Sales Operations Analyst at Keystone Agency Partners supporting sales performance through data analysis and reporting. Collaborates with sales leadership to enhance operational efficiency and insights.
Responsibilities
Develop and maintain advanced Excel models for sales performance tracking, forecasting, and KPI reporting
Build and manage dashboards in Power BI to visualize sales trends and performance metrics for leadership and agency partners
Analyze large datasets to identify patterns, opportunities, and areas for improvement in sales processes
Partner with VPSE to design and implement data-driven strategies that improve sales effectiveness and operational efficiency
Explore and support automation initiatives, including leveraging AI tools or building AI agents to streamline reporting and workflows
Assist in onboarding new sales personnel onto our sales tools and ensure accurate data capture for reporting purposes
Prepare presentations and reports for senior leadership, providing clear insights and recommendations based on data analysis
Support ad hoc projects related to sales operations and enablement as assigned by VPSE.
Requirements
Bachelor’s degree in Business, Finance, Data Analytics, or related field
2+ years of experience in sales operations, business analytics, or a similar role
Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, macros)
Preferred Qualifications:
Experience with Power BI or similar data visualization tools
Familiarity with AI tools or basic experience in building AI-driven workflows
Insurance industry experience is a plus
Strong analytical and problem-solving skills with attention to detail
Ability to influence and collaborate effectively across virtual teams
Excellent communication skills for presenting data-driven insights to non-technical stakeholders
Sales Process Knowledge: Understanding of lead management, pipeline stages, and revenue forecasting
Project Management: Ability to manage multiple initiatives, prioritize tasks, and meet deadlines
Change Management: Experience implementing new tools or processes and driving adoption across teams
Financial Acumen: Comfort with revenue metrics, commission structures, and profitability analysis.
Benefits
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
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