Sales Ops Analyst - Remote (San Francisco or Boston)
Company Summary: As the market leader in providing financial services to the world's most innovative tech and life science companies and investors we have exposure to vast amounts of data covering the breadth of the startup and VC landscape. While data has been integral to our growth over the past 30+ years, we're placing an even greater emphasis on being a data-driven organization by establishing the Analytics & Sales Operations team to support all sales focused aspects of our banking practices.
Role Summary: We are looking for a fast learning, energetic and passionate Sales Operations Analyst II interested in making 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.
What you'll be doing:
Driving 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 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 combines 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, identify and aggrege current relationships, and identify 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 juggle 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
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
Industries
IT Services and IT Consulting
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