Senior Business Analyst, Sales Strategy and Operations

4 days ago


San Francisco, California, United States SoFi Full time
Sales Strategy and Operations Analyst

At SoFi, we're shaping a brighter financial future with our members. As a Senior Analyst in Sales Operations, you'll be 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.

Key Responsibilities:

  • Collaborate with sales leadership to shape strategy across Sales Development, Solutions Consultants, and Account Executives
  • Own pipeline management processes and activity tracking to ensure accurate sales forecasting and opportunity management
  • Partner with cross-functional teams including Finance and Marketing to manage royalty payments and improve lead management
  • Develop new reporting frameworks to monitor the health of the sales funnel and identify growth opportunities
  • Coordinate with external vendors and technology partners to optimize sales tools, ensure alignment, and manage renewals
  • Ensure data integrity across CRM systems and other tools by establishing strong data hygiene practices
  • Optimize processes and workflows to increase productivity and drive revenue growth


Requirements:

  • 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


What We Offer:

At SoFi, we're committed to embracing diversity and providing equal employment opportunities to all employees and applicants. We offer a comprehensive and competitive benefits package, including a base pay range for this role. To view all of our benefits, visit our Benefits at SoFi page.

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