Sales Operations Analyst

Guidant Financial; San Antonio (TX); Remote; USD 65,000 - 82,000; Full time

Job summary

A forward-thinking company is seeking a remote Sales Operations Specialist to enhance sales operations and drive efficiency. In this dynamic role, you will manage data in Salesforce, develop insightful reports, and lead training sessions to ensure best practices are followed. This position not only offers a competitive salary but also provides opportunities for growth and a flexible work environment. Join a motivated team committed to empowering entrepreneurs and making a significant impact in the small business landscape. If you're ready to thrive in a self-directed environment, this is the perfect opportunity for you.

Benefits

Comprehensive health benefits

401k match

Paid parental leave

Paid time off

Flexible remote work setup

Provided equipment

Inclusive culture

Engagement activities

Qualifications

• 3-5 years of experience in sales operations or related fields.
• At least 3 years of experience with CRM systems, preferably Salesforce.

Responsibilities

• Manage data and generate insights in Salesforce.
• Evaluate and communicate key sales metrics to support leadership.
• Train end-users on Salesforce reporting and best practices.

Skills

Sales Operations

Salesforce

Data Analysis

Communication Skills

Problem-Solving

Tools

Salesforce

Databases

Spreadsheets

Job description

2 weeks ago Be among the first 25 applicants

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $65,000 - $82,000

Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications about a position.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs. We deliver innovative funding solutions and build the latest technology to support entrepreneurs in starting and growing their businesses. Our purpose extends beyond supporting entrepreneurs — we want our employees to feel empowered to make an impact on our clients and their careers.

Our Values

• Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.
• Connection: Connection is important. You lift others up because when they grow, you grow.
• Excellence: You thrive outside of your comfort zone. You jump at the chance to improve and have insatiable curiosity.

The Role

Join the innovative and dynamic Guidant Financial team as a remote Sales Operations Specialist! In this key role, you will enhance our sales operations by managing data and generating insights in Salesforce. You will also lead training on process improvements, ensuring best practices are adopted for efficiency. Your responsibilities include supporting operational tasks to ensure seamless sales activities, with a focus on data ownership and process enhancement.

What You'll Be Doing

• Evaluate and communicate key sales metrics to support leadership in developing strategies
• Develop and maintain Salesforce dashboards, reports, and visualizations
• Identify training needs and manage weekly training sessions
• Collaborate to design and implement Salesforce reporting solutions
• Ensure data accuracy through audits and corrections
• Manage data structures, hierarchies, and permissions within Salesforce
• Support sales forecasting and strategic planning with data insights
• Train end-users on Salesforce reporting and best practices
• Perform administrative tasks such as workflow management and communication
• Maintain and update Salesforce architecture and tools
• Manage incentive programs and review sales contracts
• Perform other duties as assigned

Requirements

• 3 to 5 years of experience in sales operations or related fields
• At least 3 years of experience with CRM systems, preferably Salesforce
• Proficiency in databases and spreadsheets
• Exceptional attention to detail
• Critical thinking and problem-solving skills
• Ability to collaborate across departments
• Excellent communication skills
• Ability to work independently in a self-directed environment

Other Requirements

• Pass a background check
• Meet work-from-home requirements
• Complete ongoing education based on certifications

Benefits

• Join a team of motivated and innovative individuals
• Opportunities for growth and promotion
• Comprehensive health benefits, competitive salary, paid parental leave, 401k match, paid time off, and holidays
• Flexible remote work setup with provided equipment
• Inclusive culture with engagement activities

This is a fantastic remote opportunity with a reputable company. We are recruiting in select states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO. The position offers a salary between $65,000 - $82,000. Please apply to only one location per role to avoid multiple communications.