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