A market leader in financial service advice to tech companies and investors - they possess the most valuable dataset in venture capital. Through analytics and Sales Ops they are a data driven org that works with clients to maximize decision making.
In this role, you will partner closely with the Business Development team and specifically to work on a collaborative and cross-functional team and to empower our sales originators. You will shape the way we work, through operational cadence, go-to-market initiatives and reporting and enhance the success of every sales originator by empowering their decision making with data, analytics, and insights.
This position offers the opportunity to join a team of talented Sales Operations professionals, and to collaborate with sales, operations, product, marketing, legal and finance to translate go-to-market strategies into operations that sustain and accelerate growth.
Managing the process of identifying and tiering the best prospects and aiding in lead generation
Supporting prospect calls and meetings by preparing sales originators with appropriate research on financials and market trends
Preparing regularly occurring reports on business and industry performance to track strategic objectives
Training sales originators on CRM and reporting tools to drive analysis of pipelines, sales and activities
Collaborating with Sales, Sales Technology, and Sales Enablement teams to document, communicate, and enforce policies and processes
Automating and improving scalable processes, tools, and dashboards to drive operational and business efficiency
Assisting with maintenance and accuracy of company data within SVB's data warehouse, CRM system and other repositories
Assisting with ad hoc business analytics requests to support sales originators
3 years of experience with a focus on data and analytics
Aptitude for framing business questions in analytic terms and translating business requirements into useful datasets and analyses with actionable insights
Experience using and developing reports, metrics, and dashboards with data analytics, data visualization, and presentation tools (e.g., Excel, PowerPoint, SQL, Tableau)
Client service oriented and able to partner with individuals at all levels
Effective, clear, and concise communication skills, verbal and written
Some experience within the innovation economy is preferred