Sales Operations Analyst

Job not on LinkedIn

September 28

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Logo of Hometap

Hometap

Finance • Fintech • Real Estate

Hometap is a financial services company that provides homeowners with access to their home equity without the need to sell or take on traditional debt. Through their home equity investments, Hometap allows homeowners to achieve financial goals while retaining ownership of their property. This innovative approach offers financial flexibility, enabling users to fund various personal and business expenses, including debt repayment, education, and home improvements, without the stress of monthly payments or accumulating debt.

51 - 200 employees

Founded 2017

💸 Finance

💳 Fintech

🏠 Real Estate

💰 Venture Round on 2021-12

📋 Description

• Administer and maintain key sales tools (e.g., CaptivateIQ, Salesforce, Calendly, Dialpad), including user provisioning and spotting opportunities for process improvements and automation • Dig into performance data to help shape sales targets and support compensation plan design, partnering across cross-functional teams and drawing from historical trends • Help manage commission tools and monthly payouts across multiple teams, ensuring accuracy and reconciliation across systems • Keep sales process documentation for workflows up-to-date and airtight • Resolve user questions and feedback in Sales Operations cases related to systems, processes, and procedures, ensuring clear conclusions and meeting SLA targets • Perform ad hoc data analysis, tackle unexpected issues, and work backwards to solve problems • Monitor and troubleshoot routing processes and dashboards, propose efficiency enhancements • Ensure essential Sales and Operations dashboards are updated and rolled over monthly and accessible to stakeholders • First 90 days deliverables: conduct monthly audit of Sales Operations Cases and automate at least three manual processes; summarize monthly sales results with improvement feedback; deliver two routing optimization solutions; propose two onboarding/offboarding provisioning updates

🎯 Requirements

• A minimum of 2 years of experience within a sales operations or similar role • Hands-on experience with compensation, plan development, and target settings • Hands-on experience with implementing or administering Salesforce and other sales technology • Strong analytical, problem-solving, communication, and project management skills • A curious, hands-on, and hard-working mentality • Ability to work under pressure and prioritize multiple projects simultaneously from start to finish • Intermediate to advanced Excel or Google Sheets skills (Pivot Tables, VLOOKUP, advanced visualizations) • Salesforce Administrator Certification (bonus) • Experience using CaptivateIQ or a similar compensation tool (bonus) • Experience working for a startup and/or consumer finance company (bonus)

🏖️ Benefits

• competitive compensation • healthcare coverage • unlimited PTO • a generous share package • strong culture with team-building and camaraderie

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