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Strategy and Operations Principal

Fort Worth, TX · On-site

$125K - $170K/yr

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Financial Operations Analyst - Clinical Research Department:James | Research Scope of Position The ... The department provides support to the Clinical Trials Office (CTO), Principal Investigators (PIs ...

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Experience in Financial Management and Comptroller to serve as the principal financial advisor ... Bring your Operations Finance Analyst Principal expertise and drive for innovation to GDIT. The ...

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How much do financial operations principal jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial operations principal in the United States is $109,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is a financial operations principal?

Financial Operations Principals, often referred to as FinOps Principals, are professionals responsible for overseeing the financial and operational compliance of broker-dealers and financial firms. They ensure that firms adhere to industry regulations, such as those set by FINRA and the SEC, and manage the accuracy of financial reporting, capital requirements, and internal controls. Typically, they hold the FINRA Series 27 or Series 28 license, enabling them to perform key financial oversight functions. Their role is crucial in maintaining the integrity and financial stability of the organizations they serve.

What skills and qualifications are needed to thrive as a financial operations principal?

To thrive as a Financial Operations Principal, you need a solid background in finance or accounting, experience with regulatory compliance, and often a relevant degree such as a CPA, CFA, or FINRA Series 27/28 license. Familiarity with financial management software, reporting systems, and risk management tools is typically required. Strong analytical thinking, leadership, and attention to detail, combined with excellent communication skills, help distinguish top professionals in this role. These skills ensure accurate financial oversight, regulatory adherence, and the ability to lead teams effectively in complex financial environments.

What is the difference between Financial Operations Principal vs Financial Analyst?

AspectFinancial Operations PrincipalFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree, CFA or related certifications beneficial
Work EnvironmentStrategic, leadership-focused, cross-departmentalAnalytical, reporting, data-driven
Employer & Industry UsageFinancial services, corporate finance, investment firmsCorporations, banks, investment firms, consulting

The Financial Operations Principal and Financial Analyst roles both require strong financial knowledge and certifications like CPA or CFA. However, the Principal focuses on strategic leadership, overseeing financial operations and guiding teams, while the Analyst concentrates on data analysis, reporting, and supporting decision-making. The Principal role is more senior and involves broader responsibilities, often in leadership and strategic planning, whereas the Analyst role is more technical and detail-oriented.

What are common challenges faced by financial operations principals when coordinating across departments?

Financial Operations Principals often encounter challenges related to aligning financial processes between departments such as accounting, compliance, and operations. These challenges include ensuring timely and accurate data sharing, managing differing priorities, and maintaining consistent communication among teams. Overcoming these obstacles usually requires strong project management skills, a proactive approach to problem-solving, and the ability to foster collaborative relationships. Many organizations support cross-functional meetings and workflow documentation to help streamline these interactions.
More about Financial Operations Principal jobs
What job categories do people searching Financial Operations Principal jobs look for? The top searched job categories for Financial Operations Principal jobs are:
Financial Operations Principal jobs near you
Infographic showing various Financial Operations Principal job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $109,393 per year, or $52.6 per hour.

Commercial Sales Operations, Principal - Stellarus

Blue Shield of California

Oakland, CA • On-site

$137K - $206K/yr

Full-time

Medical, Vision

This job post has expired 5 days ago. Applications are no longer accepted.

Blue Shield Of California rating

8.4

Company rating: 8.4 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

117th of 301 rated insurance

Job description


Your Role
The Commercial Sales Operations, Principal - Stellarus is the functional owner of sales systems, data integrity, forecasting, and operational rigor across the revenue organization. Reporting to the Senior Director, Commercial Operations, this role ensures that Stellarus' sales organization operates with clarity, consistency, and trusted data as the company scales.
This role partners closely with Sales Development, Sales Leadership, Marketing, Finance, and Product to design and maintain the infrastructure, processes, and analytical frameworks that enable predictable growth. The Commercial Sales Operations, Principal - Stellarus balances strategic leadership with hands on execution, owning both the operational foundations and the insights that support effective, data driven decision making.
Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow-personally, professionally, and financially. We are looking for leaders who are energized by building high-performing teams, driving outcomes with integrity, and fostering continuous learning.
Responsibilities
Your Work
In this role, you will:
Sales Operations Strategy & Governance
  • Own sales operations strategy and governance across the revenue organization, ensuring consistency, clarity, and scalability as the business grows
  • Establish and maintain standardized sales definitions, rules of engagement, SLAs, and operating cadences across Sales, Sales Development, and Marketing
  • Serve as the primary point of accountability for sales operational rigor, partnering with sales leadership to align execution to revenue goals

