Sales Operations Analyst, Altruist

• We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
• This role is ideal for someone who loves turning messy data into clear answers and wants to play a key role in scaling a high‑growth fintech company
• 2–5+ years in Sales Operations, Revenue Operations, Business Analytics, or similar roles
• Strong experience with Salesforce (reporting, dashboards, data structures, and basic administration best practices)
• Advanced Excel / Google Sheets skills; comfort working with large datasets (SQL experience is a plus)
• Experience working with sales or revenue analytics (pipeline, conversion funnels, forecasting, productivity)
• Highly analytical with strong attention to detail and a bias toward clear, structured thinking
• Excellent communication skills - able to translate complex data into simple narratives and recommendations for non‑technical stakeholders
• If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles

Desirable

• Altruist is entering an exciting phase, and we're looking for a Sales Operations Analyst to join our Client Development team. As a Sales Operations Analyst, you’ll build and maintain the reporting, analytics, and operational infrastructure that enables our Sales and Client Development teams to operate with clarity, consistency, and predictability
• You’ll sit at the intersection of data, systems, and strategy — owning core sales reporting, optimizing Salesforce and related tools, and surfacing insights that improve pipeline health, forecasting accuracy, and rep productivity
• Build and maintain the reporting, analytics, and operational infrastructure that powers day‑to‑day execution and leadership decision‑making
• Enable better decision‑making through sales dashboards and reporting across executive, manager, and rep levels (e.g., bookings, pipeline, activity, conversion)
• Analyze pipeline health, deal velocity, and stage conversion to identify growth opportunities and risks, and propose clear recommendations
• Support weekly and monthly forecasting with accurate, data‑driven insights and consistent definitions across the team
• Monitor and improve CRM data quality (primarily Salesforce), ensuring consistency, accuracy, and adherence to global processes
• Deliver actionable insights on sales performance, productivity, territory coverage, and win/loss trends
• Partner cross‑functionally with Sales Leadership, BI, Customer Success, Marketing, and Finance to align on metrics, definitions, and GTM priorities
• Help evaluate, implement, and optimize sales tools and processes that improve rep efficiency and overall sales productivity