Sales Operations Analyst
Location: Chicago, Hybrid
About Halo:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors
.
Named by Fast Company among Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solution
s.
At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passi
on!
About the R
ole:Halo is seeking a detail-oriented and analytical individual to serve as the Sales Operations Analyst. In this role, you will be responsible for improving core sales processes, driving operational efficiency, and providing data-driven insights to leadership. The ideal candidate has experience with Customer Relationship Management (CRM systems such as Salesforce) and AI tools and will improve processes to ensure the sales organization is operating at maximum productiv
ity.
Key Responsibili
- ties:Responsible for day-to-day sales operations, including data management, process execution, analysis and repor
- ting.Using sales performance data, will identify trends, opportunities for improvement, and potential risks in the sales pipeline and execution m
- odel.Develop, manage, and distribute accurate sales reports and dashboards to track key metrics (e.g., pipeline health, conversion rates, cycle t
- ime).Manage and maintain Halo’s CRM system (Salesforce), ensuring data integrity, hygiene, and accurate representation of the sales pipe
- line.Collaborate with Finance to provide data for sales forecasting inputs to support financial planning and budgeting proce
- sses.Administer and refine sales supporting functions such as quota setting and territory align
- ment.Collaborate with the sales team leaders to document and refine sales processes to help improve workflow and overall sales team producti
vity.
Key Qualifica
- tions:Bachelor’s degree in Business, Finance, or quantitative
- field.2+ years of experience in Sales, Operations or a highly analytical business fun
- ction.Practical experience with Salesforce CRM administration and reporting, including dashboard creation and process autom
- ation.Familiarity with AI tools and applic
- ationsStrong analytical and quantitative skills; able to translate complex data into clear, actionable insights and business recommenda
- tions.Proficiency with data analysis tools (e.g., advanced Excel, SQL, Tableau, Powe
- r BI).Experience administering elements of sales infrastructure, such as sales compensation, quota modeling, or territory pla
- nning.Excellent communication and collaboration skills, with the ability to present detailed analysis clearly and concisely to internal stakeho
lders.
Benefits and Compen
sation:This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enj
- oyable.
This is a hybrid role, working 3 days/week in our downtown Chicago - office.Competitive compensation, including a base salary of $60,000
- -$75,000Work with a great team in an exciting work env
- ironmentComprehensive benefits including medical, dental, vision insurance, life & disabili
- ty, etc.Multiple voluntary benefits: identity protection, pet insurance, accident insurance a
- nd more!Flexible PT
- O policy401k program to help build wealth for th
- e futurePaid parental leave to bond with your new
- additionChicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events a
nd more!
Halo values diversity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process, please contact us at: hr@haloinves
ting.com.
