Lion Street
Austin, TX
About Lion Street
Lion Street is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals. Lion Street is a proud member of the Integrity Family.
Job Summary
The Sales Operations Analyst will play a critical role in supporting the sales team by analyzing data, optimizing processes, and providing insights to drive sales performance. This position requires a detail-oriented individual with strong analytical skills, a passion for data-driven decision-making, and the ability to collaborate effectively with cross-functional teams.
Primary Responsibilities
- Analyze sales performance metrics to identify trends, opportunities for improvement, and areas of concern.
- Develop and maintain sales reporting dashboards and tools to provide real-time insights to the sales team and management.
- Collaborate with sales leadership to define and implement sales strategies and processes that enhance productivity and efficiency.
- Conduct market research and competitive analysis to support sales initiatives and strategic planning.
- Manage the sales forecasting process, ensuring accuracy and alignment with organizational goals.
- Support the implementation and maintenance of sales technologies and CRM systems, ensuring data integrity and user adoption.
- Provide ad-hoc analysis and reporting to support special projects and initiatives as needed.
- Facilitate communication between sales, marketing, and other departments to ensure alignment on goals and objectives.
Primary Skills & Requirements
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- 2+ years of experience in sales operations, business analysis, or a related role, preferably within the insurance or financial services industry.
- Strong analytical skills with proficiency in Excel and data visualization tools (e.g., Tableau, Power BI).
- Familiarity with CRM systems and sales analytics tools.
- Excellent communication and interpersonal skills, with the ability to work collaboratively across teams.
- Detail-oriented with strong organizational skills and the ability to manage multiple projects simultaneously.
- Ability to think critically and solve problems effectively.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At
Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas,
Integrity is committed to meeting Americans wherever they are — in person, over the phone or online.
Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
