Sales Operations Analyst

Axos Bank • Full-time • San Diego, CA, US • 3w ago

Responsibilities:

Monitor and analyze team performance, surfacing actionable insights to leadership and sales managers
Conduct post-mortem analysis of lost opportunities and abandoned applications to identify root causes and implement improvements
Provide support to the Premier and Retention teams by managing activities, sales, and services, ensuring effective oversight of customer sales, service, referrals, pipeline closure, and customer communication
Provide overall support and departmental coordination for team inquiries, ad- hoc requests, and projects
Assist maintaining accurate sales, servicing, products tracking reports for Small Business and Premier Banking teams, including pipeline updates, account openings, and product penetration metrics
Monitor and report on performance against sales goals, business unit KPIs highlighting trends and opportunities
Assist with preparation daily, weekly, monthly, and quarterly sales and service activity summaries for leadership
Responsible for assisting with Salesforce, Prelim and other tools case queue management. Maintains case assignment and ensures all cases close within Service Level Agreements
Actively engages with inbound customer servicing requests via telephone and online channels as necessary
Creating spreadsheets, evaluate data analytics and salesforce data in support of RM sales activities and detailing statistics
Assist with planning and executing the tactical elements of Sales to enforce best practices and continuously improve effectiveness: sales model/processes/methodologies, KPIs, productivity metrics, lead management
Foster strong and effective partnerships with the Sales and Account Management teams in the Lending and Banking business units
Partner with Sales Management to oversee day-to-day process execution and adherence to policies, identify problems, recommend and take corrective actions
Own the sales reporting framework, including dashboards that track pipeline activity, conversion rates, account growth, and product penetration

Qualifications

Bachelor’s degree in Business Administration, Finance, or related field preferred; equivalent work experience accepted
2+ years in a banking sales support, client service, or operations role, preferably in both retail and business banking environments
Strong organizational skills with attention to detail and accuracy
Excellent verbal and written communication abilities
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software
Ability to multitask and prioritize in a fast-paced environment
Knowledge of banking products, preferably Business and Premier/Personal wealth banking
Demonstrated ability to lead and coordinate cross-functional projects, managing timelines, resources, and stakeholder communications to deliver strategic outcomes in the Small Business and Premier Business units

Related Jobs

Sales Operations Manager

Roo • Full-time • Remote (San Diego, CA, US) • 3d ago

Sales Operations

3d ago

Sales Operations Analyst - Compensation Administration

Illumina • Full-time • San Diego, CA, US • 6d ago

Sales Operations

6d ago

Sr. Sales Operations Analyst - Golf

Revelyst • Full-time • San Diego, CA, US • 1w ago

Sales Operations

1w ago

Sales Operations Specialist

TalentAlly • Full-time • San Diego, CA, US • 1w ago

Sales Operations

1w ago

Director, Sales Operations – Field Business Operations (FBO)

ServiceNow • Full-time • San Diego, CA, US • 1w ago

Sales Operations

1w ago

Business Development Manager / Inside Sales & Sales Operations

Globalstar • Full-time • San Diego, CA, US • 2w ago

Sales Operations

2w ago

Sales Operations Director

ServiceNow • Full-time • San Diego, CA, US • 3w ago

Sales Operations

3w ago

Real Estate Vice President of Sales Operations

AKA Search Group • Full-time • San Diego, CA, US • 1m ago

Sales Operations

1m ago

Senior Manager, Sales Operations

Qualcomm • Full-time • San Diego, CA, US • 2m ago

Sales Operations

2m ago

Vice President of Sales Operations

AKA Search Group • Full-time • San Diego, CA, US • 5m ago

Sales Operations

5m ago