Senior Sales Analytics & Operations Analyst

Waystone

New York, Northern (NY, KY)

Hybrid

USD 80,000 - 120,000

Full time

7 days ago
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Benefits offered by this job

Competitive salary
Generous PTO
Annual bonus
Health benefits

Job summary

Waystone is seeking a Sales Operations professional to support the North American Business Development team in market analysis, reporting, and data management. You will help shape sales strategy with quantitative insights and ensure data integrity across CRM and analytics platforms.

The role emphasizes collaboration with Sales, Product, and Finance, using Salesforce, Excel, and Power BI to deliver decision-ready recommendations in a fast-paced financial services environment.

Qualifications

  • Bachelor's degree required in Business, Finance, Economics, Mathematics, or related field (3–5+ years preferred).
  • 3–5+ years experience in sales operations, business analytics, or related analytical role, preferably in financial services.
  • Proven ability to conduct market analysis and generate actionable insights for sales leadership.

Responsibilities

  • Act as the primary Sales Operations contact for North American Business Development.
  • Perform market analysis, including TAM, whitespace, and client segmentation.
  • Maintain and cleanse CRM data across core systems to ensure reliable reporting.

Skills

Data analysis
Sales analytics
Communication
Stakeholder management
Cross-functional collaboration
Excel
Power BI
Salesforce
HubSpot

Education

Bachelor's degree in Business, Finance, Economics, Mathematics, or related field

Tools

Salesforce
Excel
Power BI
HubSpot

Job description

Waystone is seeking a Sales Operations professional to support the North American Business Development team in market analysis, reporting, and data management. You will help shape sales strategy with quantitative insights and ensure data integrity across CRM and analytics platforms.

The role emphasizes collaboration with Sales, Product, and Finance, using Salesforce, Excel, and Power BI to deliver decision-ready recommendations in a fast-paced financial services environment.

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