Sales Operations Analyst

Department: Sales

Reports to: Head of Sales

Main Location: Cambridge House, Henry Street, Bath. We operate a flexible hybrid working model.

About us

We’re an award-winning financial technology company based in the heart of beautiful Bath. We provide

Financial Advisers with the technology, trading capabilities and service to help deliver great customer

outcomes to their clients.

We’re determined to deliver technology that will keep us at the forefront of Intelligent Wealth Management

and are building a modern scalable and flexible microservices architecture to help us to achieve our goal. As

we embark upon a new and exciting period of change and growth, we’re looking for people that want to make

theirs too!

About the role

The Sales Operations Analyst reports directly to our Head of Sales and is responsible for ensuring that all

internal stakeholders are equipped with information, research, insight and analysis relating to Novia’s sales

activity and team functions.

The role holder will ensure that data is not only collated but analysed effectively and actionable insight

created. The focus of this work will be organised into periodic reporting deliverables and often requires deep

dives into certain key performance indicators where stakeholders may have additional questions or need

further insights.

We operate a flexible hybrid working environment here at Novia, with a mixture of office and remote working

required for this role.

Key Responsibilities: 

Oversee the sales funnel across all opportunity types. 

Ownership and management of Salesforce CRM system. 

Data stewardship for all data sources required by the sales team. 

Manage third party data tools to provide sales team with timely reports and analysis of opportunities. 

Generate regular and bespoke sales reports and analysis including sales forecasting. 

Delivering valuable and timely reporting to all levels of the sales leadership. 

Monitoring sales and marketing performance metrics. 

Supporting frontline sales team with data analysis and campaign management. 

Coordinate with the marketing team to run successful campaigns. 

Organise sales team training including inductions for new joiners. 

Organise sales team meetings including external guests, including ownership and tracking of follow up
actions. 

Streamlining and optimising the sales reporting. 

Implementing, and managing sales tools. 

Representing sales team at internal working groups and reporting back to sales leadership. 

Working on projects that involve stakeholders across the business: finance teams, marketing and
strategic teams. 

Completing and recording adviser due diligence requests

You will, from time to time, be required to undertake other activities that fall within your capabilities as

directed by senior leadership.

About you (what we’re looking for)

Specialist Skills, Qualifications and Experience:

Essential: 

Analytics and reporting expertise using Salesforce 

High level of competency with Excel including linking complex datasets from different sources and data
manipulation 

Ability to leverage raw data into actionable insights 

Good business Acumen along with effective organisational skills 

Pipeline management and project management 

Good interpersonal and people skills 

Robust communication skills, comfortable with sharing reports and demonstrating an ability to diagnose
problems and implement solutions. 

Strong written and oral communication and competency in presentation software 

Ability to work independently and with cross-functional teams.

Desirable: 

Understanding of platforms and UK financial advice. 

Previous experience as a data analyst or sales operations analyst

Core Competencies 

Accountability: Takes responsibility for all work activities and personal actions; follows through on
commitments; implements decisions that have been agreed upon; maintains confidentiality with

sensitive information; acknowledges and learns from mistakes without blaming others. 

Expert Knowledge: Consistent application of professional or specialist knowledge and skills; takes
opportunities to contribute to policy and best practice. 

Working with others: Working successfully with others and identifying opportunities and taking action
to build strategic relationships between teams, departments, or organisations in order to achieve

shared goals. 

Performance Focus: Demonstrate energy and enthusiasm, takes ownership, delivers results and
improves personal performance. 

Communication: Communicate clearly and concisely, tailoring content and style both written and
verbally, with all internal/external customers and stakeholders. 

Decision Making: Ability to make balanced and sound decisions by understanding issues, problems,
and opportunities; comparing data from different sources to draw conclusions; evaluating the probable

consequences of alternative solutions and selecting the most promising alternative. 

Client Focus: Taking responsibility for understanding client needs to continually improve the client
experience and developing and maintaining productive client relationships. 

Expert knowledge: Consistent application of professional or specialist knowledge and skills; takes
opportunities to contribute to policy and best practice

Rewards and Benefits 

Competitive salary. 

Hybrid Working (split between home and office). 

Discretionary bonus each year. 

34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5
additional days per year. 

Wellbeing day to use at your discretion such as a birthday, moving house, pamper day. 

Supported and encouraged professional development. 

Private Medical scheme (single cover that can be increased to FULL Family). 

Income protection scheme. 

Life assurance scheme. 

Group contributory pension scheme. 

Interest free season ticket loans for travel costs. 

Novia Foundation Day in support of charitable activities. 

We encourage internal progression at Novia, with many of our employees going on to become Team
Leaders, Managers, Subject Matter Experts and many more. 

We're proud of our company culture at Novia. From rewards and incentives, remote team socials to fun
quizzes, our friendly and welcoming teams at Novia strive to make our office a great place to work.

Novia Financial is an equal opportunities employer who values a diverse and inclusive workplace. We

recognise that people work in different ways, and we value alternative viewpoints, celebrate individuality, and

foster a culture where everyone can bring their true self to work. We are committed to creating a diverse

workforce. we accept applications from everyone regardless of your background, beliefs, culture, gender

identity, ethnicity, sexual orientation, disabilities, and long-term health conditions.

Novia Financial

New Jobs

Sales Operations Analyst