CRM, Workflow, & Data Integrity Ownership
  • Own CRM architecture, data integrity, and governance, ensuring Salesforce and related systems accurately reflect sales activity, pipeline progression, and forecast readiness
  • Lead auditing and remediation of routing logic, lifecycle stages, field mapping, and data quality issues in partnership with data and systems stakeholders
  • Design and maintain scalable workflows for lead management, opportunity progression, and partner-sourced pipeline

BDR / SDR Operations Enablement (in Partnership with Sales Development)
  • Partner closely with Sales Development leadership to operationalize BDR/SDR motions, including routing, SLAs, campaign progression, and reporting
  • Support onboarding and enablement for BDRs, SDRs, and AEs on CRM usage, reporting expectations, and operating standards
  • Ensure sales development activity is measurable, transparent, and aligned to pipeline and revenue goals

Forecasting, Planning, & Performance Management
  • Own sales forecasting methodologies, pipeline modeling, and performance tracking in partnership with Sales Leadership and Finance
  • Support annual and quarterly planning processes, including quota support, territory models, and capacity planning
  • Improve forecast accuracy and pipeline predictability through disciplined analytics and operational controls

Analytics, Reporting, & Executive Insights
  • Design and maintain dashboards and reporting that provide clear visibility into pipeline health, conversion rates, speed to lead, and sales productivity
  • Translate data into actionable insights for sales leaders, identifying risks, growth opportunities, and process improvements
  • Support executive and board-level reporting with trusted, repeatable sales performance metrics

Sales Process Optimization & Deal Support
  • Continuously assess and optimize the end-to-end lead to revenue process to improve efficiency, conversion, and speed
  • Partner with Legal, Finance, and Deal Desk stakeholders to streamline deal workflows and improve close readiness
  • Support quarter end execution through disciplined pipeline inspection, escalation management, and reporting

Cross Functional Partnership
  • Function as a strategic partner to Sales, Sales Development, Marketing, Finance, Product, and Legal
  • Align operational execution across functions to support go-to market initiatives and enterprise healthcare sales requirements
  • Foster a culture of accountability, data driven decision making, and continuous improvement across the revenue organization

Qualifications
Your Knowledge and Experience
  • Requires a bachelor's degree in business, analytics, technology, or equivalent experience
  • Requires 10 years of experience in sales operations, revenue operations, or commercial operations roles within SaaS, enterprise technology, or healthcare-focused organizations
  • Requires proven experience owning and optimizing CRM systems (Salesforce and/or HubSpot), including data governance, routing logic, lifecycle stages, and reporting
  • Requires strong expertise in pipeline analytics, forecasting, pipeline velocity, and sales performance KPIs, with experience improving forecast accuracy and predictability
  • Requires experience partnering cross-functionally with Sales, Sales Development, Marketing, Finance, Legal, and Deal Desk teams to streamline deal cycles and improve operational efficiency
  • Requires ability to operate as a trusted advisor to senior sales leadership, balancing strategic insight with hands-on operational execution
  • Experience supporting enterprise and/or healthcare technology sales organizations, including complex buying environments and regulated markets, strongly preferred

About the Team
About Stellarus and the Ascendiun Family of Companies
Stellarus, launched in January 2025, is designed to scale innovative healthcare solutions that support customers in creating a health care experience deserving of their family, friends, and neighbors.
Stellarus is part of a family of organizations that is overseen by a nonprofit corporate entity named Ascendiun. The Ascendiun Family of Companies also includes Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan and Altais, a clinical services company.
Stellarus' vision is to empower its customers to create a healthcare experience that is worthy of their family, friends, and neighbors. Stellarus' objective is to offer innovative, modern, scalable solutions that challenge the health care status quo. This very closely aligns with Blue Shield of California's vision by using innovation to improve quality, affordability, and experience for members.
To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.
Our Values:
At Stellarus, our core values of agility, trust, drive, courage and service shape our approach to developing innovative product offerings.
Our Workplace Model:
We believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility - providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in-person interaction, collaboration, connection, creativity and flexibility:
  • For most teams, this means coming into the office two days per week.
  • Employees living more than 50 miles from an office location, out of state employees, and employees in certain member-facing roles should work with their manager to determine in-office time based on business need.
  • For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being.

The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews.
Physical Requirements:
Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day.
Please click here for further physical requirement detail.
Equal Employment Opportunity:
External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.

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