Job Description
Job Description
Job Title: Sales Operations Analyst
Department: Operations
Reports to: Business Process Manager
Annual Salary: $40,000 - $55,000
Position Type: Full-Time
Location: In-Person, Coconut Grove, FL
About Us:
Taxfyle is a leading provider of online tax preparation services, transforming the tax filing experience for individuals and businesses. Headquartered in Coconut Grove, FL, we connect users with certified tax professionals through our innovative platform, offering a seamless, efficient, and accurate process. Join our team and be part of shaping the future of tax preparation during the busy tax season.
Summary:
We are a tech startup seeking a proactive Sales Operations Analyst to optimize sales performance, reporting, and operational processes. This role will collaborate closely with sales and operations teams to develop actionable insights, streamline processes, and drive efficiency. The ideal candidate will build advanced reporting, dashboards, and data analysis to support leadership decisions and enhance team performance.
Key Responsibilities:
- Build and maintain reports and dashboards to provide insights into sales and operations performance.
- Optimize sales and operational efficiency through identifying and implementing process improvements.
- Work with leadership and relevant stakeholders to design effective and motivating commissions/incentive plans for sales teams.
- Build relationships with sales and operations leadership to be able to determine reporting needs.
- Develop and present recommendations to senior level Sales & Operations stakeholders.
- Create and distribute ad-hoc reporting and analysis to the sales and operations organizations.
- Participate in transformational projects that drive significant organizational change
Primary Success Measurements:
- Independent execution of recurring responsibilities.
- Comfortable independently creating advanced reports in data visualization systems and Microsoft Excel.
- A firm understanding of Sales and Operations systems and processes and ability to teach others.
- Independently manage assignment/project deadlines and set proper expectations on timelines and capacity with stakeholders.
- Comfortable engaging with and influencing stakeholders across the business.
Education and Experience
- 2-4 years of related professional experience preferred, ideally in a sales/operations or analyst role.
- Strong problem-solving and analytical skills with excellent attention to detail.
- Intermediate to advanced Microsoft Excel and Hubspot (Customer Relationship Management tool) reporting skills or beginner abilities with a strong desire to learn and demonstrated ability to quickly teach oneself.
- Experience identifying insights from complex data sets, proposing solutions based on findings, and implementing recommendations.
- B2C and B2B sales experience preferred.
- Accounting/Finance industry experience preferred.
- Resourceful - able to independently find answers and solutions.
- Ability to manage and prioritize multiple tasks.
- Ability to prioritize and operate with a sense of urgency
- Strong verbal and written communication skills.
- Organized, detail-oriented, and able to multi-task.
- Ability to work collaboratively with multiple stakeholders.
Note: This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and qualifications may evolve or change over time to meet the organization’s needs.
Working Hours
- Ability to work Monday – Friday 9am – 6pm EST
Benefits
- Health, dental, vision
- 401(k)
- Paid Time Off
- Paid Holidays
How to Apply:
Please submit your resume and a cover letter detailing your experience and how you can contribute to our team's success. Include specific examples of how you have conducted high volume prospecting calls to drive the business.
No Third Party Agencies or Submissions Will Be Accepted.
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
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