Sales Operations Analyst

NexPoint Capital, Inc; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Job summary

NexPoint Capital, Inc. in Dallas, TX seeks a Sales Operations Analyst to support its National Accounts team. You will drive sales efficiency, maintain CRM data, and partner with marketing, compliance, and product to enable data-driven decisions.

The role requires Salesforce expertise, strong Excel skills, and an analytical mindset to deliver dashboards and actionable insights in a fast-paced environment.

Qualifications

• 1–5 years of experience in sales operations, business analytics, sales support, or a related role.
• Bachelor’s degree in business, finance, analytics, or marketing.
• Experience in financial services, investments, insurance, or asset management preferred.
• Advanced proficiency in Microsoft Excel; strong skills in PowerPoint, Word, and Outlook.
• Salesforce experience required; ability to build reports and analyze data.
• Strong analytical mindset with attention to detail and data accuracy.
• Excellent communication, organization, and stakeholder-management skills.
• Self-starter who thrives in a fast-paced, collaborative environment.

Responsibilities

• Track, analyze, and report on sales activity, pipeline performance, and trends using Salesforce and internal tools.
• Serve as the primary Salesforce resource for the National Accounts team with dashboards and data integrity.
• Maintain CRM data to support forecasting and leadership reporting.
• Identify opportunities to improve sales effectiveness and coverage.
• Coordinate due diligence requests and data rooms for National Accounts.
• Liaise between National Accounts and marketing, compliance, legal, and product.
• Support product launches and strategic initiatives with data and reporting.

Skills

Analytical thinking

Communication skills

Stakeholder management

Self-starter

Education

Bachelor's degree in business, finance, analytics, or marketing

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Description

NexPoint is a multibillion-dollar alternative investment firm based in Dallas, Texas. The firm is structured around three major business areas: real estate, corporate credit and equities, and insurance solutions. NexPoint’s businesses span asset classes, industries, and strategies, providing flexibility to invest across capital structures and market environments. Serving a diverse client base, NexPoint’s investment strategies are offered in a range of vehicles and fund structures, including mutual funds, public and private REITs, tax-advantaged vehicles, private funds, and separate accounts.

NexPoint is part of a network of affiliates that operate across the asset management and financial services spaces. The firm and its affiliate network are actively involved in supporting the communities where they operate. This includes contributing to nonprofit organizations across a range of issue areas through NexPoint Philanthropies, with a significant focus on advancing the North Texas region.

Description

NexPoint is seeking a highly motivated and analytical Sales Operations Analyst to support its National Accounts team. This role plays a critical part in driving sales effectiveness, operational efficiency, and data-driven decision-making across key distribution relationships, including Broker-Dealers, RIAs, and Family Offices.

The Sales Operations Analyst partners closely with National Accounts leadership, sales professionals, marketing, and compliance teams to support business strategy, due diligence initiatives, CRM reporting, and process optimization.

Responsibilities

Sales Operations & Analytics

• Track, analyze, and report on sales activity, pipeline performance, and opportunity trends using Salesforce and internal reporting tools
• Serve as the primary Salesforce resource for the National Accounts team, including reporting, dashboards, data integrity, and process improvements
• Maintain and analyze CRM data to support strategic planning, forecasting, and leadership reporting
• Identify trends, gaps, and opportunities to improve sales effectiveness and coverage

National Accounts Support

• Support the National Accounts team in day-to-day operations and strategic initiatives
• Coordinate and manage due diligence requests (RFI/DDQ), data rooms, and partner inquiries
• Act as a liaison between National Accounts and internal teams including marketing, compliance, legal, and product
• Manage inbound and outbound communications related to National Accounts initiatives

Process Improvement & Enablement

• Implement and enhance operational processes to improve efficiency and scalability
• Assist in developing and maintaining sales materials, presentations, and reporting tools for internal and external use
• Support product launches, conferences, and strategic initiatives with data, reporting, and operational coordination
• Maintain project logs, calendars, and workflow documentation for the team

Requirements

• 1–5 years of experience in sales operations, business analytics, sales support, or a related role
• Bachelor’s degree required; business, finance, analytics, or marketing preferred
• Experience in financial services, investments, insurance, or asset management strongly preferred
• Advanced proficiency in Microsoft Excel; strong skills in PowerPoint, Word, and Outlook
• Salesforce experience required; ability to build reports and analyze data
• Strong analytical mindset with attention to detail and data accuracy
• Excellent communication, organization, and stakeholder-management skills
• Self-starter who thrives in a fast-paced, collaborative environment

Compensation & Benefits

NexPoint offers a competitive base salary and bonus based on experience and performance.

• NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles
• 401(k) plan with employer match

NexPoint’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry.

NexPoint is an Equal Opportunity Employer.