Sales Ops & Analytics Lead

Broadridge Financial Solutions; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Broadridge Financial Solutions in New York City is seeking a Sales Operations Manager to drive analytics and automation for sales performance, pipeline, and forecasting. The role reports to the Chief Operations Officer of GSMS and requires strong Salesforce.com and data skills.

The ideal candidate brings deep experience in sales operations, KPI analytics, and cross-functional collaboration to shape how the global sales organization leverages data to drive growth.

Qualifications

• BS/BA required.
• 7+ years in sales operations with KPI analytics.
• 5+ years supporting direct sales teams.
• Experience implementing CRM and commission platform integrations.
• Deep knowledge of Salesforce.com.
• Strong analytical, financial, and data-management skills.
• Proficiency with SQL and data visualization tools.
• Advanced Excel skills including macros and pivot tables; PowerPoint proficiency.

Responsibilities

• Drive design, delivery, and adoption of sales productivity analytics and tools for a multi-segment front-line and overlay global sales organization.
• Provide sales operations planning and analytics across a multi-segment sales structure, including quota planning, commissions operations, forecasting, and white space planning.
• Conduct financial and operational analysis to predict, measure and interpret business trends and inform decisions.
• Define business requirements for the CRM and back-end platforms to ensure accurate reporting across sales and product teams.
• Champion adoption of pipeline management best practices and CRM usage to fuel new pipeline generation.
• Collaborate with Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives on strategic projects and core processes.
• Lead ad-hoc sales operations projects.

Skills

Sales operations

Sales analytics

Salesforce.com

SQL

Data visualization

Excel

PowerPoint

CRM systems

Forecasting

Cross-functional collaboration

Education

BS/BA required

Tools

CRM tools

Commission platforms

Job description

Broadridge Financial Solutions in New York City is seeking a Sales Operations Manager to drive analytics and automation for sales performance, pipeline, and forecasting. The role reports to the Chief Operations Officer of GSMS and requires strong Salesforce.com and data skills.

The ideal candidate brings deep experience in sales operations, KPI analytics, and cross-functional collaboration to shape how the global sales organization leverages data to drive growth.