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Sales Operations Specialist/Data Analyst at Advizr Inc. (New York, NY)

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 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. 


  • 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


  • 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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