Hybrid Sales Operations & Analytics Manager

at Cnect

• Job title: Sales Operations & Analytics Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $90,000 - $135,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Tableau
• Location requirements: Hybrid, Dallas, United States

About the role

• Advisory Sales Operations & Analytics Manager at Cetera Financial Group focusing on sales processes and analytics to drive revenue growth and strategic decisions.

Responsibilities

• Develop a strong understanding of key performance indicators and revenue drivers.
• Build and maintain dashboards, reports, and analytics in Salesforce, Tableau, ThoughtSpot, Excel, Airtable, etc.
• Partner with cross-functional teams and executive leadership to ensure data integrity and process compliance.
• Develop forecasting models, pipeline analysis, and performance metrics to support leadership decisions.
• Support GTM planning, territory design, and quota setting with data-driven insights.
• Analyze and synthesize sales data, feedback from the field, and market trends into actionable insights and recommendations.
• Become a subject matter expert on current tools and technologies.
• Manage Salesforce enhancements impacting the Advisory business, including updating fields, building campaigns, workflows, reporting, and automation for GTM processes and salesperson efficiency/effectiveness; this may include a mix of directly making changes within business-side permission levels and representing the Advisory business in developing requirements with tech teams and/or other stakeholders.
• Collaborate with Advisory sales personnel and stakeholders to influence the adoption of Salesforce.
• Drive continuous improvement initiatives by identifying bottlenecks and recommending solutions.
• Collaborate with the Director and team to execute standard change-management procedures across Advisory Experience. Own day-to-day tactical communications (e.g., Advisory newsletter) and support knowledge management for Advisory Experience team.
• Maintain library of content such as training, sales collateral, and scripting as well as both executive and front-line facing presentation materials. Facilitate regular updates to content via collaboration with cross-functional SME partners.
• Manage on-time delivery of projects with multiple stakeholders.
• Assist leadership as needed on other business management initiatives.

Requirements

• Curiosity more than anything else; hunger to learn and grow
• Value diversity in any sense of the word
• Attention to details, details, details
• Talent in bringing “method to madness”
• Demonstrated success in building, scaling, and/or implementing new things to enable sales
• Change agent
• Enjoy collaboration and learning
• Ability to describe your unique value and ideas for helping this new team’s mission
• Advanced proficiency in Excel (pivot tables, complex formulas, modeling)
• Experience with BI tools (Tableau, ThoughtSpot, Power BI) for visualization and insights
• Strong Salesforce expertise (basic updates, campaigns, reporting, dashboards, process automation)
• Ability to translate data into actionable insights and communicate effectively with stakeholders, including executives
• Comfortable working through ambiguity and driving clarity in evolving business environments.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.