global tax compliance calendar across U.S. federal, state and local, and international jurisdictions
• Manage external tax advisors, including scope, deliverables, fees, and deadlines
• Manage tax audits, notices, and inquiries through resolution
• Monitor legislative and regulatory changes and assess company impact
• Own global transfer pricing framework, including policy design, documentation, local files, and country-by-country reporting
• Calculate, book, and monitor intercompany charges and true-ups
• Advise on international structure and cross-border flows, including entity rationalization, cash repatriation, withholding taxes, treaty positions, and permanent establishment risk
• Model and manage U.S. international tax positions including GILTI, FDII, BEAT, Subpart F, and foreign tax credits
• Lead tax work on M&A transactions from diligence through integration
• Partner with Accounting on acquisition accounting for tax and acquired-entity integration
• Develop and execute tax planning, including cash tax optimization, credits and incentives, R&D credits, entity structure, and post-acquisition integration
• Support executives and sponsor stakeholders with tax modeling and transaction analysis
• Own global indirect tax, including U.S. sales and use tax, VAT/GST, and digital services taxes
• Determine taxability and nexus for a multi-jurisdiction SaaS and data business
• Own tax engine and system configuration, such as Avalara, with NetSuite invoicing
• Manage exemption certificates, customer tax inquiries, voluntary disclosure agreements, and historical exposure remediation
• Manage and develop one direct report
• Partner with Legal, FP&A, Accounting, Revenue Operations, People, and business teams
• Translate complex tax positions into decision-ready recommendations for senior leadership and sponsor stakeholders

GTM Operations Lead

GTM Operations Lead

GTM Operations Lead

Senior Director, Business Development – Compliance & Trade Surveillance

Director of Tax