Senior Sales Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Analyze and present sales performance trends, strategic insights, and forecasts to leadership and stakeholders on a monthly basis.

• Collaborate closely with Sales leaders through weekly meetings to understand their priorities and provide support to the team.

• Create detailed Tableau and Salesforce dashboards that offer actionable insights.

• Work together with Underwriting, Finance, Marketing, Technology, Analytics, and Executive Leadership on initiatives that enhance profitability.

• Assess the health and progression of the sales pipeline, identify bottlenecks, and ensure efficient lead management.

• Review sales channels and partnerships, recommending strategies for optimization.

• Conduct ad-hoc sales analyses to improve sales effectiveness, productivity, and overall business performance.

• Identify, test, and implement sales technologies, including solutions driven by AI.

• Assist in sales pilot programs that involve strategies, tools, and incentive plans, utilizing testing and data analysis.

• Maintain the President’s Club Leaderboard.

• Compile and submit monthly incentive and sales contest compensation reports.

• Update Salesforce as necessary to support the Sales team.

⛳️ Requirements

• Over 5 years of experience in sales analysis, sales operations, consulting, finance, or a similar analytical role.

• A Bachelor’s degree is required.

• Advanced skills in Microsoft Excel, including the use of pivot tables, VLOOKUPs, nested IF statements, and INDEX MATCH.

• Proficient in PowerPoint and related tools.

• Experience utilizing AI tools such as Gemini or Claude in Sales Operations, or a strong willingness to learn and incorporate emerging AI technologies.

• Proficient with CRM systems, particularly Salesforce.

• Background in assessing unique challenges, collaboratively crafting solutions, drafting project plans, and implementing effective new business processes.

• Ability to communicate effectively across all levels and develop enduring relationships throughout the organization.

• A self-starter with keen attention to detail and the capability to adjust priorities in a dynamic environment.

• Preferred proficiency with a lead distribution system like LeanData and/or a communication platform such as Genesys.

• Preferred proficiency with analytics and BI tools, particularly Tableau.

• Authorized to work for any employer in the US.

• Must disclose whether future sponsorship is necessary.

🏝️ Benefits

• Flexible work location (home, office, or a combination of both).

• Flexible working hours.

• Medical insurance coverage.

• Dental insurance.

• Vision insurance.

• Commuter benefits.

• Flexible time-off policy.

• Paid parental leave.

• 401(k) match available for US employees.

• Wellness reimbursement.

• Days dedicated to volunteering.

• Annual budget for professional development.

• Charitable donation matching.

• Virtual and in-person team events.

• Annual target bonus of 10%.