Sales Ops & Analytics Specialist

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

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.