Sales Operations Specialist

EXANTE; Milano; Ibrido; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A wealth-tech company in Milan is seeking an experienced Sales Operations Specialist to leverage data for business solutions. Responsibilities include analyzing goals and improving processes, with a focus on data analytics and visualization. The ideal candidate has over 4 years in finance or economics and is skilled in Power BI and CRM systems. Competitive benefits including career growth and remote work options are offered.

Servizi

Career growth opportunities

Private medical insurance

Professional development

Remote work

Flexible hours

Competenze

• 4+ years of experience in finance, accounting, or economics.
• Expertise in Power BI, Metabase, and DAX, including dashboard performance tuning.
• Adept at data prep, modeling, and visualization.

Mansioni

• Analyzing business goals and needs within the White Label and Institutional Sales division.
• Conducting research and analysis to support sales operations.
• Designing and recommending improvements to business processes.

Conoscenze

Data analytics

Communication skills

Financial analysis

Power BI

Advanced Excel

Formazione

Bachelor's degree in a relevant technical discipline

Strumenti

CRM systems

Metabase

Descrizione del lavoro

About Exante

EXANTE is a wealth-tech company that provides centralized trading solutions and B2B financial infrastructure to create value through technology.

Our proprietary trading platform offers direct market access to a wide range of financial instruments, including stocks, ETFs, bonds, futures, options, and more, from a single multi-currency account.

With over 500 employees and a decade of market presence, EXANTE operates across 15 locations, including the UK, Cyprus, Malta, and Hong Kong.

• About the role

We are looking for an experienced

• Sales Operations Specialist
• to help businesses leverage data, identify opportunities for improvement, spot trends, and recognize potential issues with solutions.
• The Sales Operations Specialist will transform data into insights that drive business value through data analytics, visualization, and modeling techniques. You will identify trends to aid decision-making and process improvements.
• Your responsibilities include enhancing efficiency, increasing productivity, and driving profits.
• What you will be doing
• Analyzing business goals and needs within the White Label and Institutional Sales division.
• Conducting research and analysis to support sales operations.
• Designing and recommending improvements to business processes, sales funnel reporting, and revenue forecasting.
• Utilizing systems and data to resolve business issues effectively.
• Implementing best practices and suggesting improvements.
• Estimating costs and benefits of solutions to establish viability and ROI.
• Developing recommendations for sales operations issues.
• Documenting business processes and metrics, identifying improvement opportunities.
• Assisting management in resolving business issues and re-engineering processes.
• Researching and presenting sales operations findings.
• Using data to support process improvements and determining their costs and benefits.
• Maintaining documentation of processes, metrics, and opportunities.
• Building relationships with clients and vendors through meetings.
• Performing special projects as needed.
• Requirements
• Bachelor's degree in a relevant technical discipline.
• 4+ years of experience in finance, accounting, or economics.
• Expertise in Power BI, Metabase, and DAX, including dashboard performance tuning.
• Experience with CRM systems and analyzing complex datasets.
• Strong communication skills for interfacing with management.
• Ability to develop data stories for business partners and executives.
• Advanced Excel skills and experience building data infrastructure and reporting solutions.
• Knowledge of capital markets sector.
• Adept at data prep, modeling, and visualization.
• Benefits include career growth opportunities, private medical insurance, professional development, remote work, and flexible hours.