Sales Operations Analyst
4 days ago
As a leading provider of financial services to innovative tech and life science companies, we leverage vast amounts of data to drive growth and decision-making.
We're establishing the Analytics & Sales Operations team to support all sales-focused aspects of our banking practices, emphasizing data-driven insights and process optimization.
Role Summary:
We're seeking a fast-learning, energetic, and passionate Sales Operations Analyst II to make an immediate impact in the high net worth/innovative ecosystem.
This position will work cross-functionally with our sales, finance, and marketing teams to uncover market potential, develop actionable insights, and improve/develop processes.
Key Responsibilities:
- Drive data-focused decisions through deep-dive analytics and business acumen.
- Assist with ad hoc data pulls and business analytic requests.
- Lead maintenance and accuracy of the company's proprietary data within SFDC.
- Identify opportunities for process optimization and automation, process redesign, or development of new ones.
- Construct proprietary datasets leveraging internal and external data to extract valuable insights.
- Create high-quality reports for internal consumption that combine market observations with data insights.
- Support the team in tracking team performance and analyzing key metrics related to client acquisition pipeline, loan portfolio, funding, product penetration, referral channels, etc.
- Research and profile targeted prospects, identifying and aggregating current relationships, and identifying potential cross-selling opportunities for prospects.
- Develop and design performance dashboards and control charts as necessary to monitor performance.
Requirements:
- 2-3 years of experience with sales, sales operations, and/or analytics.
- Bachelor's degree.
- Exposure to data reporting and visualization tools (e.g., Tableau, PowerPoint, Salesforce, Excel, SQL).
Nice to Have's:
- Interest in startup, high net worth, innovative ecosystems.
- Effective oral and written communication.
- Strong initiative, intellectual curiosity, and ownership.
- Ability to complete tasks independently or in small teams with minimal oversight.
- Ability to work cross-functionally and move fast while juggling multiple projects – all while keeping very close attention to detail.
- Comfortability in building strong relationships with co-workers of various backgrounds and experience.
- Client service-oriented and able to partner with all levels of the organization.
- Aptitude for framing business questions in analytic terms and translating business requirements into useful datasets and analyses with actionable insights.
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