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Sales Operations Analyst

his is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $65,000 - $82,000

Guidant Financial posts multiple job locations as a fully remote company operating out of 15 states. We kindly ask applicants to apply for one position to ensure a smooth process and avoid receiving multiple notifications

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.

Connection: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Become a part of the innovative and dynamic Guidant Financial team as a remote Sales Operations Specialist! In this vital and influential position, you will be instrumental in enhancing our sales operations by carefully managing data and generating insightful reports in Salesforce, which are crucial for making informed decisions. Furthermore, you will take the lead in training our team on various process improvements, ensuring everyone is well-prepared to utilize best practices for optimal efficiency. Your duties will also include providing essential support for a range of operational tasks, aiding in the overall success and seamless operation of our sales activities. Achieving success in this role involves possessing in-depth knowledge and ownership of sales data and tools that enhance our work processes.

What You’ll Be Doing

  • Evaluate, monitor, and communicate key sales metrics and insights that will empower leadership to develop effective sales strategies.
  • Develop, maintain, and improve Salesforce dashboards, reports, and data visualizations to highlight performance metrics.
  • Identify opportunities for sales training and manage weekly training schedules.
  • Collaborate with cross-functional teams to design and implement Salesforce reporting solutions that meet various stakeholder needs.
  • Ensure data integrity within Salesforce by conducting audits and rectifying any discrepancies.
  • Manage and optimize the data structures, hierarchies, and user permissions within the sales software ecosystem to align with the organization’s workflows.
  • Support sales forecasting and strategic planning by providing accurate and timely data-driven insights.
  • Train and assist end-users in utilizing Salesforce reporting tools and adopting best practices for effective data management.
  • Perform administrative responsibilities, including training coordination, workflow management, tool implementation, communication, and scheduling.
  • Understand, update, and maintain the Salesforce architecture, tools, fields, and overall framework.
  • Manage incentive programs
  • Review and analyze all contracts and supplemental sales materials
  • Performs other duties as required

  • We are in search of candidates who possess 3 to 5 years of experience in sales operations or a related business area.
  • At least 3 years of experience with customer relationship management (CRM) systems is required, with a strong preference for those familiar with Salesforce.
  • Proficiency in databases and spreadsheet applications is essential.
  • We prioritize exceptional attention to detail.
  • We are looking for individuals who are critical thinkers and adept problem solvers.
  • The ability to collaborate effectively with various departments to propel initiatives forward is necessary.
  • Exceptional communication skills are required.
  • Candidates should excel in a self-directed environment as independent workers.
  • We promote the establishment of an inclusive workplace where everyone feels a sense of belonging, encouraging all employees to share their ideas, ask questions, and receive recognition.

Other Requirements

  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications
  • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
  • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past four years, more than 20% of our organization has been promoted into new and exciting roles!
  • Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
  • Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
  • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
  • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $65,000 - $82,000

Guidant posts multiple job locations as a fully remote company operating out of 15 states. We kindly ask applicants to apply for one position to ensure a smooth process and avoid receiving multiple notifications

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CEO of Guidant Financial
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David Nilssen
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Average salary estimate

$73500 / YEARLY (est.)
min
max
$65000K
$82000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sales Operations Analyst, Guidant Financial

Join Guidant Financial as a Sales Operations Analyst and become a pivotal part of a remote team that’s passionate about empowering entrepreneurs! In this dynamic role, you'll be diving into the world of sales operations, utilizing your expertise to enhance our sales processes. The position is fully remote and offers you the flexibility to work from home. Your key responsibilities will include managing and analyzing sales data within Salesforce, which plays a crucial role in guiding our leadership in crafting effective sales strategies. You will develop insightful dashboards and reports while supporting the training of our team to adopt sales best practices. Your ability to monitor key metrics will not only aid in decision-making but also contribute to the successes of many small businesses seeking substantial funding. We are looking for someone with a keen eye for detail and a knack for problem-solving to ensure our data integrity and help drive impactful sales operations. With a competitive salary range of $65,000 - $82,000, plus amazing benefits, including flexible working arrangements, this is an incredible opportunity to contribute to our mission. Join us in paving the way for entrepreneurs across the country and making a lasting impact on their journeys!

