Sales Operations Analyst

Summary

Join Kiavi, a leading private lender for real estate investors, as a Sales Operations Analyst. You will provide comprehensive support to the sales team, ensuring data integrity and process efficiency. Responsibilities include managing daily operations, optimizing tasks, automating processes, and creating reports. You will act as the primary point of contact for Salesforce support and assist with new tool implementation. The ideal candidate possesses a Bachelor's degree, 1+ years of Sales Operations experience, and strong analytical and communication skills. Kiavi offers competitive compensation, benefits including medical, dental, vision, HSA contributions, disability and life insurance, flexible time off, paid parental leave, and a 401k match.

Requirements

• Bachelor’s degree
• 1+ years experience in a Sales Operations capacity
• Experience using Salesforce
• Highly detail oriented
• Excellent verbal and written communication skills
• Ability to manage time effectively across multiple work streams, and juggle multiple projects
• Strong analytical skills, thrives in a data rich environment
• Experience collaborating effectively with business stakeholders, sales reps, and cross functional teams
• Able to create thorough documentation of work

Responsibilities

• Serve as the primary point of contact for Salesforce and Ops Console user support, addressing and resolving questions from the sales team
• Own daily, weekly and monthly "Run the Business" operations, such as lead/account assignment, data integrity updates, email triaging, and report building
• Identify areas for improvement, optimize current tasks, and automate manual processes to enhance efficiency. We are always looking to reduce manual work
• Act as the first line of defense for production support bugs and feature feedback, filing Jira tickets on behalf of the sales team and escalating as needed
• Maintain comprehensive documentation for all sales processes and Run the Business tasks
• Actively learn about the "build" side of SalesOps, assisting with field creation, Flows, page layouts, and list views when possible
• Assist in new sales tool setup, training, rollout, onboarding, and adoption monitoring
• Create and maintain standardized reports and dashboards to monitor pipeline health, data integrity, and key performance indicators in Salesforce
• Support the hygiene and administration of Salesforce through routine data clean-ups and report notifications
• Execute quarterly projects aimed at elevating sales team efficiency and efficacy
• Assist in building out Salesforce tools for the New Construction team

Benefits

• Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost
• Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents
• Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary
• Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation
• Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager
• Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers
• 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $6,000 (whichever is less). All employer contributions are immediately vested