What are the responsibilities and job description for the Sales Operations Analyst I position at Allvue Systems?

Overview :

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. Were looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether youre collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team thats revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Responsibilities :

Collect, consolidate, and analyze sales data to support decision-making. Identify trends, patterns, and areas for improvement in the sales process.
Develop regular reports on sales metrics, including pipeline growth, quota attainment, and forecast accuracy. Prepare ad-hoc analyses as required by sales leadership.
Provide support to the sales team by managing the CRM system, ensuring data accuracy, and improving processes for efficiency.
Assist in evaluating new sales technology and tools to determine their potential impact on sales productivity. Support the implementation and integration of these tools into the sales process.
Identify and recommend operational improvements, enhancements, and system customizations that meet business needs. Streamline processes to support agile sales operations.
Work with cross-functional teams, including finance, marketing, and product, to ensure alignment and to provide insights from a sales perspective.
Assist in the creation and delivery of training sessions for sales personnel on process changes, new systems, or tools.
Support the sales planning process through territory management, quota setting, and resource optimization.
Work with the Sales Operations Manager to ensure sales incentives and compensations are structured to align with company goals and sales team motivation.
Participate in researching and analyzing market trends and competitor behavior to inform sales strategies.

Qualifications :

Collect, consolidate, and analyze sales data to support decision-making. Identify trends, patterns, and areas for improvement in the sales process.

Develop regular reports on sales metrics, including pipeline growth, quota attainment, and forecast accuracy. Prepare ad-hoc analyses as required by sales leadership.

Provide support to the sales team by managing the CRM system, ensuring data accuracy, and improving processes for efficiency.

Assist in evaluating new sales technology and tools to determine their potential impact on sales productivity. Support the implementation and integration of these tools into the sales process.

Identify and recommend operational improvements, enhancements, and system customizations that meet business needs. Streamline processes to support agile sales operations.

Work with cross-functional teams, including finance, marketing, and product, to ensure alignment and to provide insights from a sales perspective.

Assist in the creation and delivery of training sessions for sales personnel on process changes, new systems, or tools.

Support the sales planning process through territory management, quota setting, and resource optimization.

Work with the Sales Operations Manager to ensure sales incentives and compensations are structured to align with company goals and sales team motivation.

Participate in researching and analyzing market trends and competitor behavior to inform sales strategies.

Education / Certifications :

A bachelor's degree in Business, Finance, Economics, or a related field; an MBA or an advanced degree is beneficial.

2-4 years of experience sales operations, business analysis, or a similar data-driven role within a sales environment.

Proficiency with CRM tools (e.g., Salesforce), Microsoft Excel, and other data visualization tools. Knowledge of SQL and data warehousing concepts is a plus.

Strong analytical skills with the ability to create complex models and actionable insights.

Excellent communication and interpersonal skills, capable of explaining complex data concepts in clear and concise terms to a non-technical audience.

Detail-oriented with strong organizational skills to manage multiple projects simultaneously.

Proactive problem-solving attitude and the ability to work under pressure.

Ability to thrive in a rapidly changing environment and to learn and adapt to new tools and techniques.

What We Offer :

Health Coverage options along with other voluntary benefits

Enterprise Udemy membership with access to thousands of personal and professional development courses

401K with Company match up to 4% or Employee Pension plan

Competitive pay and year-end bonus potential

Flexible PTO

Charitable Donation matching, along with Volunteer and Voting PTO

Numerous team building activities to promote collaboration in a fun and fast-paced work environment

The target compensation for this role is specific to the U.S. Your estimated compensation will be based upon a variety of factors, including but not limited to your skills, experience, education, licensures and / or certifications, and the local market. The estimated range for the role is $64,000 to $80,000.

EEOC Statement :

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we dont just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.

Job Summary :

A Sales Operations Analyst plays a critical role in enhancing the productivity and effectiveness of the sales organization at Allvue. The analyst is responsible for the collection, analysis, and reporting of sales-related data in an ongoing effort to increase overall sales productivity. The Sales Operations Analyst will create both standardized and custom reports, conduct quantitative product and sales analysis, provide support for sales team activities, and assist in the management of the sales support tools and infrastructure.

Salary : $64,000 - $80,000

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