Sales Operations Analyst Junior

1 day ago

Montréal, Canada Adaptive Financial Consulting Full time

At Adaptive, we are a financial consulting firm that partners with capital, commodity, and digital market participants. We value differentiation through technology. Our experienced teams design and deliver complex front-office technology solutions using our proven accelerators to create long-term competitive advantage.

Our clients include the world's leading investment banks, investment managers, fintechs and capital market service providers. With a global reach with offices in London, New York, Barcelona and Montreal, we have a proven track record delivering powerful, elegant and intuitive trading technology solutions.

We are now looking for a passionate and dynamic Sales Operations Analyst to join our global Adaptive team.

As a Sales Operations Analyst, you will be responsible for supporting all sales operations activities, including documentation for the sales team, sales forecasting, database & lead management and ensuring sales teams appropriately maintain accurate sales activity records.

If you feel like this is you, you might be a perfect fit for this role

**YOU ARE**:
A great team player who is:

- curious
- a Salesforce lover
- analytical, data-driven and detail-oriented

**AS A SALES OPERATIONS ANALYST, YOU WILL**:

- **Be our Salesforce Guru by**:

- Developing and Managing our Salesforce CRM System and Marketing platform ( Hubspot or SalesForce) to ensure it is capable of delivering to the needs of the business - working in conjunction with the CCO, IT, Finance and head of Marketing
- ** Improve processes by**:

- Enhancing and continuously developing all sales processes throughout the sales lifecycle.
- Supporting our CCO and Marketing lead to facilitate regular sales meetings and pipeline reviews to ensure accurate tracking and forecasting to meet revenue goals.
- ** Support our teams by**:

- Developing detailed lead, pipeline and sales forecasting reports and dashboards.
- Reporting and analysing pipeline, sales cycle, historical performance and revenue and revenue-related metrics to assist management in making sound decisions
- Conducting sales training and mentoring on sales-related procedures and consulting with external experts when appropriate.
- Performing sales data analysis and review metrics for ongoing sales performance insights and contributing to sales plans and the Company Business planning process.
- Overseeing lead management through the Marketing & Sales funnel, adding custom fields, creating field dependencies, workflow rules, validation rules and data migration as needed.
- Maintaining database for integrity and accuracy, including cleansing and duplicate record management.

**YOU HAVE**:

- Knowledge of Marketing Automation, Hubspot or Pardot
- Knowledge of Power BI
- Deep understanding of lead management and sales funnel management
- Database management
- Experience identifying and resolving cross-department data discrepancies

**WHY US**:

- To be immersed in high-standard engineering culture. Our fantastic team takes pride in crafting complex technical solutions but also loves sharing their knowledge and helping you grow professionally (we have extraordinary minds at Adaptive, some of us worked at NASA too :) ) You can learn from anyone here, which is the beauty of it
- To take part in the growth and development of a great company
- Our teams feel free to speak up, make suggestions and raise concerns.
- Collaborative team environment: we all work together, respect each other, and pitch in
- Great consideration for work/life balance (highly-flexible, hybrid working model, well-being benefits...) Highly flexible working model. Balance between professional and personal life is massively important to us.
- We work hard to have a positive and collaborative culture and to positively impact our staff and local communities through different well-being, diversity and inclusion programmes.

**WHAT PEOPLE THINK OF US **️

You can check our _Glassdoor_ page :)

**BENEFITS (What we offer in return // what you'll get )**

We create benefits with YOU in mind.
- 23 days of vacations
- 50% of the cost for group insurance which includes health, dental, life insurance and short or long-term disabilities
- up to 5% of your annual salary as a pension plan contribution, if you contribute the same
- 50% of your public transportation monthly pass
- 50% of a gym membership

**THE PROCESS**

Long interview processes are stressful and boring and that is not us. We want to make sure that everything runs smoothly.

So here you will have three stage interviews:
1- A chat with one of our great recruiters.
2- A zoom chat with our CCO and a member of our sales team
3- A zoom chat with a member of our BI team

But don't worry; everything will be explained to you step by step by your recruiter.

**A little tip for you during those stages**:
Collaboration is massively important to us, so don't hesitate to share your thoughts, ask questions, ask for help if needed, etc :)

**Diversity and inclusion

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