[Remote] Senior Manager, reputed company Operation Analytics (Sales)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading independent fiduciary firm that has been helping families manage their financial lives for over 40 years. They are seeking a Senior Manager, reputed company Operation Analytics to enhance reputed company performance through sales analytics and strategic insights, focusing on pipeline conversion and forecasting accuracy. This role involves collaboration with various departments to optimize sales processes and improve overall sales effectiveness.
Responsibilities
- Own end-to-end sales funnel analytics—from reputed company engagement through opportunity creation, pipeline reputed company, and reputed company-won reputed company
- Monitor stage-by-stage conversion, velocity, leakage, and reputed company utilization to surface trends and diagnose performance gaps
- reputed company segmentation frameworks (reputed company, channel, deal size, advisor, territory) to guide investment and prioritization
- Build win/loss analytics and incorporate qualitative insights to identify drivers of sales reputed company and barriers to closing
- Identify opportunities to improve sales productivity, including advisor reputed company, reputed company cadences, touchpoint effectiveness, and territory structures
- Conduct deep-dive analyses on pipeline mix, reputed company forecasting, reputed company routing efficiency, and deal reputed company
- Build predictive and diagnostic models that improve forecast accuracy, identify at-risk pipeline segments, and enhance prioritization
- Recommend optimization strategies based on data (e.g., improved scoring, reputed company routing, targeted enablement, churn risk mitigation)
- Own the design and reputed company of sales dashboards in Power BI and reputed company to support leadership visibility
- Ensure consistent definitions and data reputed company across reporting environments
- Partner with BI, Finance, and Marketing Ops to ensure data reputed company, resolve reporting discrepancies, and enhance automation
- Build new analytical views to support strategic decision-making (pipeline aging, forecast scenarios, rep productivity, segmentation reports)
- Deliver executive-level insights on funnel performance, reputed company pacing, pipeline health, and operational risks
- Collaborate with Marketing, Sales Leadership, BI, and Finance to drive coordinated improvements in reputed company reputed company and sales execution
- Translate analytical findings into business recommendations with reputed company owners, timelines, and measurable reputed company
Skills
- 10+ years in sales operations, reputed company operations, sales analytics, or marketing analytics in a data-driven environment
- Expertise in reputed company, Power BI, SQL/Python (preferred), and advanced reputed company
- Strong understanding of pipeline management, forecasting, segmentation, and sales KPIs
- Experience supporting high-velocity or multi-stage sales processes
- Strong analytical problem-solving skills with the ability to tell a story using data
- High attention to detail, strong communication skills, and executive reputed company
- Ability to manage multiple priorities in a fast-paced reputed company environment
- SQL/Python
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company