Company Description

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses, from planning and preparing for college, to borrowing and repaying student debt, to saving for a financially sound tomorrow. The platform can be delivered as an employee benefit or it can be integrated or embedded into a partner’s native experience as part of their financial wellness solution. Candidly partners with leading employers, financial institutions, 401(k) and 403(b) record keepers and more, including UBS, Fiserv, and Salesforce. Founded in 2016, Candidly is backed by leading venture capital and strategic investors including Aflac, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Salesforce Ventures, UBS, Unum, and Vulcan Capital. For more information, visit https://getcandidly.com/about/

Job Description

The Senior Revenue Operations Analyst will lead and manage the data, tech stack, and insights with our entire customer’s lifecycle (from prospect, to customer, through renewals and upsells). They will play an integral part in helping senior management understand how to scale the sales organization and drive incremental revenue and growth opportunities cross-functionally, within customers, with new product releases, etc. They will work closely with the SVP of Revenue, CMO, and other key stakeholders to highlight areas of opportunity, areas of concern, and leverage our data to provide strategic insights and guidance to our Executive Leadership Team.

Benefits: Candidly is remote by design with benefits that support our people's physical, financial and emotional wellbeing. We offer comprehensive medical, dental and vision plans, 401(k), financial wellness, behavioral health and employee lifestyle support programs, life and disability insurance, parental benefits, student loan repayment program and paid time off including 16 hours volunteer time off.

Location: Candidly works remotely by design. There is no physical office building.

Key Responsibilities

Coordinating revenue forecasting and budgeting processes used within the sales and marketing organizations; establishing high levels of quality, accuracy, and consistency
Conducting analyses to gain deeper insights into business
Partnering with Finance on compensation design and providing goals for the sales organization
Administering, managing, and reporting on revenue forecasting and analysis
Assist with maintaining the functional areas of data management, forecasting, contacts, leads, opportunities, dashboards and reports, and ensuring data integrity throughout our CRM and marketing automation systems
Assist with lead scoring and management, campaign tracking, and segmentation strategies to drive alignment with sales and marketing
Responsible for creating the metrics to evaluate sales efficiency and productivity
Establishing effective analysis of sales force trends and performance in an effort to identify greater efficiencies and better manage and understand process bottlenecks and inconsistencies throughout the entire customer lifecycle
Assessing client and sales trends, feedback, and market movement; consolidate into recommendations for the executive team
Perform ongoing analysis of marketing investments, campaign ROI, and customer acquisition costs
Performing ad hoc analysis for senior management to provide data support for business decisions
Evaluating new tools and platforms to improve reporting and sales operations

What we are looking for

3-5 years of operations experience
Extremely tech-savvy
Experience analyzing complex data sets
Strong Excel experience
Able to work independently and loop in relevant stakeholders as needed
Strong written and verbal communication skills
Strong experience in GTM tools like SFDC, Outreach.io, Chilipiper or other calendar scheduling software, Marketo, and other systems to improve sales and marketing efficiency
Rigorously process oriented
Project management acumen
Strong presentation skills
Some experience in sales preferred

Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints).

Candidly unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

Candidly

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Senior Revenue Operations Analyst - Sales Team (Remote in the USA)