Senior Analyst of Sales Strategy and Operations, SoFi
$80-150k
+ Bonus
Mobile & online personal finance services
Be an early applicant
Mobile & online personal finance services
1001+ employees
Be an early applicant
$80-150k
+ Bonus
1001+ employees
Company mission
To help people reach financial independence to realize their ambitions.
Role
Who you are
- 3+ years of experience in B2B SaaS, fintech, or sales operations
- Expertise in Salesforce or other key CRM systems
- Strong command of Excel/Google Sheets for data analysis and reporting
- Proven ability to develop insights and drive significant improvements in sales performance
- Strong analytical skills with a demonstrated ability to shift between strategic and tactical tasks
Desirable
- Experience with sales tools like Gong, Salesloft, Outreach, and Tableau
- Familiarity with sales forecasting models and CRM systems such as Salesforce
- Exposure to B2B enterprise sales processes and SaaS metrics
- Ability to design automation workflows to improve sales productivity
What the job involves
- SoFi at Work is in a critical phase of growth, and we’re building a talented Sales Operations team to maintain momentum
- As a Senior Analyst in Sales Operations, you will act as a strategic partner to our sales leadership team, aligning go-to-market strategies across functions
- You’ll help design and manage our sales operations while collaborating closely with Sales Development to drive key growth initiatives
- Your contributions will position SoFi at Work to meet ambitious goals
- Sales Strategy: Collaborate with sales leadership to shape strategy across Sales Development, Solutions Consultants, and Account Executives
- Pipeline Management & Forecasting: Own pipeline management processes and activity tracking to ensure accurate sales forecasting and opportunity management
- Cross-Functional Collaboration: Partner with cross-functional teams including Finance and Marketing to manage royalty payments and improve lead management
- Reporting & Analysis: Develop new reporting frameworks to monitor the health of the sales funnel and identify growth opportunities
- Vendor Management: Coordinate with external vendors and technology partners to optimize sales tools, ensure alignment, and manage renewals
- Data Hygiene & Quality: Ensure data integrity across CRM systems and other tools by establishing strong data hygiene practices
- Process Automation: Optimize processes and workflows to increase productivity and drive revenue growth
Our take
SoFi started by offering ways for students to secure better financial terms on their loans, and now offers a huge range of personal finance products, including bank accounts, loans, mortgages, investment advice, and investment opportunities. Many customers find they have to go to multiple financial service providers to meet all their finance needs, but SoFi overcomes this issue by putting it all in one place.
Its goal, to cover all the financial bases, sets them apart from many of the traditional banks and even some of their digital competitors, such as Avant, which has chosen to focus on providing credit alternatives. Although it is operating in a competitive market with a lot of big players such as Monzo, Revolut, and Starling, the company has managed to raise huge amounts of funding to support its rapid expansion.
SoFi has focussed on global expansion, moving outside the US, and has made a series of acquisitions to support this - including a Hong Kong-based investment app called 8 Securities. After going public on the New York Stock Exchange via a SPAC merger in June 2021, the company has continued to evolve and release more mission-oriented services into its roster, and strengthened its lending capabilities through a $350 million post-IPO loan. To date, the company has sold over $15 billion in personal loan collateral and continues to strengthen its offering.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
7% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jan 2021
$369.9m
LATE VC
May 2019
$500m
GROWTH EQUITY VC
Total funding: $2.7bn
Company benefits
- Comprehensive health, vision, dental, life insurance, and disability benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs, up to $5,250 per year
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including: telehealth parental support, subsidized gym program
- Flexible time off
- Fertility and family planning options
- Free financial classes
Company values
- Put our member's interests first – if we take care of our members' interests, it will best serve our interests.
- Run after problems – we must build a culture of people who run after problems in order to ensure we execute with excellence and “things” do not fall through the cracks.
- Embrace diversity, everyone should feel welcome, included and able to contribute – diversity is a differentiator and our team should reflect society. We should continue to encourage and celebrate diversity.
- Get to the truth and make principle-based decisions – we can only make the best decisions if we have the right data, all of the perspectives, and if we align on the guiding principles.
- Make your footprint bigger than your foot – selfless acts are critical to elevate beyond the impact of our collective individual efforts.
- Do the right thing, if you're not sure, do the harder thing – our business is built on trust and integrity, which requires both adhering to the letter of the law and regulations and doing the right thing for the company and our members..
- Set ambitious goals, be gritty, be accountable - we must hold ourselves and others accountable for delivering our business objectives, for our culture, and for our member.
- Take care of other people and help them grow - our people are our greatest differentiator, if we take care of our people, they will take care of our members.
- Iterate, learn, innovate - we are all responsible for innovation and we must embrace data-driven decisions.
- Be SoFi missionaries - our products, our services, our brand, and our business must be durable over the long term to achieve our mission—be a missionary.
- Don’t forget to smile - our ambition is contagious: it makes us smile to see people inside and outside of SoFi succeed.
Company HQ
The East Cut, San Francisco, CA
Articles
Leadership
Anthony Noto
(CEO)Graduated from the U.S. Military Academy after being a telecommunications officer and captain in the U.S. Army. Has worked as Head of Gobal Telecommunications, Media and Technology at Goldman Sachs, been the COO of Twitter, and also the CFO of the National Football League.
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