Sales Operations Analyst

Role Overview

• Support the daily workflow of requests received by Sales Operations from Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales
• Support ad hoc projects and assignments as needed for Sales Operations leadership and Channel & Client Growth teams
• Create and deliver performance reporting using Salesforce, CRM Analytics, Power BI, Excel, and other tools to illustrate performance against sales objectives
• Measure, analyze, and communicate key performance metrics, including sales growth, pipeline progression, conversion rates, sales activity, advisor engagement, and goal achievement
• Deliver actionable insights and content for sales management, senior leadership, business reviews, and executive summaries
• Maintain, refine, and enhance dashboards in Salesforce and CRM Analytics to deliver actionable insights and critical data for measuring sales goals and KPI achievement
• Analyze sales trends, business development activity, advisor behaviors, and market penetration to support targeting and growth strategies
• Work directly with Sales Managers and Team Leads to implement best practices in opportunity, funnel, and pipeline management to support accurate sales forecasting
• Optimize territory coverage and capacity to ensure effective resource allocation across supported sales channels
• Collaborate with Business Intelligence, Sales Compensation, Marketing, Finance, Technology, and CRM Development teams to support data governance and operational alignment

Requirements

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
• 3+ years of experience in Sales Operations, Revenue Operations, Business Analytics, Financial Services, or a related field
• Experience working with Salesforce CRM and sales reporting environments.
• Highly motivated self-starter with a strong customer service orientation and commitment to operational excellence
• Experience supporting sales, operations, analytics, or business planning functions within financial services, wealth management, asset management, banking, or fintech industries
• Experience working in a cross-functional environment supporting Sales, Marketing, Technology, Finance, or Business Intelligence teams

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule