Senior Sales Operations Analyst

3 weeks ago

New York, United States Yieldstreet Full time

About the Role:

Yieldstreet is building a world class go-to-market sales and marketing organization and is hiring a Sales Operations Analyst to help support this growing business unit. You will work closely with our Sales Operations & Enablement Manager and our Sr. Sales Enablement Analyst as we scale teams such as the Private Client Group and Investor Relations teams alongside our Product and Lifecycle Marketing Functions. As a Sales Operations Analyst, you will play a critical role in driving the efficiency and effectiveness of our marketing organization. You will work closely with stakeholders to analyze data, develop insights, and implement strategies that support firm objectives. This role is ideal for someone who enjoys working with data, has strong analytical skills, and is eager to contribute to the success of a fast growing sales team.  Key responsibilities of the Sales Operations Analyst range from Data Analysis, Tech Stack Ownership and Administration (Salesforce, Groove, Zoominfo), Compensation Plan Creation & Management, Headcount Planning, and general Sales Strategy and Support. 

Yieldstreet provides income generating investment opportunities that have historically been unavailable to most investors. You will leverage your analytical nature and solution oriented mindset to help scale a team that is directly impacting Yieldstreet's mission of putting millions of people on the path towards financial independence. 

What you'll do:

  • Data Analysis: Analyze and interpret customer data to identify trends in areas such as interactivity, investment behavior, success rates of campaigns, and associate activity rates to provide actionable insights for sales leadership in a scalable fashion.
  • CRM Maintenance: Maintain Salesforce infrastructure and data quality.  Implementing new enhancements and fields on an ongoing basis as the stakeholder teams evolve.
  • Sales Process Optimization: Collaborate with Investor Relations, Marketing, and the Private Client Group to streamline processes and cross-team collaboration.
  • Team Goal Planning: Work with Marketing and Sales Leader to assist in high level planning and goal setting for teams. Reporting and accountable communication on progress towards these goals. 
  • Headcount Planning: Support hiring decisions by running ROI Analysis on specific roles to recommend an ideal headcount growth strategy.  Track progress to ROI plan on an ongoing basis.
  • KPI Tracking: Create and maintain sales performance dashboards and reports. Track and report on key performance indicators (KPIs) to measure progress.
  • Sales Tools and Technology: Support the implementation and maintenance of sales enablement tools and systems (Groove, Salesforce, Zoominfo) to enhance sales team productivity.
  • Client Segmentation: Accurately pull client populations based on specified criteria for team outreach initiatives.
  • Account Planning: Manage the Private Client Group’s Account Coverage Model, fine tune over time, and conduct quarterly refreshes to coverage grounded in data
  • Management Presentation Creation: Prepare regular presentations for Leadership and the Board of Directors  to display the metrics and ongoing initiatives for supported teams.  Own the Private Client Group and Investor Relations company-wide monthly update decks.
  • Performance Review Reporting: Support Year-End and Mid-Year Performance reviews by synthesizing activity and outcome related data on client facing Associates
  • Process Documentation: Document and maintain sales processes, procedures, and best practices.
  • Ad Hoc Analysis: Conduct ad hoc analysis and projects as requested by sales leadership.

What you'll need:

  • Bachelor’s Degree 
  • 2-3 years of relevant experience in sales operations, revenue operations or as a business analyst
  • Advanced Excel, PowerPoint, Google sheets and Google slides skills
  • Experience with Salesforce CRM
  • Comfortable analyzing large data sets and using insights to make informed decisions
  • Familiarity with sales concepts and metrics
  • Understanding of basic financial principles and terminology 
  • Excellent organization and follow up skills
  • Ability to thrive in a dynamic and fast paced startup environment  
  • Intellectual curiosity and a willingness to learn

Bonus points for:

  • Salesforce Admin Certification
  • Knowledge of private markets
  • Prior experience in sales 
  • Familiarity with data visualization tools (Looker, Tableau, Power BI, etc.)
  • Presentation Skills

About Yieldstreet

Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence. 
 
Why Yieldstreet?

Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week. 

