Sales Operations Analyst, Territory & Pipeline Management

Summary

Join Coalition as a Sales Operations Analyst and play a key role in optimizing our GTM territory management to drive revenue. Partner with GTM Leadership and Field Team members to analyze field activity, performance, and resource allocation. You will develop reports and dashboards providing insights into operational performance and sales pipeline management. This role requires strong data analysis skills, experience with BI tools, and excellent communication abilities. You will work independently and manage multiple projects simultaneously, driving process and tooling enhancements. Coalition offers competitive compensation and benefits, including comprehensive health coverage, flexible PTO, and a home office stipend.

Requirements

• Bachelor's degree in Business, Finance, or a related field
• 2+ years of experience in sales operations or a similar role within the financial services sector
• Strong expertise in data analysis, with experience using BI tools like Looker or Tableau
• CRM systems such as Salesforce (FSC and/or CRMA), and analytics tools such as GSuite, and Excel
• Experience partnering with technical Product and Engineering teams to drive field efficiency
• Exceptional problem-solving and analytical skills
• Excellent communication and presentation skills
• Ability to work independently and manage multiple projects simultaneously

Responsibilities

• Implement and manage best in class territory management practices
• Continuously analyze GTM performance across all revenue levers
• Engage directly with revenue and insurance leadership to drive internal change
• Provide weekly, monthly, and quarterly analysis to all levels of the GTM organization to maximize field output and process efficiencies
• Own delivery, ongoing support, and analysis of sales action plans with GTM leaders and Field members
• Develop and maintain reports and dashboards that provide insights into operational performance, sales pipeline management, competitive intelligence, and key performance indicators (KPIs)
• Leverage KPI and leading indicator analysis to identify trends, areas of improvement, and present findings to leadership that inform solution design and operational implementation
• Develop performance dashboards that showcase key activity and KPI metrics reviewable by the entire organization, and used to provide insights to drive success across the GTM organization and externally
• Present individual, zonal, and macro level trends to senior GTM leadership on continuous cadence
• Leverage identified trends to drive process, technical, and workflow improvements across GTM org
• Partner with XFN department stakeholders to identify and prioritize tooling enhancements to derive insights and drive revenue

Preferred Qualifications

• Commercial insurance and/or cybersecurity industries experience
• Data Science, Coding, and/or Tooling Admin experience
• MBA

Benefits

• 100% medical, dental and vision coverage
• Flexible PTO policy
• Annual home office stipend and WeWork access
• Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)!
• Competitive compensation and opportunity for advancement