CRM Operations Manager

What is Finary?

At Finary, we are on a mission to create the money management experience we’ve always dreamt of. We are building a one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!

Mounir & Julien launched Finary in 2021. Since then, we have made great strides by reaching 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.

Why now?

A new generation of investors is emerging: an ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt of. Finary exists to revolutionize the personal money management experience.

To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom), and Eric Demuth (CEO of Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.

There’s never been a more exciting time to join Finary!

What we offer

At Finary, the team is composed exclusively of A-players who want to be challenged and achieve more. We're relentlessly pushing forward to deliver the best products possible. Our culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Read more about our values here.

You'll join a thrilling and motivating environment where you'll learn a lot and have a lot of freedom and responsibilities to express your talent.

Finary is a hybrid remote company. Our talented team is currently based in France and across Europe. Our office is located in the heart of Paris, and we organize on-site every 6 weeks.

At Finary, you’ll enjoy:

• Working with brilliant people in a motivating and fast-paced environment

• Having the opportunity to have a real impact in a sector that touches everyone's life: personal finance.

• Being empowered and trusted to bring and become the best version of yourself.

• Gathering at the office or in nice places every 6 weeks

• A competitive compensation package

What we care nothing about:

• Fancy degrees

• Free laundry, lattes, or other fancy perks

• Meal vouchers

Why Finary One?

At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our unique tech platform.

Forget about advisors that feel like salespeople: with Finary One, we are defining the Wealth Management model.

About the role

Your manager will be Corentin, Head of Finary One

As our CRM Operations Manager, you will be the backbone of Finary One’s revenue operations, ensuring smooth workflows, automation, and data-driven decision-making. You will manage our CRM (HubSpot), sales automation, customer journey, and operational KPIs to create a seamless experience for our clients and internal teams.

CRM & Lead Management

• Maintain and optimize HubSpot to track and manage leads efficiently.

• Ensure 100% lead capture and follow-ups with automation and workflows.

• Improve processes for meeting scheduling, handovers, and pipeline tracking.

Sales Operations & Process Optimization

• Design and enforce workflows for Advisory and Ops teams.

• Ensure seamless handover notes & process adherence for Ops Managers.

• Automate repetitive tasks to improve efficiency and reduce manual work.

Customer Experience & Retention

• Streamline onboarding and data collection to create a smooth client experience.

• Set up and track CSAT (Customer Satisfaction Score) for operations.

• Improve efficiency in subscription creation for our partners.

Data, KPIs & Reporting

• Build dashboards to track churn, expansion, lead conversion rates, CSAT, and financial performance.

• Provide insights and reports for continuous process improvement.

Tech & Tools Management

• Manage HubSpot and other advisory/ops tools.

• Test and implement new tools to improve workflows and efficiency.

• Ensure seamless adoption of technology within the team.

You’d be a great fit if you

• 5+ years of experience in Sales Operations, Revenue Operations, or related fields.

• Background in Financial Services is a plus.

• Proficiency in CRM systems (HubSpot) and automation tools.

• Strong data analysis skills and ability to generate actionable insights.

• Experience with CSAT, KPI tracking, and sales automation.

• Comfortable testing and implementing new tools and technologies.

• based in Paris and french native speaker (both mandatory)

Bonus points if you

• Play sport on a competitive level

How to apply?

Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.