Description

NexPoint is a multibillion-dollar alternative investment firm based in Dallas, Texas. The firm is structured around three major business areas: real estate, corporate credit and equities, and insurance solutions. NexPoint’s businesses span asset classes, industries, and strategies, providing flexibility to invest across capital structures and market environments. Serving a diverse client base, NexPoint’s investment strategies are offered in a range of vehicles and fund structures, including mutual funds, public and private REITs, tax-advantaged vehicles, private funds, and separate accounts.

NexPoint is part of a network of affiliates that operate across the asset management and financial services spaces. The firm and its affiliate network are actively involved in supporting the communities where they operate. This includes contributing to nonprofit organizations across a range of issue areas through NexPoint Philanthropies, with a significant focus on advancing the North Texas region.

Summary

NexPoint is seeking a highly motivated and analytical Sales Operations Analyst to support its National Accounts team. This role plays a critical part in driving sales effectiveness, operational efficiency, and data-driven decision-making across key distribution relationships, including Broker-Dealers, RIAs, and Family Offices.

The Sales Operations Analyst partners closely with National Accounts leadership, sales professionals, marketing, and compliance teams to support business strategy, due diligence initiatives, CRM reporting, and process optimization.

Responsibilities

Sales Operations & Analytics

Track, analyze, and report on sales activity, pipeline performance, and opportunity trends using Salesforce and internal reporting tools
Serve as the primary Salesforce resource for the National Accounts team, including reporting, dashboards, data integrity, and process improvements
Maintain and analyze CRM data to support strategic planning, forecasting, and leadership reporting
Identify trends, gaps, and opportunities to improve sales effectiveness and coverage

National Accounts Support

Support the National Accounts team in day-to-day operations and strategic initiatives
Coordinate and manage due diligence requests (RFI/DDQ), data rooms, and partner inquiries
Act as a liaison between National Accounts and internal teams including marketing, compliance, legal, and product
Manage inbound and outbound communications related to National Accounts initiatives

Process Improvement & Enablement

Implement and enhance operational processes to improve efficiency and scalability
Assist in developing and maintaining sales materials, presentations, and reporting tools for internal and external use
Support product launches, conferences, and strategic initiatives with data, reporting, and operational coordination
Maintain project logs, calendars, and workflow documentation for the team

Requirements

1–5 years of experience in sales operations, business analytics, sales support, or a related role
Bachelor’s degree required; business, finance, analytics, or marketing preferred
Experience in financial services, investments, insurance, or asset management strongly preferred
Advanced proficiency in Microsoft Excel; strong skills in PowerPoint, Word, and Outlook
Salesforce experience required; ability to build reports and analyze data
Strong analytical mindset with attention to detail and data accuracy
Excellent communication, organization, and stakeholder-management skills
Self-starter who thrives in a fast-paced, collaborative environment

Compensation & Benefits:

NexPoint offers a competitive base salary and bonus based on experience and performance. NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexPoint’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry. NexPoint is an Equal Opportunity Employer.

NexPoint

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Sales Operations Analyst