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Affordable, full-service 401(k) plans for SMBs.
Sales Activation Operations & Insights Analyst
Location
United States
Posted
142 days ago
Salary
$70K - $80K / year
Seniority
Senior
Job Description
Sales Activation Operations & Insights Analyst
Human Interest
• Evaluate existing onboarding processes to identify inefficiencies, develop comprehensive improvement plans, and execute changes to optimize workflows. • Analyze onboarding data and insights to identify trends, bottlenecks, and areas for process improvement, providing data-driven recommendations to stakeholders for informed decision-making. • Collaborate cross-functionally with various departments (including Sales, Customer Success, and Engineering) to build, improve, and optimize systems and tools utilized by the onboarding team. • Contribute to strategic initiatives aimed at boosting revenue growth, aligning with overall company objectives. • Create, and track all onboarding targets, ensuring alignment with organizational goals while providing regular updates on progress. • Work with Customer Onboarding teams to troubleshoot issues to ensure there are no delays in the onboarding process. • Ensure our product meets customer and partner expectations by executing quality assurance testing as needed. • Manage case and project load effectively, and follow up with internal stakeholders as required. • Monitor onboarding procedures & reporting, maintain problem logs, and report issues to managers and product developers. • Assist Onboarding Operations Manager by planning, tracking, documenting, and reporting quality levels, as well as coordinating any further functions relating to the operations of onboarding. • Assist in building out tools and tracking to help construct/change processes and procedures that enables the onboarding team to successfully monitor and manage workloads efficiently.
Job Requirements
- 3+ years of experience working in business operations or sales operations
- Excellent organizational, project, and time management skills. Can juggle multiple tasks with varying deadlines and stakeholders effectively
- Excellent verbal and written communication skills
- The ability to maintain standards for reliability and performance of production
- Strong problem-solving and analytical skills
- Critical/Logical Thinking
- Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
- Experience working with various collaborative systems such as Salesforce, Tableau, Google and Smartsheet.
- A self-starting attitude and desire for learning new programs and systems and widening your knowledge base about the retirement industry and our product
- Experience working in a fast-paced, high-growth software company where change is a constant.
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.
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