Senior Sales Operations Analyst

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. We offer leading-edge financial solutions and personalized concierge service to high-earning professionals and businesses. As a Sales Operations Analyst, you will leverage data to drive strategic initiatives enhancing sales productivity. You will lead analyses, create sales strategies, identify market potential, and support GTM planning. The ideal candidate possesses strong analytical skills, experience with data analysis tools, and a proven track record of success in a fast-paced environment. BHG Financial values work/life balance and offers various benefits, including medical coverage, PTO, wellness weekends, a 401k plan, training opportunities, and quarterly award ceremonies.

Requirements

• 4+ years in an analytical role such as Sales Strategy, Consulting, Banking, or Private Equity
• B.S. in a quantitative discipline (e.g. Statistics, Math, Finance, Engineering, Sciences)
• Advanced MS Excel skills required; preferred experience with Databricks, SQL/R
• Excellent quantitative analysis skills, creativity in problem-solving, and a keen business sense
• Extensive track record of building high-quality and complex models and presentations
• Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
• Excellent interpersonal, written, and oral communication skills
• Proven track record of succeeding in a complex and fast-moving environment
• Ability to conduct sophisticated and creative analysis, yet translate those results to easily digestible messages, communications, and presentations
• Flexibility and ability to adjust on the fly to new demands; a sense of urgency and prioritization
• Exceptional problem solving and critical thinking skills: demonstrated ability to structure complex problems and propose innovative solutions

Responsibilities

• Lead/conduct analyses of business performance delivering insights & recommendations
• Create and propose sales performance strategies
• Identify untapped market potential; design and implement sales plans to capture it
• Work with large data sets and the technical tools needed to work with them
• Support extensive GTM planning process and strategic initiatives through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and more
• Structure and drive key strategic initiatives focused on improving business performance
• Drive towards simple, scalable data-driven solutions to difficult problems

Preferred Qualifications

Preferred MS/MBA and/or CFA or progression towards designation

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program