Sales Operations Analyst, Coalition

• This role requires candidates to excel in analyzing complex data, building interpersonal relationships, and enabling results driven alignment with leaders
• You value working in rapidly evolving environments highly impacted by your actions. You are resourceful, collaborative, and above all, exhibit a strong ownership mentality. This means leveraging your understanding of organizational dynamics to proactively identify and execute deliverables in a timely and accurate manner
• You are always eager to learn new things and uplevel yourself and those around you
• Bachelor's degree in Business, Finance, or a related field
• 2+ years of experience in sales operations or a similar role within the financial services sector (sales operations, management consulting, finance, analytics, etc.)
• Strong expertise in data analysis, with experience using BI tools like Looker or Tableau; CRM systems such as Salesforce (FSC and/or CRMA), and analytics tools such as GSuite, and Excel
• Experience partnering with technical Product and Engineering teams to drive field efficiency
• Exceptional problem-solving and analytical skills
• Excellent communication and presentation skills
• Ability to work independently and manage multiple projects simultaneously

Desirable

• As the Sales Operations Analyst (Territory & Pipeline Management), you will play a pivotal role in optimizing our GTM territory management to drive revenue by partnering closely with GTM Leadership and Field Team members
• Your capacity as a field operator is an integral component to achieving Coalition’s growth goals by furthering Revenue Operations / Executive Level objectives with field sales and underwriting teams
• Your responsibilities will encompass a wide range of activities, including reporting and analyzing field activity, performance, resource allocation and owning the delivery of visibility and insights throughout our field organization
• Additionally, you will drive process and tooling enhancements by gathering requirements from the GTM Team and translating into workflow process design and tooling transformation within 3P and proprietary systems
• You will have agency to develop frameworks to cut through pipeline noise, enabling GTM members to better focus on key deals and relationships
• Territory / Pipeline Analysis:
• Implement and manage best in class territory management practices
• Continuously analyze GTM performance across all revenue levers
• Engage directly with revenue and insurance leadership to drive internal change
• Provide weekly, monthly, and quarterly analysis to all levels of the GTM organization to maximize field output and process efficiencies
• Own delivery, ongoing support, and analysis of sales action plans with GTM leaders and Field members
• Reporting and Analytics Skills:
• Develop and maintain reports and dashboards that provide insights into operational performance, sales pipeline management, competitive intelligence, and key performance indicators (KPIs)
• Leverage KPI and leading indicator analysis to identify trends, areas of improvement, and present findings to leadership that inform solution design and operational implementation
• Develop performance dashboards that showcase key activity and KPI metrics reviewable by the entire organization, and used to provide insights to drive success across the GTM organization and externally
• Business Intelligence & Process Optimization
• Present individual, zonal, and macro level trends to senior GTM leadership on continuous cadence
• Leverage identified trends to drive process, technical, and workflow improvements across GTM org
• Partner with XFN department stakeholders to identify and prioritize tooling enhancements to derive insights and drive revenue