Sales Operations Analyst

Broadridge

(New Hyde Park, New York)
Full Time
Job Posting Details
About Broadridge

Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. They help drive operational excellence to manage risk, accelerate growth and deliver real business value.

Summary

Broadridge is hiring! We are seeking a Sales Operations Analyst to work in our San Diego office. In this role you will be responsible for performance reporting, analytical data modeling and insight, targeting and alignments, as well as assisting in CRM development and integration. In addition you will actively collaborate with leadership in Sales and Sales Operations.

Responsibilities
  • Lead management and tracking
  • Sales forecasting
  • Data analysis
  • Reporting
  • Support sales management
  • Systems and process improvements
  • Participation in a migration to SalesForce
Ideal Candidate
  • Bachelor’s degree in Finance or a related field of study
  • 5 years of relevant experience
  • Strong experience in Microsoft Excel and Access
  • Ability to communicate and work effectively with technology areas, business partners and sourced groups
  • Excellent communication, oral and written skills
  • Critical and analytical thinker
  • Salesforce.com administration
  • Ability to conduct precise execution

Questions

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New Hyde Park, New York
Skills Desired
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  • Data Analysis
  • Data Modeling
  • Microsoft Access
  • Microsoft Excel
  • SalesForce
  • Systems
  • CRM
  • Sales Management
  • Sales Operations
  • Lead Management

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