Sales Operations Analyst

Sales Operations Analyst

Location: Chicago, Hybrid

Base pay range: $60,000 – $75,000 per year

About Halo: Halo Investing is an award‑winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Named by Fast Company among the Top 10 Most Innovative Fin Tech Companies, Halo is the first independent, multi‑issuer platform for defined‑outcome investing.

Halo gives financial intermediaries, wealth managers and RIAs access to structured notes, annuities and other protective investment solutions. We’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion.

• Responsible for day‑to‑day sales operations, including data management, process execution, analysis and reporting.
• Use sales performance data to identify trends, opportunities for improvement, and potential risks in the sales pipeline and execution model.
• Develop, manage, and distribute accurate sales reports and dashboards to track key metrics (e.g., pipeline health, conversion rates, cycle time).
• Manage and maintain Halo’s CRM system (Salesforce), ensuring data integrity, hygiene, and accurate representation of the sales pipeline.
• Collaborate with Finance to provide data for sales forecasting inputs to support financial planning and budgeting processes.
• Administer and refine sales supporting functions such as quota setting and territory alignment.
• Collaborate with sales team leaders to document and refine sales processes to improve workflow and overall sales team productivity.

• Bachelor’s degree in Business, Finance, or a quantitative field.
• 2+ years of experience in Sales, Operations, or a highly analytical business function.
• Practical experience with Salesforce CRM administration and reporting, including dashboard creation and process automation.
• Familiarity with AI tools and applications.
• Strong analytical and quantitative skills; able to translate complex data into clear, actionable insights and business recommendations.
• Proficiency with data analysis tools (e.g., advanced Excel, SQL, Tableau, Power BI).
• Experience administering elements of sales infrastructure, such as sales compensation, quota modeling, or territory planning.
• Excellent communication and collaboration skills, with the ability to present detailed analysis clearly and concisely to internal stakeholders.

• Hybrid role: work 3 days per week in our downtown Chicago office.
• Competitive compensation, including a base salary of $60,000–$75,000.
• Multiple voluntary benefits: identity protection, pet insurance, accident insurance, and more.
• Flexible PTO policy.
• 401(k) program to help build wealth for the future.
• Paid parental leave.
• Company‑paid on‑site gym, happy hours, and ad‑hoc outings and activities, including sports teams and volunteer events.

Halo values diversity and inclusion, and we are proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process, please contact us at: