Field Operations & CX Analytics Lead

Innovu, LLC

Pittsburgh (Allegheny County)

On-site

USD 65,000 - 90,000

Full time

7 days ago

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Benefits offered by this job

Flexible work arrangements

Growth and advancement opportunities

Low cost medical, dental, and vision

Job summary

Innovu, LLC is seeking a Field Operations Analyst in Pittsburgh to support the full client lifecycle from pre-sales to ongoing CX reporting. You will coordinate sales forecasting, pipeline analytics, and cross-functional tasks, while ensuring data integrity across Zoho and related tools.

You will collaborate with Managing Directors, Directors of Strategic Partnerships, and Operations to optimize client health, retention, and upsell opportunities, and help streamline CRM dashboards for visibility.

Qualifications

Bachelor's degree or equivalent experience.
3+ years of experience in sales support, operations support, and/or reporting analyst responsibilities.
Self-starter with 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.
Desire to become part of and help create our extraordinary culture.

Responsibilities

Manage, coordinate, and produce Sales forecasting, Sales Performance analytics (KPIs: Activities, Pipeline, sales reports), cross-functional team items (Onboarding, Annual Recurring Revenue), and ad hoc items for biweekly Territory Calls with Managing Directors.
Manage the Quarterly Territory Rotation with Executive Sales Leadership & MDs; review completed activity, current pipeline, and alignment with MDs’ yearly business plan.
Support Managing Directors in underwriting sales opportunities and responding to RFPs.
Support Managing Directors and Directors of Strategic Partnerships in generating lead qualifications and identifying KAM employer accounts for upsell.
Generate sales Order Forms and manage Good Order collection through to completion; provide weekly reports on New & Aged OF/PIC status; streamline OF generation via CRM for new clients.