Sales Operations Analyst

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $69k - $100.2k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📊 Sales Operations

🚫👨‍🎓 No degree required

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MeridianLink

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1998

💳 Fintech

🏦 Banking

☁️ SaaS

💰 $485M Post-IPO Debt on 2021-11

Fintech • Banking • SaaS

MeridianLink is a leading provider of SaaS solutions for financial institutions, specializing in loan origination systems and digital transformation technologies. Their end-to-end platform enhances digital experiences through integration with mortgage LOS, deposit account opening solutions, and more. MeridianLink's cloud-based systems improve efficiency in loan processing and collections, data-driven decision-making, and account management. The company collaborates with partners to expand market reach and drive growth in the fintech industry. With over 25 years of experience, MeridianLink is dedicated to supporting banks, credit unions, and other financial service providers through technology and business intelligence.

📋 Description

• Produce recurring bookings, pipeline, and forecast reporting for sales leadership and the executive team • Support the monthly sales reporting package and improve the close cycle • Build and maintain Salesforce reports and dashboards for weekly sales reviews and forecasting • Develop win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption • Analyze pipeline and performance trends to identify risks and opportunities • Identify and resolve inconsistencies in reported data before distribution • Deliver ad hoc analysis for sales, finance, and executive stakeholders • Provide day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams • Maintain data hygiene and accuracy across opportunity, account, and pipeline records • Validate booking values and deal data • Reconcile reported bookings with Finance systems of record • Document opportunity data flow and identify data-quality breakdowns • Support Salesforce enhancements, testing, and user enablement • Move reporting from manual spreadsheets into Salesforce and modern BI tools • Build scalable, repeatable reporting processes • Support reporting and analytics for strategic go-to-market initiatives

🎯 Requirements

• 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role • Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling • Hands-on Salesforce experience building reports and dashboards and managing data quality • Strong analytical mindset and ability to communicate findings clearly • Ability to own recurring reporting processes with multiple stakeholders and firm deadlines • Excellent written and verbal communication, including presenting findings to senior leadership • High attention to detail and personal standard for data accuracy • Experience with Sigma, Tableau, Power BI, or Looker (preferred) • SQL or data querying skills (preferred) • Working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings (preferred) • Experience supporting a sales forecasting process (preferred) • Exposure to territory design, quota setting, or go-to-market planning (preferred) • Experience in a high-growth SaaS or technology environment (preferred) • Must be legally authorized to work in the United States; sponsorship may be required now or in the future

🏖️ Benefits

• Insurance coverage (medical, dental, vision, life, and disability) • Flexible paid time off • Paid holidays • 401(k) plan with company match • Remote work