GTreasury · 5 days ago
Business Partner
GTreasury is a global leader in treasury management systems, seeking an experienced Business Partner to act as a strategic advisor within go-to-market functions. This role focuses on bridging Revenue Operations capabilities with functional needs, ensuring process adherence, and driving departmental success through business analysis and change management.
AccountingBankingBusiness IntelligenceEnterprise SoftwareFinancial ExchangesFinancial ServicesFinTechInformation TechnologyPaymentsSoftware
Responsibilities
Partner with functional leaders to understand departmental objectives, challenges, and strategic priorities
Translate business requirements into systems, process, and data solutions in collaboration with RevOps teams
Identify opportunities for process improvement, automation, and operational efficiency gains
Conduct business requirements gathering for new tools, features, and workflow enhancements
Develop business cases and ROI analyses for proposed initiatives and system investments
Design and deliver training programs for new hires, system rollouts, and process changes
Create comprehensive onboarding materials, playbooks, and standard operating procedures
Lead change management initiatives to drive adoption of new tools, workflows, and best practices
Track adoption metrics and engagement levels to ensure successful implementation
Serve as the primary point of contact for functional teams on RevOps systems and processes
Create functional dashboards and operational trend reports tailored to departmental KPIs
Identify performance gaps through data analysis and recommend specific actions to improve metrics
Conduct root cause analysis on underperforming areas and develop corrective action plans
Present insights, trends, and action plans to functional leaders in regular business reviews
Monitor leading and lagging indicators to proactively flag risks and opportunities
Work closely with Rev Ops Ecosystem team (Salesforce System Lead, Marketing & Operations System Lead) to ensure systems support functional needs
Collaborate with Business Intelligence team to develop reporting requirements and validate data accuracy
Partner with other Business Partners (Sales, Marketing, Operations) to ensure cross-functional alignment and share best practices
Coordinate with Deal Desk, Proposal (RFP) Team, and Data Manager to optimize end-to-end revenue processes
Document and maintain process workflows, system configurations, and business rules
Ensure adherence to established processes and escalate exceptions appropriately
Identify bottlenecks and friction points in operational workflows and drive resolution
Support data governance initiatives by ensuring data quality and consistency within functional systems
Maintain system hygiene through regular audits and cleanup activities
Qualification
Required
3-5 years of experience in business operations, sales/marketing operations, business analysis, or similar role within a SaaS or technology environment
Strong understanding of go-to-market functions and revenue operations principles
Demonstrated experience with CRM systems (Salesforce preferred) and marketing automation platforms
Proven ability to translate business requirements into system configurations and process workflows
Experience developing training materials, facilitating workshops, and leading change management initiatives
Strong analytical skills with ability to extract insights from data and make actionable recommendations
Excellent communication and presentation skills with ability to influence stakeholders at all levels
Proficiency in data visualization tools (Tableau, Power BI, or similar) and Microsoft Office Suite
Preferred
Experience within treasury, financial services, or enterprise SaaS software environment
Background in sales operations, marketing operations, or customer success operations
Familiarity with project management methodologies and tools
Experience with business process mapping and workflow optimization
Knowledge of Loopio, HubSpot, or similar go-to-market tools
Certification in Salesforce Administrator, business analysis (CBAP), or project management (PMP)
Proficiency in statistical programming languages (Python, R) for advanced analytics
Experience with ETL processes and data pipeline development
Knowledge of revenue operations metrics, sales funnel analytics, and customer lifecycle analytics
Background in business analysis, management consulting, or strategic planning
Company
GTreasury
GTreasury provides a comprehensive treasury management system (TMS) designed to enhance cash visibility, forecasting, and risk control.
H1B Sponsorship
GTreasury has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$42MKey Investors
Mainsail Partners
2025-10-16Acquired
2017-10-24Series Unknown· $42M
Recent News
2026-01-11
2026-01-07
Company data provided by crunchbase