Sales Ops Analyst

6 days ago


San Francisco, United States 1872 Consulting Full time

Sales Ops Analyst – Remote (San Francisco or Boston)Company Summary:As the market leader in providing financial services to the world's most innovative tech and life science companies and investors, we have exposure to vast amounts of data covering the breadth of the startup and VC landscape. While data has been integral to our growth over the past 30+ years, we're placing an even greater emphasis on being a data-driven organization by establishing the Analytics & Sales Operations team to support all sales-focused aspects of our banking practices.Role Summary:We are looking for a fast-learning, energetic, and passionate Sales Operations Analyst II interested in making an immediate impact in the high net worth/innovative ecosystem. This position will work cross-functionally with our sales, finance, and marketing teams to uncover market potential, develop actionable insights, and improve/develop processes.What you'll be doing: Driving data-focused decisions through deep-dive analytics and business acumen.Assisting with ad hoc data pulls and business analytic requests.Leading maintenance and accuracy of the company's proprietary data within SFDC.Identifying opportunities for process optimization and automation, process redesign, or development of new ones.Constructing proprietary datasets leveraging internal and external data to extract valuable insights.Creating high-quality reports for internal consumption that combine market observations with data insights.Supporting the team in tracking team performance and analyzing key metrics related to client acquisition pipeline, loan portfolio, funding, product penetration, referral channels, etc.Researching and profiling targeted prospects, identifying and aggregating current relationships, and identifying potential cross-selling opportunities for prospects.Developing and designing performance dashboards and control charts as necessary to monitor performance.Requirements: 2-3 years of experience with sales, sales operations, and/or analytics.Bachelor's degree.Exposure to data reporting and visualization tools (e.g., Tableau, PowerPoint, Salesforce, Excel, SQL).Nice to Have's: Interest in startup, high net worth, innovative ecosystems.Effective oral and written communication.Strong initiative, intellectual curiosity, and ownership.Ability to complete tasks independently or in small teams with minimal oversight.Ability to work cross-functionally and move fast while juggling multiple projects – all while keeping very close attention to detail.Comfortability in building strong relationships with co-workers of various backgrounds and experience.Client service-oriented and able to partner with all levels of the organization.Aptitude for framing business questions in analytic terms and translating business requirements into useful datasets and analyses with actionable insights.#J-18808-Ljbffr



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