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About the role
As a Sales Strategy & Operations Data Analyst within the AMER Velocity organization (supporting Commercial and SMB business segments), you will act as a trusted analytical partner to Sales Leadership. In this role, you will elevate sales analytics, standardize executive reporting, and build scalable revenue models. Operating at the intersection of business strategy and data engineering, you will execute the weekly/monthly operational cadence, optimize territory design and quota allocation, and convert complex sales funnel datasets into actionable business insights.
Key Responsibilities
- Operating Cadence Execution: Manage standard operational rhythms (weekly sales forecasting calls, monthly business reviews, and quarterly business reviews) for the AMER Velocity segment.
- Sales Funnel & Business Insights: Analyze sales funnel dynamics, conversion rates, and performance metrics—delivering strategic recommendations directly to Sales Leadership to drive revenue growth.
- Strategy & Annual Planning: Build predictive data models to support annual planning cycles—including resource allocation, territory optimization, segment quota setting, and capacity planning.
- Program & Process Management: Independently develop and execute operational project plans, managing segment-wide operational programs such as sales territory distribution and account assignments.
- Scalable BI & Tooling: Design, build, and maintain automated dashboards, spreadsheet models, and self-service reporting tools for daily operational tracking across cross-functional teams.
- Data Usability & Accessibility: Identify systemic data quality issues within CRM and reporting infrastructure, collaborating with technical development teams to streamline data accessibility.
Requirements
Analytics, B2B Operations & Technical Depth
- Work Experience: 3 to 5 years of experience in B2B sales strategy and operations, business analytics, data science, management consulting, investment banking, or commercial operations.
- Database & Technical Skills: Intermediate to advanced proficiency in SQL paired with expert-level modeling skills in Google Sheets or Microsoft Excel.
- CRM Ecosystems: Hands-on experience working with Salesforce (SFDC) or comparable enterprise CRM platforms.
- Large Dataset Analytics: Demonstrated capability to query, clean, and model large, imperfect datasets to solve unstructured commercial problems.
- Communication & Stakeholder Management: Proven ability to translate complex technical concepts and data findings into clear, pragmatic recommendations for non-technical stakeholders and executive leaders.
- Problem-Solving Mindset: User-first, hands-on orientation with a strong bias for action and driving measurable operational outcomes at the ground level.
Preferred Qualifications
- Proficiency with modern BI visualization software (e.g., Tableau, Looker, Power BI).
- Demonstrated interest in incorporating AI productivity tools and automated scripts into analytical and data reporting workflows.
Total Rewards & Benefits
- Global Impact: Unique opportunity to shape commercial growth strategies for one of the world's leading fintech platforms.
- Competitive Compensation: Market-competitive base salary, equity compensation, and performance-based incentive opportunities.
- Health & Wellness: Comprehensive healthcare, dental, and vision coverage alongside mental health stipends and wellness programs.
- Career Acceleration: Continuous learning stipends, hands-on cross-functional mentorship, and clear promotion pathways within Sales Operations and Strategy.

Source: Employer Career Pages · THE BRIEFED never charges candidates.
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