Sales Operations Analyst

Job Summary

Supporting a financial advisor-based distribution model, the full-time Sales Operations Analyst will manage data reporting and analytics solutions, enhance advisor effectiveness, and ensure successful execution of business priorities while working remotely.

Key responsibilities

• Partner with Data & Reporting teams to define and prioritize reporting requirements aligned with business objectives
• Gather and document business and technical requirements while translating them into actionable specifications
• Provide reporting and analytical insights to support sales team performance and growth objectives

Required qualifications

• Bachelor's degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
• 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
• Advanced proficiency in Microsoft Excel, including PivotTables, complex formulas, and data analysis
• Demonstrated ability to translate business requirements into technical solutions and vice versa
• Strong analytical skills with experience interpreting data and validating reporting outputs