What’s in it for you:

 

Competitive compensation packages including equity 

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO 

401k Match 

Learning and Development stipend 

Wellness credit

Paid lunch once a week

Commuter benefit  

Life insurance

Sabbatical

Summer Fridays

Compensation:

  • HIRING SALARY RANGE: $80k+ (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes generous, bonus, benefits and equity.

  • Senior Sales Operations Analyst

    3 weeks ago

    New York, New York, United States Yieldstreet Full time

    About the Role:Yieldstreet is building a world class go-to-market sales and marketing organization and is hiring a Sales Operations Analyst to help support this growing business unit. You will work closely with our Sales Operations & Enablement Manager and our Sr. Sales Enablement Analyst as we scale teams such as the Private Client Group and Investor...

  • Analyst/Sr Analyst, Sales Strategy

    5 days ago

    New York, United States Salesforce Full time

    As part of a high-performance, fast-paced, and collaborative team, your role will encompass all aspects of running a successful sales organization, which includes GTM (Go-To-Market) planning, growth strategy, sales forecasting, business operations, a Analyst, Operations, Strategy, Sales, Business Operations, Sales Leader, Technology

  • Senior Financial Analyst

    4 days ago

    New York, United States Marcolin Full time

    Senior Financial Analyst The Financial Analyst is responsible for providing financial, analytical and operational support to Finance; Sales and Corporate Management. The position focuses on analysis of sales, margin, expense analysis, and operational support to assist the Management team. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide actual sales results...

  • Senior Financial Analyst

    2 days ago

    New York, United States Marcolin Full time

    Senior Financial AnalystThe Financial Analyst is responsible for providing financial, analytical and operational support to Finance; Sales and Corporate Management. The position focuses on analysis of sales, margin, expense analysis, and operational support to assist the Management team. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide actual sales results in...

  • Senior Financial Analyst

    6 days ago

    New York, United States Marcolin Full time

    Senior Financial AnalystThe Financial Analyst is responsible for providing financial, analytical and operational support to Finance; Sales and Corporate Management. The position focuses on analysis of sales, margin, expense analysis, and operational support to assist the Management team. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide actual sales results in...

  • Senior Operations Analyst

    2 weeks ago

    Valley Stream, New York, United States Alba Wheels Up International Full time

    Alba Wheels Up is a premier Customhouse broker and Freight Forwarder. Alba Wheels Up has become the standard for the expertise needed to handle the Wearing apparel, Perishable, Electronics, and Marble & Stone sectors, traditionally the most difficult commodities to both harmonize and provide supply chain management to. Our Global network provides true...

  • Senior Business Analyst, Data Management and Reporting

    1 day ago

    New York, United States T. Rowe Price Group, Inc. Full time

    The Senior Business Analyst on the Sales and Client Data Strategy Team will be responsible for supporting a comprehensive data strategy in line with overall business priorities and sales capabilities to lay the groundwork for the long-term vision of Business Analyst, Management, Business, Analyst, Reporting, Data, Technology

  • Senior Tax Analyst

    4 days ago

    New York, United States Creative Financial Staffing Full time

    About the Firm- Senior Tax Analyst: CFS of New York is working with a prestigious global law firm located in Midtown, Manhattan The organization is experiencing aggressive growth in the United States and they are seeking their next Sr. US Tax Analyst This would be a great opportunity for someone who is interested in taking their career from public...

  • Senior Financial Analyst

    3 weeks ago

    New York, United States Magic Spoon Full time

    Job DescriptionJob DescriptionMagic Spoon reimagines your favorite childhood breakfast into a high-protein, grown up cereal to power your days. Since launching in 2019, we've become one of the fastest growing DTC brands, Forbes called us "the future of cereal", TIME Magazine named us in their Top 100 inventions, and we’ve launched in cereal aisles...

  • Senior Financial Analyst

    2 weeks ago

    New York, United States Magic Spoon Full time

    Job DescriptionJob DescriptionMagic Spoon reimagines your favorite childhood breakfast into a high-protein, grown up cereal to power your days. Since launching in 2019, we've become one of the fastest growing DTC brands, Forbes called us "the future of cereal", TIME Magazine named us in their Top 100 inventions, and we’ve launched in cereal aisles...

