Sales Strategy & Operations, Senior Analyst

Summary

Join Human Interest, a high-growth fintech company revolutionizing the retirement industry, as a Sales Strategy and Ops Manager. Collaborate closely with sales leadership to forecast sales, analyze performance, and optimize territory planning. Drive cross-functional strategic projects, focusing on problem-solving and measuring impact. Perform ongoing business performance analysis to support daily operations and manage bulk data uploads for various initiatives. Coordinate with team members to improve sales systems and processes. This role requires strong analytical and communication skills, experience with Salesforce, and a collaborative mindset focused on revenue optimization. Human Interest offers a robust benefits package, including a 401(k) plan, health insurance, paid time off, and various wellness programs.

Requirements

• 5+ years of experience in sales strategy, sales operations, or revenue operations
• Strong knowledge of Salesforce reporting and best practices
• Experience in sales forecasting, Salesforce reporting and analysis, and executive communication/data synthesizing
• Excellent cross-functional communication, organization, and prioritization skills
• Highly detail-oriented, with exceptional creative problem-solving abilities
• Ability to work in an organized, efficient manner in a fast-paced environment with changing requirements
• Collaborative, strategic mindset with a focus on revenue optimization
• Must be located in either Pacific or Mountain time zone

Responsibilities

• Collaborate closely with Sales leadership on weekly sales forecast outputs, identifying over/under-performing channels and supporting territory planning
• Drive analyses, frame business problems, and communicate actionable insights with a bias towards execution
• Lead cross-functional strategic projects, including structuring problems, implementing solutions, and measuring impact
• Perform ongoing analysis of business performance to support daily operations
• Manage bulk uploads for campaign management, task management, and recycled lead initiatives
• Coordinate with StratOps teammates to improve sales organization systems and processes

Preferred Qualifications

Startup and SaaS background

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie