Field Operations & Client Lifecycle Analyst

Innovu; Pittsburgh (Allegheny County); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Low cost medical, dental, and vision保险

401(k) plan with employer match

Company paid life insurance, short‑/长期

Job summary

Innovu's Field Operations Analyst provides the backbone for the client lifecycle—from pre-sales and sales enablement through hand-off to Operations, and ongoing reporting that supports CX in managing client health, retention, and upsell opportunities.

The role collaborates across Directors, Sales, Finance, Marketing, Project Management, and Operations to keep data clean and reliable, enable effective renewals, and drive cross-functional improvements that strengthen client outcomes.

Qualifications

• Bachelor's degree or equivalent experience.
• 3+ years in sales support, operations support, and/or reporting analyst responsibilities.
• Strong organizational skills and attention to detail.
• In-depth understanding of the sales process and client lifecycle.
• Strong written and verbal communication skills.
• Experience using and managing a CRM system (e.g. Zoho, Salesforce, HubSpot, Monday).
• Proficiency with Microsoft 365 (Outlook, Excel, Teams).
• Advanced Excel knowledge.

Responsibilities

• Forecasting, Sales Performance analytics, and KPI tracking for Biweekly Territory Calls with MDs.
• Manage the Quarterly Territory Rotation with Executive Sales Leadership & MDs.
• Support MDs in underwriting sales opportunities and responding to RFPs.
• Generate lead qualifications and identify upsell opportunities.
• Create Sales Order Forms and manage Good Order collection through to completion.
• Provide weekly leadership reports on OF/PIC status.
• Utilize CRM to streamline OF generation for new clients and data feeds.
• Coordinate paperwork for client renewals.
• Assist in client change/termination/retention tracking within CRM (Zoho).
• Train Managing Directors on CRM (Zoho) and Sales Tools.

Skills

CRM systems proficiency

Advanced Excel

Data analysis

Cross-functional collaboration

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Zoho CRM

Salesforce

HubSpot

Monday

Job description

Innovu's Field Operations Analyst provides the backbone for the client lifecycle—from pre-sales and sales enablement through hand-off to Operations, and ongoing reporting that supports CX in managing client health, retention, and upsell opportunities.

The role collaborates across Directors, Sales, Finance, Marketing, Project Management, and Operations to keep data clean and reliable, enable effective renewals, and drive cross-functional improvements that strengthen client outcomes.