Frequently Asked Questions (FAQs) for Sales Operations Analyst Role at Guidant Financial
What are the main responsibilities of the Sales Operations Analyst at Guidant Financial?

As a Sales Operations Analyst at Guidant Financial, your primary responsibilities will include managing Salesforce data, developing insightful reports and dashboards, and providing sales training and support. You will evaluate key sales metrics which will help leadership in shaping effective sales strategies.

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What qualifications do I need to apply for the Sales Operations Analyst position at Guidant Financial?

Candidates for the Sales Operations Analyst role at Guidant Financial should have 3 to 5 years of experience in sales operations or a related field, with at least 3 years of experience working with CRM systems, preferably Salesforce. Strong attention to detail, critical thinking skills, and the ability to collaborate across teams are essential.

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How does the Sales Operations Analyst contribute to the success of Guidant Financial?

The Sales Operations Analyst contributes significantly to Guidant Financial's success by managing sales data, ensuring its accuracy, and generating reports that inform strategic decisions. Your insights will empower the team to optimize sales processes and ultimately enhance the funding solutions we provide to entrepreneurs.

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What tools and technologies will a Sales Operations Analyst use at Guidant Financial?

As a Sales Operations Analyst at Guidant Financial, you will primarily work within Salesforce for managing data and generating reports. You may also work with various databases and spreadsheet applications, as these tools are essential for data analysis and visualization in your role.

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What kind of work environment can I expect as a remote Sales Operations Analyst at Guidant Financial?

At Guidant Financial, you can expect a supportive and inclusive remote work environment where your contributions are valued. The company emphasizes employee voices, provides ample training and development opportunities, and fosters a culture of connection and collaboration, even from a distance.

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Common Interview Questions for Sales Operations Analyst
Can you explain your experience with Salesforce as it relates to the Sales Operations Analyst role?

In your answer, highlight specific tasks you've accomplished using Salesforce, such as creating reports and managing dashboards. Discuss how your proficiency with the platform has enhanced your sales analysis and supported decision-making.

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How do you ensure data accuracy and integrity in your analyses?

Share your systematic approach to data validation, including regular audits and checks you perform. Emphasize your attention to detail and any tools or methods you use to ensure the data is reliable.

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Describe a time when you identified a process improvement within sales operations.

Offer a specific example where you discovered inefficiencies or data discrepancies. Explain the steps you took to address the issue and the positive outcomes that resulted from your actions.

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How do you prioritize tasks when managing multiple projects as a Sales Operations Analyst?

Discuss your strategies for prioritization, such as using task management tools or techniques like the Eisenhower Matrix. Mention how you assess urgency and importance when handling competing deadlines.

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What metrics do you consider most important for evaluating sales performance?

Share your insights on the key performance indicators you focus on, such as conversion rates, sales velocity, and customer acquisition costs, and explain why these metrics matter to the sales operations process.

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Can you give an example of how you've trained team members on sales processes?

Provide a detailed account of a training session you led. Include your approach to making the information digestible and engaging, and how you measured the effectiveness of the training.

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What steps would you take to update a Salesforce dashboard based on new sales objectives?

Outline the process you would follow, from gathering requirements from stakeholders, modifying existing dashboards, to testing and ensuring the new metrics align with business goals.

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How do you handle discrepancies found in sales data?

Explain your method for identifying the source of discrepancies, implementing corrective measures, and communicating issues to relevant team members for resolution.

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What role do you think communication plays in sales operations?

Discuss how effective communication ensures alignment across departments. Share examples of how you've facilitated communication to optimize sales processes and improve collaboration.

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How do you stay updated on industry trends and best practices relevant to sales operations?

Mention specific resources you engage with, like industry publications, webinars, or networking groups, highlighting how staying informed enhances your performance as a Sales Operations Analyst.

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Our vision is "to increase the number of people who succeed in small business."Core ValuesPassion: Support the dreamersAdaptability: Embrace and drive changeCommunity: Lift each other upExcellence: Get better every dayDiversity: Empower equity and...

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Full-time, remote
DATE POSTED
April 5, 2025

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