Sales Ops Sr Analyst

Sales Operations Sr. Analyst

The Sales Operations Sr. Analyst plays a key role in optimizing sales processes, providing deeper analytics, and supporting strategic initiatives to improve sales effectiveness.

Responsibilities

• Assist in designing, documenting, and improving sales processes and workflows to enhance efficiency and streamline operations.
• Collaborate with cross-functional teams to ensure seamless handoffs and alignment between sales, marketing, and operations.
• Gather and analyze sales data to provide actionable insights and recommendations to the Sales Operations Lead and sales teams.
• Contribute to the creation of sales performance dashboards, KPI reports, and forecasts.
• Support the implementation and ongoing management of CRM systems and other sales-related technologies.
• Provide training and guidance to sales teams on how to effectively utilize technology tools to optimize their activities.
• Assist in the development and maintenance of sales collateral, presentations, and training materials to enable the sales team's success.
• Help ensure that sales teams have the necessary tools and resources to effectively engage with prospects and clients.
• Act as a liaison between sales and other departments, facilitating communication and knowledge sharing to support a cohesive approach to business development.
• Assist in coordinating integrated campaigns and initiatives that align with sales strategies.
• Assist with administrative tasks, including scheduling meetings, preparing meeting materials, and maintaining documentation related to sales operations.
• Identify opportunities for process improvements and efficiencies based on industry best practices and data analysis.
• Collaborate with the Sales Operations Director to implement changes and monitor their effectiveness.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• 3-5 years of experience in sales operations or a related role within the financial services industry, preferably banking, with exposure to both B2B and B2C environments.
• Proficiency in data analysis and reporting tools; experience with Power BI and CRM systems (Salesforce) is a plus.
• Strong attention to detail and the ability to handle and analyze complex data sets.
• Excellent organizational skills with the ability to manage multiple tasks and priorities.
• Strong interpersonal and communication skills to collaborate effectively across teams.
• Analytical mindset with the ability to draw insights from data and recommend improvements.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).
• Eagerness to learn, adapt, and contribute to a collaborative team environment.