Sales Operations Specialist/Data Analyst (Sales/Finance/Marketing)
About Advizr
Advizr is a VC backed fintech company with the following investors: Franklin Templeton Investments (lead), SEI Investments, IA Capital and Western & Southern Life Insurance. Advizr is digitizing the process to create financial plans with sleek technology that is already enabling financial institutions to deliver a higher quality of advice to their clients and participants. The Advizr WorkPlace Program was recognized by The WealthManagement.com Industry Awards, for Best 401K Retirement Plan Support:Technology in 2018. We are an experienced team of CFPs and industry executives who understand this space and are determined to make a difference. We also have some of the best NYC, “nextgen” talent coding all day long.
Job Description
We are currently seeking a highly motivated and innovative individual to take on the role of Sales Operations Specialist (Sales/Finance/Marketing). The ideal candidate has worked with fast-paced, rapidly growing organizations and a broad spectrum of sales metrics, processes and tools. A deep understanding and work experience in Hubspot, Salesforce or enterprise CRM Sales, Marketing, Service) is essential. This is also a technical role that requires analytical aptitude, intellectual curiosity, and the ability to communicate results effectively. The role will be based in our NYC office.
Responsibilities
- Ensure data reconciliation between CRM, payment and Advizr Core Platform, which includes design exception reporting, data entry protocols, and user/roles restrictions
- Manage all systems, tools and reporting related to Advizr’s inside and enterprise sales processes with Hubspot as our central hub
- Ensure the sales team is confident in the use of the tools and applications available to them
- Analyze business requirements for reporting needs and translate into technical requirements (needs to derive from finance, sales, marketing and product)
- Simplify, standardize, and sanitize tables and data
- Control data definitions in systems, maintain schemas
- Ability to document, articulate, and train stakeholders on data/field technicians
- Develop and manage SOP’s around data input and maintenance, ensuring “clean” practices with proactive and reactive controls
- Define technical requirements for ETL
- Build reports that can be run repeatedly, with quality data results and minimal maintenance
- Maintain up-to-date knowledge on market and industry trends
Required Skills/Qualifications:
- Bachelor’s Degree in Computer Science or related field
- 3-5 years of experience with data manipulation
- Strong SQL skills
- Systems: HubSpot, AWS (Athena, Lambda), Stripe, SaaSOptics, Amplitude, Python
- Excellent project management and organizational skills
- Must be conversationally fluent within the domain of financial technology
- Very detail oriented, highly analytical, problem solver
- Extraordinary judgement and composure in high-pressure situations
- Positive mindset
- Self-motivated with a sense of urgency in executing and delivering
- Start-up mentality- not afraid to roll up sleeves
- Comfortable working in an environment with rapidly changing priorities
Benefits:
- Exciting, welcoming, and challenging work environment. We’re located in the center of the fintech revolution, so expect to become a part of that! You’ll be an integral part of a highly talented and incredibly smart team working to create the next big fintech platform.
- Your wellbeing is important to us – that’s why we offer competitive salaries and benefits:
- Company Equity
- Group health insurance
- Optional dental, vision, life, and disability (short and long term) insurance
- Flexible spending account
- 401(k) Plan
- Generous vacation policy
- Discretionary bonuses
- Weekly Happy Hours
- Advizr is an equal opportunity employer.
***Advizr is an equal opportunity employer.
***We do not sponsor Visas.
***Relocation is not offered.
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