Senior Sales Operations Analyst

Sarasota, Florida

This is a hybrid role, working remote with regular time spent in Sarasota Office

Preference will be given to applicants within reasonable commutable distance to Sarasota, FL.

The Senior Sales Operations Analyst is primarily responsible for supporting NDR’s global sales team with systems, reporting, and analysis, as well as providing NDR’s management and senior members of the team with the data and associated information required to make corporate strategy decisions.

About Ned Davis Research (“NDR”)

NDR is one of the leading independent investment research companies in North America, and is owned by Delinian Ltd, a portfolio company of Private Equity firm, Epiris. NDR’s offering includes, subscription investment research, platform tools, charting indicators, custom research and both standardized and bespoke model portfolios. Further details on NDR’s unique investment methodology and process, can be found via clicking on the following link, NDR – about us.

PRINCIPAL ACCOUNTABILITIES

Ensuring the accurate and complete maintenance of client accounts, including user access, financial information, pricing consistency, trial/opportunity management, and ensuring we can report on these metrics accurately.
Development and maintenance of NDR’s CRM system, including specification of development objects in response to the needs of the business (sales, finance, marketing), end user training and usage reporting.
Development and maintenance of NDR’s Business Information infrastructure, including specification of new reports, training end users, ensuring data accuracy and completeness.
Provide key input into sales and marketing strategy and processes, through experience, a deep historical perspective, knowledge of relevant data and existing process.
Processing financial transactions, order processing, invoicing and collecting account information
In this global role you may be required at times to work outside of standard working hours to accommodate different time zones.

PRINCIPAL REQUIREMENTS

7+ Years of Sales Operational Experience
Experience with Salesforce CRM
Well-versed with Excel, Powerpoint
Excellent written and verbal communication skills

PREFERRED QUALIFICATIONS

Basic/Intermediate programming experience (SQL, LINUX, Python, etc.)
Experience in the Financial Services sector
Experience using Netsuite
Experience working with a subscription based sales model

BEHAVIOURAL COMPETENCIES

Team management
Teamwork
Analytical thinking
Customer Service Orientation
Influence others
Directiveness
Organizational awareness
Relationship building
Organizational commitment
Courage/bravery
Positive outlook
Valuing diversity

We offer a competitive compensation package which empowers our employees to thrive both professionally and personally. Our benefits package includes medical, dental and vision coverage, 401K retirement plan, flexible work arrangements, vacation time & paid holidays, tuition reimbursement & learning resources. In addition to the base salary, the total compensation for this role includes a generous commission structure administered at the sole discretion of the Company.

Delinian provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Ned Davis Research

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Sales Operations Analyst, Senior