Build and maintain dashboards, scorecards, and forecasting models to support pipeline visibility and sales performance for the Financial Services vertical.
Use SQL to pull, clean, and model data from multiple systems to provide deep analysis on trends, pipeline quality, win/loss patterns, retention risk, and revenue performance.
Diagnose performance gaps using data-driven insights and recommend corrective action in collaboration with Sales Leadership.
Monitor vertical-specific KPIs (deal velocity, conversion benchmarks, ACV trends, territory coverage, and product adoption metrics).
Design and continuously refine sales processes tailored to the Financial Services vertical, using quantitative analysis to validate improvements.
Implement process automations and workflow logic in the CRM to increase sales productivity and reduce administrative overhead.
Administer and optimize the CRM platform, ensuring accurate data capture across complex financial institution hierarchies and multi-stakeholder buying groups.
Own forecasting processes for the Financial Services sales vertical, using data modeling, historical trends, and rep-level analytics to improve forecast accuracy.

Requirements

4–7+ years of experience in Sales Operations, Revenue Operations, Business Operations, or similar analytical roles.
Strong SQL skills with experience joining large datasets, building data models, and writing performance-optimized queries.
Advanced proficiency in Excel/Google Sheets and BI/analytics tools (Looker, Tableau, Power BI, or similar).
Deep understanding of B2B SaaS or enterprise sales cycles; experience in Financial Services or FinTech is highly preferred.
Demonstrated ability to turn quantitative analysis into clear, actionable recommendations.
Experience managing CRM systems (Salesforce, HubSpot, or vertical CRM platforms), including automation and workflow development.
Strong communication and presentation skills, with the ability to deliver insights to senior leadership.

Benefits

Professional development opportunities supported by a community of experienced professionals.
Reimbursement for training and continuing education to help you stay ahead in your career.
Modern, open offices designed to inspire creativity and collaboration.
Complimentary lunches and fully stocked kitchens.
Comprehensive wellness and flexible time off programs.
Family-formation benefits and support during your family-building journey.
Paid volunteer time off and a donation matching program.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLdata modelingdata analysisExcelGoogle SheetsLookerTableauPower BICRM automationworkflow development

Soft Skills

communicationpresentationcollaborationanalytical thinkingproblem-solving