  • Senior Sales Operations Manager

    4 weeks ago

    New York, United States ActiveFence Full time

    About the position About the Role:ActiveFence is looking for a motivated and talented Senior Sales Operations Manager to help refine and manage its operational rhyme and lead to cash process, provide strategic analyses and instill operational thoughtfulness to our GTM organization. As a core member of the rev ops team you will lead key parts of the strategic...

  • Global Credit

    5 days ago

    New York, United States JPMorgan Chase & Co. Full time

    As a Executive Director, senior desk analyst, you will work collectively with traders and sales to generate ideas and make secondary markets in high grade/high yield bonds/ CDS, CL - Os, distressed bonds, loans, trade claims, indices, exotics, and il Director, Executive, Analyst, Senior, Credit, Global, Technology, Banking

  • Sales Operations Senior Manager

    4 weeks ago

    New York County, New York, United States Christian Dior Perfumes Full time

    Job Description The Sales Operations Senior Manager will split their time managing all commercial budgets with the Account team and Finance for North America and providing retail sales reporting support to the commercial team. Commercial Budgets: Allocate Omnichannel budgets and reconcile monthly with the Account team and Finance for North America,...

  • Senior Operational Planning Analyst

    4 days ago

    New York, United States Top International Banking Institution Full time

    Immediate FTE Loan Operations Officer Opening Hybrid: 3 Days Remote / 2 Days On-Site in Midtown, NYC Top International Corporate and Trust Bank - Midtown, NYC AVP, Senior Operational Planning Analyst Compensation: $110,000.00 To 135,000.00 Annually + Bonus Apply - Qualified candidates, please email your resume to cjason@networkesc.com for consideration...

  • Junior Business Analyst

    2 weeks ago

    New York, United States Guggenheim Partners Full time

    Position Summary The Junior Business Analyst will be part of a team in the Office of the President. The role will work directly with the Senior Business Analyst and the marketing and distribution team to develop internal and external analytics, tracking and budgeting distrubiton related expenses, and serve as the point person for the team in...

  • Area Director of Sales/Regional Sales Manager

    4 weeks ago

    New York County, New York, United States Sunrise Senior Living Full time

     : Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 6th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of. COMMUNITY NAME: The Apsley Job ID: (phone number removed) JOB OVERVIEW: "Sunrise is the best place that I've ever...

  • Senior Operational Planning Analyst

    6 days ago

    New York, United States Top International Banking Institution Full time

    Immediate FTE Loan Operations Officer Opening Hybrid: 3 Days Remote / 2 Days On-Site in Midtown, NYCTop International Corporate and Trust Bank - Midtown, NYCAVP, Senior Operational Planning AnalystCompensation: $110,000.00 To 135,000.00 Annually + BonusApply - Qualified candidates, please email your resume to cjason@networkesc.com for...

  • Senior Operational Planning Analyst

    2 days ago

    New York, United States Top International Banking Institution Full time

    Immediate FTE Loan Operations Officer Opening Hybrid: 3 Days Remote / 2 Days On-Site in Midtown, NYCTop International Corporate and Trust Bank - Midtown, NYCAVP, Senior Operational Planning AnalystCompensation: $110,000.00 To 135,000.00 Annually + BonusApply - Qualified candidates, please email your resume to cjason@networkesc.com for...

  • Senior Operational Planning Analyst

    2 weeks ago

    New York, United States Top International Banking Institution Full time

    Immediate FTE Loan Operations Officer Opening Hybrid: 3 Days Remote / 2 Days On-Site in Midtown, NYCTop International Corporate and Trust Bank - Midtown, NYCAVP, Senior Operational Planning AnalystCompensation: $110,000.00 To 135,000.00 Annually + BonusApply - Qualified candidates, please email your resume to cjason@networkesc.com for...

  • Senior Business Analyst

    4 weeks ago

    New York, United States Global Channel Management Full time

    About the job Senior Business Analyst Senior Business Analyst needs 12+ years experienceSenior Business Analyst requires:WFH NYAdvanced Excels skills required)Experience with ASC 606 Revenue Recognition, preferably understandingExperience with SaaS revenue recognition.Experience with ERP conversions/reconciliationsAbility to work with independently.Senior...