Sales Operations Analyst

The Company:

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position:

We're looking for a detail-oriented Sales Operations Analyst to join our team and support our CRM efficiency. This role will support the Sales team by improving CRM data and processes, including maintaining Sales territories and ensuring all inbound leads are promptly responded to.

This role is ideal for someone with 1-3 years of Operations, Data, or Sales experience who's passionate about data, operations, and looking to grow their skillset while contributing to the success of a fast-paced fintech company.

Key Responsibilities:

• Territory Maintenance:
  • Manage all territory workflows in HubSpot, maintaining accurate ownership through automation and manual updates.
  • Compile relevant data on new firms and contacts to assign the correct owners in HubSpot.
• Process Optimization:
  • Partner with Sales to improve inbound lead conversion through efficient routing and follow-up. 
  • Identify and implement data management and process enhancements that drive productivity. 
  • Document new workflows and train stakeholders to ensure consistency.
• Reporting and Analytics:
  • Build and analyze HubSpot reports to surface actionable insights on data quality and lead conversion. 
  • Monitor the impact of implemented changes and support CRM hygiene to ensure accurate, efficient reporting.

Qualifications and Experience:

• Bachelor's degree in Business, Finance, or a related field.
• 1-3 years of experience in Operations, Data, or Sales (experience with YCharts platform or financial services is a plus).
• Proficient in Excel and HubSpot.
• Process-oriented, organized, and capable of managing multiple tasks simultaneously while maintaining attention to detail and accuracy.
• Strong written and verbal communication skills.
• Critical thinking and the ability to analyze and solve problems independently with data-driven insights.
• Collaborative with a positive attitude and willingness to learn.
• Bonus: Experience with Chili Piper, Google Workspace, LinkedIn Sales Navigator, Slack, ZeroBounce, Zoom, and/or ZoomInfo.

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $70,000 - $85,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience. 

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.
  

Why Join YCharts?
YCharts is more than a fintech company—we're a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain's Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you'll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.