Operations Analyst

Operations Analyst

Requirements

• Minimum of 3 years of experience in revenue operations, sales analytics, or a related field.
• Proficiency in Salesforce.com (SFDC) and Tableau is required.
• Strong analytical mindset with experience in sales reporting, forecasting, and business intelligence.
• Experience working with large datasets and conducting data validation for reporting accuracy.
• Strong communication and problem-solving skills to effectively work with cross-functional teams.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

Responsibilities

• Run and maintain daily, weekly, and monthly Operations reports to support all Operations channels.
• Partner with sales and service teams to provide updates on report requests and ad hoc data needs.
• Develop and refine standard reporting packages to ensure consistency and accuracy.
• Identify trends and insights from Operations data to support strategic decision-making and enhance the agent onboarding process.
• Evaluate and monitor agent and entity licensing workflows to identify inefficiencies and opportunities for automation or improvement.
• Collaborate with Operations and Carrier Relations teams to standardize procedures across states and carriers.
• Analyze trends in carrier offerings and flag changes that impact agency operations or sales strategies.
• Collaborate with executives, Franchise Development and Partnerships on strategic office placement.
• Partner with Enterprise Sales and Service on licensing/product profiles for enhanced lead routing.
• Lead the migration of Operations dashboards from legacy tools to Tableau, ensuring an improved and user-friendly visualization experience.
• Continuously optimize and redesign Tableau dashboards to meet evolving business needs.
• Design and build new Tableau reports for all areas of the business including C-Level, VP and Director level, Manager and rep level reporting.
• Ensure data accuracy and integrity in all reporting outputs.
• Work closely with Operations leadership to understand reporting requirements and optimize Operations performance tracking.
• Collaborate with IT and Revenue Operations teams to enhance data structures and automation for reporting efficiencies.
• Identify opportunities for process improvements in data collection, reporting, and visualization.

Preferred Qualifications

No preferred qualifications provided.