As a Sales Operations Analyst you will play a critical role in supporting the Sales organization by providing actionable insights through data analysis. Your efforts will contribute to optimizing sales performance, forecasting, and developing effective sales strategies. This position requires a deep understanding of sales data, market trends, and business dynamics to ensure the achievement of sales targets and overall business growth.
We are looking for those who are:
Infectiously Passionate about Clearwater: Demonstrated dedication to our mission, values, and vision.
Energy: Infuse enthusiasm and a strong work ethic into the team and work environment, with the ability and desire to work hard for a sustained period.
Willingness to Learn: Embrace growth opportunities and a hunger for knowledge.
Highly Analytical: Proficient in dissecting complex data to inform strategic decisions
What you will do:
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Work with multiple stakeholders within the Sales organization to understand their needs and help them drive sales.
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Analyze sales data and key performance indicators (KPIs) to identify trends, opportunities, and areas for improvement.
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Provide regular reports on sales performance to assist management in making data-driven decisions.
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Actively track the developments of deals, maintaining an updated mental snapshot of the status, to ensure you're consistently informed and can detect potential issues beforehand.
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Proactively provide precise and timely information to different sales stakeholders, to enable them to effectively navigate and optimize their deal processes.
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Oversee and analyze the entire account universe (territory) and how are we engaging it. Evaluate and define relevant reporting for each program.
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Establish and maintain sales performance dashboards and tracking systems to measure the effectiveness of sales initiatives and identify areas requiring improvement.
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Delve deep into the sales process to discern both the 'what' and the 'why' behind varying outcomes. Your investigations aim to understand the driving factors behind successes and challenges. Monitor competitor activities and sales strategies to keep the sales team informed of market trends and potential competitive threats
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Present and communicate business impacts to stakeholders based on your analysis.
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Special Projects: Take charge of unique projects assigned by the Chief Revenue officer. Responsibilities include meeting deadlines, staying on budget, and aligning with the company's overall goals.
Who you are:
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Bachelor’s degree in business, Marketing, Economics, or a related field
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Proven experience in sales analysis, sales planning, or business analytics in the FinTech industry or a related field
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Proficiency in data analysis and reporting tools (e.g., Excel, Tableau) to analyze complex sales data and derive actionable insights.
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Certifications in Salesforce is highly preferred.
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Excellent verbal and written communication skills, with the ability to present data-driven insights to varied audiences.
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A solid understanding of the FinTech industry and keen business acumen, including market dynamics, sales processes, and customer behavior.
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You rapidly grasp new concepts, have natural curiosity, approach challenges from unique angles, and embrace experimentation and novel approaches.
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You stand out for your consistent ability to deliver results. Time and again, you meet expectations, ensuring steady progress and dependable outcomes.
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7+ years of experience as an Analyst or similar role in ideally leading projects.
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Basic coding skills and general understanding of dashboarding and scripting, preferably in DAX, VBA and Power Query.
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Strong interpersonal, communication, and presentation skills.
What we offer:
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Business casual atmosphere in a flexible working environment
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Team focused culture that promotes innovation and ownership
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Access cutting edge investment reporting technology and expertise.
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RSUs as well as employee stock purchase plan and 401k with match
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PTO and volunteer time off to give back to the community.
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Defined and undefined career pathways allowing you to grow your own way
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Work from anywhere 3 weeks out of the year
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Work from home Friday
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Maternity and paternity leave
Salary range will vary DOE and location. $105k - $140k+ bonus + RSUs