Sales Operations Analyst, Territory & Pipeline Management

Position Overview

As the Sales Operations Analyst (Territory & Pipeline Management), you will play a pivotal role in optimizing our GTM territory management to drive revenue by partnering closely with GTM Leadership and Field Team members. Your responsibilities include reporting and analyzing field activity, performance, resource allocation, and delivering visibility and insights across our field organization. You will drive process and tooling enhancements by gathering requirements from the GTM Team and translating them into workflow process design and tooling transformation within both 3P and proprietary systems. If you are resourceful, collaborative, and demonstrate a strong ownership mentality with a passion for cutting through pipeline noise to enable focus on key deals and relationships, this role is for you.

Key Responsibilities

• Territory / Pipeline Analysis:
  • Implement and manage best in class territory management practices
  • Continuously analyze GTM performance across all revenue levers
  • Engage directly with revenue and insurance leadership to drive internal change
  • Provide weekly, monthly, and quarterly analysis to maximize field output and process efficiencies
  • Own delivery, support, and analysis of sales action plans with GTM leaders and field members
• Reporting and Analytics Skills:
  • Develop and maintain reports and dashboards for operational performance, sales pipeline management, competitive intelligence, and KPIs
  • Utilize KPI and leading indicator analysis to identify trends and areas of improvement and present findings to leadership
  • Design performance dashboards showcasing key activity and KPI metrics for the entire organization
• Business Intelligence & Process Optimization:
  • Present individual, zonal, and macro level trends to senior GTM leadership
  • Leverage trends to drive process, technical, and workflow improvements across the GTM organization
  • Partner with cross-functional stakeholders to identify and prioritize tooling enhancements

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• 2+ years of experience in sales operations or a similar role within the financial services sector
• Expertise in data analysis and experience with BI tools like Looker or Tableau; CRM systems such as Salesforce (FSC and/or CRMA), and analytics tools such as GSuite and Excel
• Experience partnering with technical Product and Engineering teams to drive field efficiency
• Exceptional problem-solving, analytical, communication, and presentation skills
• Ability to work independently and manage multiple projects simultaneously

Preferred Qualifications

• Experience in the commercial insurance and/or cybersecurity industries
• Background in Data Science, Coding, and/or experience as a Tooling Admin
• MBA

Compensation

Our compensation reflects the cost of labor across several US geographic markets. The US base salary for this position ranges from $85,000/year in our lowest geographic market up to $120,000/year in our highest geographic market. Consistent with applicable laws, an employee's pay within this range is based on factors including relevant education, skills, job-related knowledge, qualifications, work experience, credentials, and geographic location. Your recruiter can share more on target salary for your location during the interview process. Coalition, Inc. reserves the right to modify this range as needed.

Benefits & Perks

• 100% medical, dental and vision coverage
• Flexible PTO policy
• Annual home office stipend and WeWork access
• Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)
• Competitive compensation and opportunity for advancement