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Advisory Operations Analyst

3 months ago

New York, United States UPSTACK Full time
Job DescriptionJob DescriptionDescription:


Overview


Launched in 2017 in New York, N.Y., UPSTACK is transforming the infrastructure is sourced and sold. Through a powerful combination of the industry's leading advisors, advanced technology, and dedicated customer support resources—UPSTACK uses actionable business intelligence to architect and source customized technology solutions for businesses of all sizes. With UPSTACK, business buyers streamline IT procurement by tapping into a single source for mission-critical technology services from hundreds of proven providers, along with the professional guidance to identify and evaluate the best solutions.


UPSTACK recently secured a substantial equity investment from Berkshire Partners, a firm with over 35 years of investment experience and deep sector expertise in technology and communications. The investment is being used to evolve UPSTACK's intuitive technology platform, expand its product and service portfolio and accelerate its direct investments in the industry's top-producing sales agencies. To date, the company has acquired over 34 independent agencies to become the largest and fastest-growing agency in the technology industry.


About the Role


UPSTACK is seeking a motivated and experienced Advisory Operations Analyst to support the Advisory Operations, Finance, Sales, Business Operations and Marketing teams.


The Advisory Operations Analyst plays a strategical role in providing reporting and analytical insights required to aid prioritization, execution, and various data driven business decisions. They will also be the subject-matter-expert for UPSTACK business reporting, while being a contributing member of the data analytics team supporting data mapping and validation as needed.


Critical Outcomes Expected:


Reporting to the VP, Advisory Operations, the Advisory Operations Analyst will be responsible for supporting:

  • Develop prompt, accurate and insightful analysis and reporting of UPSTACK’s sales performance based on set criteria and metrics
  • Develop, refine, and validate key reports across the teams
  • Proactively improve report format and data integrity as the business evolves
  • Be the sales reporting and data subject expert, support integration of data from various systems into key reports, and data mapping exercises as needed during system migration
  • Gather and incorporate inputs from Sales, Customer Success, Business Operations, Finance, Marketing, Sales Enablement and Corporate Development
  • Develop weekly performance reporting across Sales and CS that tracks revenue growth and retention to be reported to the organization
  • Drive report simplification and consolidation; understand user requirements and business purposes of each report, improve usability and practicality of key reports
  • Support ad hoc analytics requests using SFDC, Tableau and advanced MS Excel
  • Design and host analytics training sessions on reporting intake process and outputs as needed
  • Partner and consult with Sales and Operations leadership on defining and governing KPIs
  • Conduct data quality audits in Salesforce

Skills & Requirements:

  • Minimal 3 years of experience with Tableau, advanced MS Excel modeling, BI Tools or the equivalent
  • Minimal 3 years performing Business Analytics
  • Strong Salesforce experience preferred, minimum of 2 years
  • Demonstrated ability to conduct sophisticated and creative analysis of complex data and translate the results into actionable deliverables, messages, and presentations
  • Able to exercise independent judgment and take action on it
  • Excellent analytical, mathematical, and creative problem-solving skills
  • Excellent listening, interpersonal, written, and oral communication skills
  • Logical and efficient, with keen attention to detail
  • Self-motivated and autonomous
  • Ability to effectively prioritize and execute tasks while under pressure
  • Experience working in a team-oriented, collaborative environment
  • Experience in the technology Industry a plus not required
  • Bachelor’s degree from an accredited four-year college or university


What Else We’re Expecting:

  • Exceptional core values – not only does the right thing, but does the thing right
  • Curious, resilient, self-starter with a “can-do” attitude
  • Highly competitive, motivated by winning
  • Material experience as a key contributor to winning teams
  • Not afraid to challenge the status quo – eager to find better ways to accomplish objectives
  • Collaborative with a willingness to roll up your sleeves and work on projects and tasks within and outside of your normal job responsibilities
  • A problem-solver, execution-focused
  • Develop and share fact-based opinions to better our product, process, and culture, and speak up when you see room for improvement
  • Share industry best practices with the team to iterate and drive improved results
  • Be part of a diverse and cross-functional group that looks to learn something from each other every day


Requirements: