Senior Business Analyst, Sales Strategy and Operations
4 weeks ago
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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