Sales Operations Analyst

Location : Chicago Hybrid

About Halo :

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago with employees worldwide were on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.

Named by Fast Company among Top 10 Most Innovative FinTech Companies Halo is the first independent multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries wealth managers and RIAs access to structured notes annuities and other protective investment solutions.

At Halo weve balanced growth with a strong company culture to create a uniquely motivated dynamic and proactive team where we value collaboration communication and passion!

About the Role :

Halo is seeking a detail-oriented and analytical individual to serve as the Sales Operations this role you will be responsible for improving core sales processes driving operational efficiency and providing data-driven insights to leadership. The ideal candidate has experience with Customer Relationship Management (CRM systems such as Salesforce) and AI tools and will improve processes to ensure the sales organization is operating at maximum productivity.

Key Responsibilities :

• Responsible for day-to-day sales operations including data management process execution analysis and reporting.
• Using sales performance data will identify trends opportunities for improvement and potential risks in the sales pipeline and execution model.
• Develop manage and distribute accurate sales reports and dashboards to track key metrics (e.g. pipeline health conversion rates cycle time).
• Manage and maintain Halos CRM system (Salesforce) ensuring data integrity hygiene and accurate representation of the sales pipeline.
• Collaborate with Finance to provide data for sales forecasting inputs to support financial planning and budgeting processes.
• Administer and refine sales supporting functions such as quota setting and territory alignment.
• Collaborate with the sales team leaders to document and refine sales processes to help improve workflow and overall sales team productivity.

Key Qualifications :

Benefits and Compensation :

This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.

Halo values diversity and inclusion and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color sex sexual orientation national origin disability status protected veteran status or any other characteristics protected by federal state or local laws regulations or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process please contact us at :

Required Experience :

IC

Key Skills

Sales Experience,Microsoft Access,Power BI,Pivot tables,Analysis Skills,Microsoft Powerpoint,Retail Link,Salesforce,Microsoft Excel,Sales Analysis,CRM Software,Data Analysis Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 60000 - 75000