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Deal Operations & Sales Strategy Analyst

Posted 4 months agoViewed

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💎 Seniority level: Middle, 4+ years

📍 Location: UK

🔍 Industry: Technology and data for investment professionals

🏢 Company: Addepar👥 501-1000💰 $166,262,336 Series F almost 4 years ago🫂 Last layoff about 2 years agoFinancial ServicesSaaSFinTechSoftware

🗣️ Languages: English

⏳ Experience: 4+ years

🪄 Skills: Data AnalysisSalesforceCross-functional collaborationProcess improvement

Requirements:
  • Bachelor’s Degree or equivalent experience in a quantitative subject area (e.g., Statistics, Math, Finance, Engineering, Sciences).
  • 4+ years in a deal operations, sales operations, or revenue operations role.
  • Hands-on experience with Salesforce and sales reporting tools.
  • Strong quantitative skills for analyzing large datasets and providing actionable insights.
  • Proficiency in Excel/Google Sheets and familiarity with BI tools like Looker.
  • Understanding of operational excellence and motivation to optimize sales processes.
  • Experience with Salesforce, CPQ systems, and related tools.
  • Ability to thrive in a cross-functional environment and influence stakeholders.
  • Excellent written and verbal communication skills.
Responsibilities:
  • Manage key aspects of the sales cycle, including deal flow, pricing, and approvals.
  • Analyze sales pipeline data and key performance metrics.
  • Identify bottlenecks and inefficiencies in the sales cycle and implement improvements.
  • Work closely with sales, finance, legal, and product teams for alignment.
  • Maintain accurate data across systems, ensuring tools like Salesforce are up-to-date.
  • Build strong relationships with internal stakeholders and guide them through the deal process.
  • Create process documentation and train sales teams on best practices.
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