Senior Analyst, Sales Strategy and Operations
15 hours ago
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
SoFi at Work, established in 2014, began with a mission to help employees refinance their student debt. Today, we've partnered with over 1,000 organizations, broadening our offerings to assist individuals at every stage of their financial journey through financial education, product perks, and contribution benefits.
SoFi at Work is in a critical phase of growth, and we're building a talented Sales Operations team to maintain momentum. As a Senior Analyst in Sales Operations, you will act as a strategic partner to our sales leadership team, aligning go-to-market strategies across functions. You'll help design and manage our sales operations while collaborating closely with Sales Development to drive key growth initiatives. Your contributions will position SoFi at Work to meet ambitious goals.
What you'll do:
- Sales Strategy: Collaborate with sales leadership to shape strategy across Sales Development, Solutions Consultants, and Account Executives.
- Pipeline Management & Forecasting: Own pipeline management processes and activity tracking to ensure accurate sales forecasting and opportunity management.
- Cross-Functional Collaboration: Partner with cross-functional teams including Finance and Marketing to manage royalty payments and improve lead management.
- Reporting & Analysis: Develop new reporting frameworks to monitor the health of the sales funnel and identify growth opportunities.
- Vendor Management: Coordinate with external vendors and technology partners to optimize sales tools, ensure alignment, and manage renewals.
- Data Hygiene & Quality: Ensure data integrity across CRM systems and other tools by establishing strong data hygiene practices.
- Process Automation: Optimize processes and workflows to increase productivity and drive revenue growth.
What you'll need:
- 3+ years of experience in B2B SaaS, fintech, or sales operations.
- Expertise in Salesforce or other key CRM systems.
- Strong command of Excel/Google Sheets for data analysis and reporting.
- Proven ability to develop insights and drive significant improvements in sales performance.
- Strong analytical skills with a demonstrated ability to shift between strategic and tactical tasks.
Nice to have:
- Experience with sales tools like Gong, Salesloft, Outreach, and Tableau.
- Familiarity with sales forecasting models and CRM systems such as Salesforce.
- Exposure to B2B enterprise sales processes and SaaS metrics.
- Ability to design automation workflows to improve sales productivity.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
#J-18808-Ljbffr-
Sales Strategy and Operations Analyst
13 hours ago
Washington, DC, United States Splunk Inc. Full timeSplunk is here to build a safer and more resilient digital world. The world's leading enterprises use our unified security and observability platform to keep their digital systems secure and reliable. While customers love our technology, it's our people that make Splunk stand out as an amazing career destination and why we've won so many awards as a best...
-
Senior Analyst, Sales Strategy and Operations
14 hours ago
Seattle, WA, United States Social Finance (SoFi) Full timeEmployee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals....
-
New York, NY, United States Social Finance (SoFi) Full timeEmployee Applicant Privacy NoticeWho we are:Shape a brighter financial future with us.Together with our members, we're changing the way people think about and interact with personal finance.We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...
-
Senior Sales Operations Data Analyst
5 days ago
San Francisco, California, United States Insight Global Full timeCompany OverviewInsight Global is a leading staffing agency committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.Estimated Salary: $85,000 - $115,000 per year (depending on experience and location)Job DescriptionWe are seeking an experienced Senior Sales Operations Data Analyst to join...
-
Senior Sales Strategy
1 week ago
San Francisco, California, United States Pinterest Full timeAbout PinterestPinterest is a platform where millions of people come to find new ideas every day. Our mission is to help people discover their inspiration and create a life they love. As a Sales Strategy & Operations Lead, you'll play a crucial role in upholding this mission and driving growth for the company.Job SummaryWe're seeking an experienced Sales...
-
Senior Sales Performance Analyst
2 days ago
San Francisco, California, United States Cypress HCM Full timeJob Title: Senior Sales Performance AnalystAbout the Role:The Cypress HCM Associate Sales Operations Analyst 3 will work directly with Sales Managers, Sales Operations, and Sales Insights to support our sales teams by providing timely and accurate analytics to help manage the team's selling efforts. This role is ideal for a detail-oriented professional with...
-
San Francisco, California, United States Amazon Full timeWe are seeking an analytical professional to lead our newly created ad sales strategy and planning function. As a Senior Sales Strategy Lead for Global Ad Operations, you will develop, execute, and refine growth strategies to drive revenue and product adoption.Key ResponsibilitiesEstablish relationships with cross-functional teams to define multi-year...
-
Senior Sales Operations Analyst Chicago
2 days ago
Chicago, IL, United States MongoDB Full timeMongoDB’s mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB...
