Senior Business Analyst, Sales Strategy and Operations
4 days 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.
-
San Francisco, California, United States SoFi Full timeSoFi at Work: A Critical Phase of GrowthSoFi 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...
-
Business Intelligence Analyst
1 week ago
San Francisco, California, United States Rippling Full timeSales Strategy and Operations AnalystRippling is revolutionizing the way businesses manage their workforce, and we're looking for a Sales Strategy and Operations Analyst to join our Revenue Operations team.In this role, you'll be a strategic partner to senior leaders, building and operationalizing a strategy for our rapidly growing sales development...
-
Senior Sales Strategy Analyst
2 weeks ago
San Francisco, California, United States Rippling Full timeAbout RipplingRippling is a cutting-edge HR, IT, and Finance platform that empowers businesses to streamline their workforce operations. Our innovative solution brings together payroll, expenses, benefits, and computers in a single, intuitive system, revolutionizing the employee lifecycle.With Rippling, you can onboard new employees anywhere in the world in...
-
San Francisco, California, United States SoFi Full timeWe'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...
-
Senior Business Operations Analyst
4 weeks ago
San Francisco, California, United States Social Finance Ltd Full timeJob Title: Senior Business Operations AnalystWe are seeking a highly skilled Senior Business Operations Analyst to join our Business Planning & Analytics team. As a key member of our team, you will be responsible for driving operational decision-making, policy/procedure formation, growth management, and other managerial functions.Key Responsibilities:Develop...
-
Business Strategy Consultant
2 weeks ago
San Francisco, California, United States Metis Strategy Full timeBusiness Strategy ConsultantAre you passionate about helping leading companies stay ahead in the fast-paced digital era? Metis Strategy, a management and strategy consulting firm, is seeking a highly motivated Business Strategy Consultant to join our San Francisco Bay Area team. As a trusted advisor to Fortune 500 and Global 1000 companies, you will help...
-
Senior Business Systems Analyst
2 weeks ago
San Francisco, California, United States Pendo Full timePendo is Seeking a Senior Business Systems AnalystPendo is a fast-growing startup that is revolutionizing the way companies understand and interact with their customers. We are seeking a highly skilled Senior Business Systems Analyst to join our GTM Operations team.Key Responsibilities:Partner with Sales, Finance, Legal, Customer Success, Professional...
-
Senior Business Operations Analyst
3 weeks ago
San Francisco, California, United States Social Finance Ltd Full timeAbout the RoleWe are seeking a highly skilled Senior Business Operations Analyst to join our Business Planning and Analytics (BP&A) team within the Collections Center of Excellence (CCoE). This is an exciting opportunity to shape the strategy of our partner Ops teams and drive operational decision-making, policy/procedure formation, growth management, and...
-
San Francisco, California, United States Salesforce Full timeWe're looking for a talented Senior Analyst to join our Customer Success team at Salesforce. As a key member of our CSG Strategy and Analytics group, you'll play a critical role in delivering insights and recommendations to senior partners.About the Role: This position involves working closely with our senior partners to identify trends, risks, and...
-
Sales Strategy Operations Lead
1 week ago
San Francisco, California, United States Pinterest Full timeAbout the RolePinterest is seeking a highly analytical and strategic thinker to join our Sales Strategy & Operations team as a Sales Strategy Operations Lead. In this role, you will contribute to the development of global sales strategy, leveraging data to inform decision-making and drive accountability.As a key member of our team, you will work closely with...
-
Senior Business Intelligence Analyst
2 weeks ago
San Francisco, California, United States Salesforce Inc Full timeAbout the RoleWe're seeking a highly skilled Senior Business Intelligence Analyst to join our team at Salesforce Inc. As a key member of our operations team, you will play a critical role in driving business growth and improvement through data-driven insights.Key ResponsibilitiesLead discovery sessions with business partners to understand strategic business...
-
Senior Operations Analyst
4 days ago
San Francisco, California, United States SoFi Full timeAt SoFi, we're shaping the future of finance and looking for a talented Senior Analyst to join our Sales Operations team.As a key partner to our sales leadership team, you'll play a critical role in aligning go-to-market strategies across functions.Key responsibilities include:Collaborating with sales leadership to shape strategy across Sales Development,...
-
Senior Business Analyst
4 weeks ago
San Francisco, California, United States UCSF Benioff Children's Hospital Full timeUnlock Your Potential at UCSF Benioff Children's HospitalThis is an extraordinary time to be part of a dynamic and successful fundraising team at a premier healthcare institution. As a top-ranked medical institution in the U.S., UCSF consistently excels in research and healthcare. Our team is dedicated to making a meaningful impact, and we're looking for a...
-
Sales Operations Analyst
3 days ago
San Francisco, California, United States Adobe Full timeJob Title: Sales Operations AnalystAt Adobe, we're looking for a highly skilled Sales Operations Analyst to join our team. As a Sales Operations Analyst, you will play a critical role in helping define the incentive strategy and operations of a best-in-class sales force for Adobe.Key Responsibilities:Design compensation plans and programs to support the...
-
San Francisco, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Risk Strategy and Transformation Senior Analyst to join our team at City National Bank. The ideal candidate will have a strong background in risk management and transformation, with a proven track record of developing and implementing effective strategies to drive business growth.Key ResponsibilitiesAs a Risk...
-
Senior Business Analyst
2 weeks ago
San Francisco, California, United States Salesforce Inc Full timeAbout the RoleWe're seeking a highly skilled Senior Business Analyst to join our team at Salesforce Inc. As a key member of our operations team, you will play a critical role in driving business growth and improvement through data-driven insights and strategic analysis.Key ResponsibilitiesLead discovery sessions with business partners to understand the...
-
Senior Business Analyst
2 weeks ago
San Francisco, California, United States City and County of San Francisco Full timeJob Title: Senior Business AnalystThis is a challenging and rewarding role that requires a strong analytical mindset and excellent communication skills. As a Senior Business Analyst, you will be responsible for analyzing business needs and developing solutions to meet those needs. You will work closely with stakeholders to understand their requirements and...
-
Senior Business Analyst
1 week ago
San Francisco, California, United States Health Advances Full timeAbout Health AdvancesHealth Advances is a leading healthcare consulting firm that offers a unique opportunity to combine technical and clinical skills with business acumen and industry insight. Our team of experts works with clients to commercialize new products and formulate business strategies that drive growth and success.Job SummaryWe are seeking a...
-
Sales Operations Analyst, SMGS Ops
2 weeks ago
San Francisco, California, United States Amazon Full timeJob Title: Sales Operations Analyst, SMGS OpsAWS Sales and Marketing and Global Services Operations (SMGS) is seeking a highly skilled Sales Operations Analyst to collaborate with the Core Services and Advanced Compute teams globally.This role will be a key member of the Service-Aligned Operations team, supporting Worldwide, GTM, and Area Specialists, to...
-
Head of Sales Strategy and Operations
4 days ago
San Francisco, California, United States Anthropic Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Sales Strategy and Operations to join our team at Anthropic. As a key member of our senior sales leadership team, you will be responsible for building and leading a team of strategic business partners to support sales leaders across all segments.Key Responsibilities:Strategic Leadership...