Sales Operations Analyst

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 is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Overview

The Sales Operations Sr. Analyst plays a key role in optimizing sales processes, providing deeper analytics, and supporting strategic initiatives to improve sales effectiveness.

Key Responsibilities

• Coordinate with Frontline businesses and Data Analytics team on the development and maintenance of sales dashboards, KPI reporting, and performance tracking tools to monitor business results and identify opportunities for improvement.

• 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 to improve productivity and data integrity.
• Support the design, documentation, and continuous improvement of sales processes, workflows, and operational practices to enhance efficiency and effectiveness.
• Partner with Sales, Marketing, Operations, and other cross-functional teams to drive alignment, facilitate communication, and ensure seamless execution of business initiatives.
• Provide training, guidance, and enablement resources to help sales teams effectively leverage systems, tools, and best practices.
• Develop and maintain sales collateral, presentations, training materials, and other resources that support sales readiness and customer engagement.
• Coordinate and support sales programs, campaigns, and initiatives that align with business objectives and sales strategies.
• Identify process improvement opportunities through data analysis, stakeholder feedback, and industry best practices; assist with implementing solutions and measuring results.
• Provide operational and administrative support, including meeting coordination, documentation management, and project tracking to ensure smooth execution of Sales Operations activities.

Qualifications

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

• 3-5 years of experience in sales operations or a related role within the financial services industry, preferably banking, with exposure to both B2B and B2C environments.
• Proficiency in data analysis and reporting tools; experience 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 with the ability 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.

_The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer._