Remote Investment Sales Operations Analyst

Job Summary

A private equity real estate investing platform has a current position open for a Remote Investment Sales Operations Analyst.

Candidates will be responsible for the following:

• Managing and optimizing Salesforce CRM system to ensure data accuracy, standardization, and efficient sales processes
• Providing data-driven insights and analysis to support sales team effectiveness and productivity
• Developing and maintaining sales reporting dashboards to measure performance and identify areas for improvement

Qualifications Include:

• Bachelor's degree in Business Administration or related field
• Salesforce Admin Certified with 3 to 4 years of experience in Sales Operations
• Strong analytical skills with experience in data analysis, reporting, and visualization
• Expert in Salesforce CRM, Excel, and data analysis tools such as Looker
• Knowledge of sales processes, including lead generation, opportunity management, and sales forecasting
• Excellent communication and collaboration skills with the ability to work cross-functionally and build strong relationships