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SmartAsset · 1 day ago

Sales Operations Analyst

United States

Full-time

Remote

Entry, Mid Level

$58K/yr - $84K/yr

1+ years exp

SmartAsset is an online destination for consumer-focused financial information and advice. They are seeking a talented Operations Analyst to provide operational support for the Sales organization, run analyses for informed decision-making, and ensure data fidelity across the sales tech stack.

FinanceFinancial ServicesFinTechMarketplacePersonal FinanceWealth Management

Responsibilities

Provide day-to-day operational support for the Sales organization to ensure a frictionless sales motion

Run ad hoc and recurring analyses to help the leadership team make informed decisions

Resolve sales stakeholder requests with a high level of quality and accuracy in a timely manner

Partake in operationalizing strategic initiatives in support of the broader Strategy & Operations team

Serve as a steward of data fidelity and data hygiene across our sales tech stack

Support GTM functions including account assignments, sales promotions, customer activations, etc

Qualification

Sales OperationsData AnalysisSalesforce CRMGoogle WorkspaceSQLTableauSCRUM PrinciplesData VisualizationBusiness Analytics

Required

Comfortable running analyses in spreadsheets - know how and when to use lookups, pivots, sums/counts/ifs

1-3 years of experience in sales, marketing, or revenue operations

Familiarity with Salesforce CRM - know how to navigate salesforce and modify basic reports and dashboards

Ability to navigate and find/access resources in a remote work environment

Have an innate curiosity to carry out deep dives into the business to find areas for optimization

Intermediate knowledge of Google Workspace services (Docs, Sheets, Slides, Drive, Mail, Cal, etc)

Preferred

Basic knowledge of SQL and Tableau

Familiarity with SCRUM principles, know how to work tickets in JIRA

Storytelling via data visualization, knowing how to use specific visuals to best convey business insights

Working knowledge of finance and business analytics concepts

Benefits

Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.

Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.

Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.

Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.

Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.

Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)