Sales Analytics & Ops Specialist

Texas Capital Bank; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Texas Capital Bank is seeking a Sales Operations Sr. Analyst to optimize sales processes and provide deep analytics. You will support dashboards, KPI reporting, and CRM systems to drive productivity and data integrity.

You will collaborate with cross-functional teams, analyze performance data, and deliver actionable insights to improve forecasting and sales effectiveness. The role emphasizes training, materials, and process improvement within a banking environment.

Qualifications

• 3-5 years of experience in sales operations or a related role within the financial services industry.
• Experience with data analysis and reporting tools; familiarity with Power BI and CRM systems (Salesforce) is a plus.
• Ability to work independently and influence decision-making through data-driven insights.
• Strong attention to detail and the ability to handle and analyze complex data sets.
• Excellent organizational skills to manage multiple tasks and priorities.
• Strong interpersonal and communication skills to collaborate effectively across teams.
• Analytical mindset with the ability to draw insights from data and recommend improvements.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).
• Eagerness to learn, adapt, and contribute to a collaborative team environment.

Responsibilities

• Coordinate with Frontline businesses and Data Analytics team on the development and maintenance of sales dashboards, KPI reporting, and performance tracking tools.
• Analyze sales data and performance metrics to deliver actionable insights, support forecasting, and inform strategic decision-making.
• Support the implementation, administration, and optimization of CRM platforms and sales technologies.
• Support the design, documentation, and continuous improvement of sales processes, workflows, and operational practices.
• Partner with Sales, Marketing, Operations, and other cross-functional teams to drive alignment and seamless execution.
• Provide training, guidance, and enablement resources to help sales teams leverage systems and best practices.
• Develop and maintain sales collateral, presentations, training materials, and other resources.
• Coordinate and support sales programs, campaigns, and initiatives that align with business objectives.
• Identify process improvement opportunities through data analysis and stakeholder feedback; assist with implementing solutions and measuring results.
• Provide operational and administrative support, including meeting coordination and project tracking.

Skills

Data analysis

Attention to detail

Organizational skills

Communication

Cross-functional collaboration

Education

Bachelor's degree in Business, Finance, MIS or related field

Tools

Power BI

Salesforce

Excel

PowerPoint

Word

Visio

Job description

Texas Capital Bank is seeking a Sales Operations Sr. Analyst to optimize sales processes and provide deep analytics. You will support dashboards, KPI reporting, and CRM systems to drive productivity and data integrity.

You will collaborate with cross-functional teams, analyze performance data, and deliver actionable insights to improve forecasting and sales effectiveness. The role emphasizes training, materials, and process improvement within a banking environment.