Sales Operations Analyst supporting Latin America Life and Health business portfolio. Ensuring smooth operations across reinsurance processes while working collaboratively with various business functions.
About the role
- Sales Operations Analyst at Pariveda managing opportunity pipeline and providing actionable insights. Collaborating with leadership to enhance data-driven decision-making and operational efficiencies.
Responsibilities
- Own the end-to-end opportunity pipeline management process, ensuring CRM data integrity, governance, and adherence to defined standards.
- Monitor and review incoming opportunities, proactively correcting data issues, identifying risks, and engaging appropriate stakeholders to maintain pipeline accuracy.
- Lead recurring pipeline and forecasting cadences, developing and maintaining models that incorporate stage progression, conversion rates, deal velocity, and risk indicators.
- Identify stalled, at-risk, or high-impact opportunities and provide clear, actionable recommendations to leadership to improve progression and forecast reliability.
- Develop and maintain executive-level dashboards and perform deep-dive analyses on win/loss trends, deal slippage, aging, and productivity to surface growth levers and operational bottlenecks.
- Partner cross-functionally with IT, account teams, and staffing to enhance opportunity data capture, reporting, and workflow efficiency, including automation where appropriate.
- Advise and interact directly with CVE leaders, synthesizing data into actionable insights that support informed decision-making.
- Take ownership of your career and personal development with continuous 360-degree feedback and guidance from your mentor and Pariveda’s proprietary Expectations Framework.
Requirements
- 2–4 years of experience in sales operations, revenue operations, pipeline management, or data analytics.
- Experience working within CRM platforms (e.g., Microsoft Dynamics 365) and Microsoft Excel
- Demonstrated ability to build and maintain forecasting models and executive-level dashboards.
- Strong analytical skills with experience interpreting sales metrics such as win rate, pipeline aging, coverage ratios, and conversion rates.
- Ability to identify data inconsistencies and resolve issues that impact forecasting accuracy.
- Innate curiosity to learn, solve problems, think creatively, and adapt to evolving commercial strategies.
- Excellent written and oral communication skills, with the ability to translate data into executive-ready insights.
- Bachelor’s Degree or comparable experience.
- Legally authorized to work for any company in the United States without sponsorship.
Benefits
- Comprehensive medical, dental, and vision insurance for you and your family (medical, dental, vision)
- Employer Health Savings Account (HSA) contribution
- 2% 401(k), vested immediately
- Company ownership through Employee Stock Ownership Plan (ESOP)
- Plenty of Paid Time Off – 4 weeks of vacation time, 10 holidays, 1 floating holiday
- Paid sabbatical after 5 years of service for Principals and above
- Paid parental leave & breast milk shipping costs reimbursed for work travel
- Employee Assistance Program (EAP), health concierge, and financial wellness tool
- Company paid cell phone plan and device stipend
- Life insurance
- Short-Term and Long-Term Disability
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