About the role

  • Build and maintain recurring sales performance reports and dashboards.
  • Analyze trends in sales data to identify insights and opportunities for improvement.
  • Present findings and recommendations to leadership.
  • Develop PowerPoint presentations and partner materials for real estate networks and bank roadshows.
  • Support the preparation of sales toolkits and product update communications.
  • Coordinate feedback loops between field sales and head office.
  • Support the management of the sales incentive process, including eligibility and payout tracking.
  • Assist with CRM enhancements, automation initiatives, and system configuration requests.
  • Maintain standard operating procedures and ensure compliance with policies.
  • Participate in national sales projects and new product rollouts.
  • Collaborate with Product and Marketing on initiatives that support field sales growth.

Requirements

  • Matric required; relevant tertiary qualification advantageous.
  • 3–5 years’ experience in a similar Sales Operations or Sales Analyst role.
  • Financial services experience (preferably mortgage origination, banking, or insurance) advantageous.
  • Advanced analytical and reporting skills (Excel, Power BI, or similar).
  • Strong presentation design and storytelling skills (PowerPoint).
  • Project management and process improvement capability.
  • Financial acumen, including budgeting, forecasting, and incentive modeling.
  • Excellent communication and interpersonal skills.

Job title

Sales Operations Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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