Senior Sales Operations Analyst

• Act as the primary Sales Operations contact for the North American Business Development team
• Support commercial leadership through market analysis, operational support, data management, sales insights, and regional initiatives
• Conduct market, client segmentation, TAM, and whitespace analysis using Salesforce, external market data, and internal revenue systems
• Translate analysis into decision-ready recommendations for sales strategy and resource allocation
• Identify priority target accounts, segments, and geographies
• Lead triage, correction, and removal of inaccurate or incomplete data across core systems
• Partner cross-functionally to identify root causes of data quality issues and drive remediation
• Conduct trend and cohort analysis on client behavior, revenue performance, and sales activity
• Define ideal client profiles for products or sales campaigns and recommend actions to sales leadership
• Support territory and account alignment and sales capacity reviews
• Support planning, execution, and performance measurement of sales campaigns
• Build and maintain reporting frameworks tracking campaign effectiveness, pipeline impact, and ROI
• Provide day-to-day sales support, system guidance, order processing, process remediation, CRM data management, and cross-team coordination
• Support reporting and analytics, team onboarding, process improvement, and global Sales Operations initiatives

• Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field required
• 3-5+ years of experience in sales operations, business analytics, or a related analytical role, preferably within financial services
• Demonstrated experience working with Salesforce data, market data, and internal revenue data to conduct market analysis and generate actionable commercial insight
• Strong analytical and quantitative skills
• Proven ability to conduct trend analysis, cohort analysis, TAM sizing, and whitespace analysis
• Experience supporting sales strategy development and sales campaign analytics and execution
• Experience tracking performance metrics and recommending optimizations
• Strong communication and presentation skills
• Ability to drive strategic discussions and engage senior stakeholders across Sales, Product, and Finance
• Technical experience with Salesforce, Excel, Power BI (or Similar)
• Knowledge of Hub Spot (or similar)
• High attention to detail and commitment to accuracy and data integrity
• Ability to work independently, manage multiple priorities, and deliver high-quality analysis under tight timelines

Demonstrates expertise in Sales Operations, including market analysis, data management, and sales strategy development. Proficient in utilizing Salesforce and analytical tools to drive insights and optimize sales performance.

• Salesforce Data Management
• Market Analysis
• Trend Analysis
• Sales Campaign Analytics
• Strong Communication Skills

• Market Analysis
• TAM Sizing
• Cohort Analysis
• Whitespace Analysis
• Performance Metrics Tracking
• Data Integrity
• Sales Strategy Development
• Quantitative Analysis
• Reporting Frameworks
• Process Improvement

• Strong Communication
• Presentation Skills
• Attention to Detail
• Independent Work
• Time Management

• Sales Operations
• Business Analytics
• Financial Services
• Commercial Insight

• Salesforce
• Excel
• Power BI
• Hub Spot