-
Manager, Sales Strategy
15 hours ago
San Francisco, CA, United States Databricks Full timeSLSQ425R951 As a Manager, Sales Strategy you will support Databricks’ rapidly growing AMER Enterprise sales teams. You will manage the development of processes used to track forecasting, pipeline, team performance, capacity and territory planning, and strategic projects. You will report to the AMER Enterprise Senior Director, Sales Strategy. The impact you...
-
Senior Analyst, Strategy and Planning
4 weeks ago
San Francisco, United States University of California - San Francisco Campus and Health Full timeSenior Analyst, Strategy and PlanningDevelopmentFull Time81499BRJob SummaryThis is an extraordinary time to join one of the most dynamic and successful fundraising teams in the world at a premier healthcare institution. UCSF consistently ranks among the top 5 medical institutions in the U.S., excelling in both research and patient care across our schools and...
-
Strategy & Operations Analyst CA
3 weeks ago
Santa Clara, CA, United States TalentBurst Full timeTitle: Strategy & Operations Analyst Location: REMOTE Duration: 6 Months Duties: Collaborate cross-functionally with sales, marketing, product, etc., on a range of topics Create customer-facing assets for sellers to use in deal pursuits Work on various analytical topics (e.g., pricing analysis, business value analysis) Drive customer leads/pipeline tracking...
-
Senior Strategy Analyst, Supply Chain
12 hours ago
Chicago, IL, United States Procurement Foundry Full timeOur client, a disruptive global food and beverage company, is looking to hire a Senior Strategy Analyst, Supply Chain for their location in downtown Chicago. This fast-growing company is looking for a driven, quick learner to implement processes and procedures for their planning strategy.As our client continues to grow their brands globally, this Senior...
-
San Francisco, CA, United States Startops Full timeSenior Director, Sales Strategy And Planning Location: San Francisco, California, United States Job Tags: Inventory About The Role The Senior Director will drive growth and optimization of the supply creation side of the marketplace through effective people, processes, and technology. Responsibilities include forecasting, territory planning, headcount...
-
Global Sales Strategy and Operations Lead
7 days ago
San Francisco, California, United States Pinterest Full timeAbout Pinterest, a leading platform for discovering new ideas:Millions of people visit Pinterest daily, seeking inspiration, exploring possibilities, and planning their priorities. Our mission is to empower them to find their inspiration and create a life they love. In this role, you will be part of the team that upholds this mission and drives Pinterest...
-
VP, Sales Strategy
4 weeks ago
San Francisco, United States DataRobot Full timeJob Description: DataRobot is the leader in Value-Driven AI, a unique and collaborative approach to generative and predictive AI that combines an open platform, deep expertise and broad use-case experience to improve how organizations run, grow and optimize their business. The DataRobot AI Platform is the only complete AI lifecycle platform that...
-
VP, Sales Strategy
1 week ago
San Francisco, United States SupportFinity™ Full timeJob Description:DataRobot is the leader in Value-Driven AI, a unique and collaborative approach to generative and predictive AI that combines an open platform, deep expertise and broad use-case experience to improve how organizations run, grow and optimize their business. The DataRobot AI Platform is the only complete AI lifecycle platform that interoperates...
-
Sales Strategy Analyst
3 days ago
Houston, TX, United States US6469 Sysco Payroll, Division of Sysco Resources Services, LLC Full timeJob Summary:Sales Strategy Analyst is professional analytics position responsible for the reporting and analytics needed to support strategic sales initiatives. The analyst will support Sales, managing and leveraging large data sets with strong attention to detail. They will have a creative problem-solving mindset and the ability to develop business...
-
Sales Strategy Analyst
4 weeks ago
Houston, TX, United States US6469 Sysco Payroll, Division of Sysco Resources Services, LLC Full timeJob Summary:Sales Strategy Analyst is professional analytics position responsible for the reporting and analytics needed to support strategic sales initiatives. The analyst will support Sales, managing and leveraging large data sets with strong attention to detail. They will have a creative problem-solving mindset and the ability to develop business...
-
Senior Manager, Sales Strategy
2 days ago
New York, NY, United States DoorDash USA Full timeAbout the Team Our Account Development Strategy & Operations team is responsible for designing, building, and running a world-class sales organization to successfully grow our SMB restaurants through leading product solutions. It supports the sales specialist team that focuses on DoorDash Platform Services: our company’s hyper growth business unit that...
-
Senior Business Analyst
1 month ago
Miami, FL, United States Leeds Professional Resources Full timeOur Client seeking a Senior Business Analyst to join their team. The ideal candidate will have a strong background in sales and corporate business analysis.Responsibilities- Analyze sales performance, business processes, procedures, and systems- Identify opportunities for improvement and efficiency- Develop detailed reports and presentations based on...
