Sales Ops Analyst: Driving Analytics & CRM Excellence

Texas Capital; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K with generous match

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking a Sales Operations Senior Analyst in Dallas to optimize sales processes, Analytics and CRM platforms, and support strategic initiatives that improve sales effectiveness.

You will coordinate with Frontline and Data Analytics teams, develop dashboards, monitor KPIs, and partner with cross-functional teams to drive alignment and productivity across the sales organization.

Qualifications

• Bachelor's degree in Business, Finance, MIS or related field.
• 3–5 years in sales operations within financial services, preferably banking.
• Experience with data analysis tools and CRM systems (Salesforce) a plus.

Responsibilities

• Develop and maintain sales dashboards and KPI reporting.
• Analyze sales data to deliver actionable insights and forecast support.
• Support CRM deployment and optimization across teams.
• Collaborate with Sales, Marketing, Operations to align initiatives.
• Provide training and enablement resources for sales tools.
• Create sales collateral and training materials.
• Coordinate sales programs and campaigns.
• Identify process improvements through data analysis.
• Provide operational support including meeting coordination and project tracking.

Skills

Data analysis

Power BI

Salesforce

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Visio

Job description

Texas Capital Bank is seeking a Sales Operations Senior Analyst in Dallas to optimize sales processes, Analytics and CRM platforms, and support strategic initiatives that improve sales effectiveness.

You will coordinate with Frontline and Data Analytics teams, develop dashboards, monitor KPIs, and partner with cross-functional teams to drive alignment and productivity across the sales organization.