Job Information
Vertafore Sr. Revenue Operations Analyst in US, United States
$80,000 - $110,000 / year
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
We are seeking a curious and knowledge hungry Senior Revenue Operations Analyst to enable sales and marketing success through data driven decisions and insights.
The Senior Revenue Operations Analyst will leverage Power BI and Salesforce.com expertise to provide actionable insights and analytics to drive business decisions. This role requires a deep understanding of Salesforce data structures and the ability to create complex reports and dashboards that inform sales strategy and performance.
Additionally, excellent verbal communication skills, the ability to communicate complex analytical topics in a clean & simple way to multiple stakeholders and senior leadership, and strong interpersonal skills are required to perform the role.
Core Requirements and Responsibilities:
Responsibilities will include but not limited to:
Design and develop advanced Power BI visualizations and dashboards that integrate seamlessly with Salesforce.com data.
Manage and optimize the data flow between Salesforce and other business intelligence tools.
Analyze sales data to identify trends, forecast performance, and provide recommendations to senior leadership.
Lead the development and implementation of BI policies, standards, and procedures.
Collaborate with cross-functional teams to ensure data accuracy and consistency across platforms.
Provide mentorship and guidance to junior analysts on BI tools and techniques.
Serve as primary strategic planning resource for managers in sales on all analytics needs and participate in regular meetings with managers to discuss sales trends and make recommendations on sales priorities.
Gather, consolidate, and analyze large data sets to provide deep insights and understanding of the sales and marketing segments using historical, current and predictive metrics to identify trends, assess progress toward strategic goals, and forecast budget attainment.
Assist in defining key business metrics and producing comprehensive weekly reporting package including forecast, pipeline analysis, sales productivity assessment, and marketing effectiveness.
Communicate analytical insights to a variety of stakeholders across multiple channels (e.g. in person, email, videoconference, and executive presentations) and explain factors that result in variance to target over time.
Work with sales managers to increase forecast accuracy and improve pipeline integrity.
Own the evaluation, creation, and maintenance of sales territories to support bookings growth and success across the sales organization.
Assist the Manger of Revenue Operations Analytics in defining and prioritizing the analytics roadmap, including systems development, collection and maintenance of underlying data sources and process evolution to support current and future reporting needs.
Develop and document best practices that align data quality and analytics with sales strategies and company initiatives and collaborate with sales operations and technical teams to implement critical improvements to processes and systems.
Complete deliverables on time and mistake free without managerial oversight.
Develop and maintain a collaborative working relationship with sales and marketing leadership, the CMO and his/her managers, and other support teams.
Assist in other facets of sales and marketing planning, inclusive of quota-setting, headcount analysis, business planning, budget analysis, and analysis across business units.
Knowledge, Skills and Abilities:
Strong quantitative, analytical and problem-solving skills including problem identification, analysis, action planning, and execution.
Comfortable aggregating and working with large data sets from multiple sources.
Exceptionally strong Excel and PowerPoint skills.
Energetic, forward-thinking, and creative individual with high ethical standards and initiative.
Strong communication and relationship building skills with the ability to interpret and summarize data to aid management in achieving strategic and operations goals.
Ability to work in fast pace and high-growth environment with tight deadlines and shifting priorities, and be willing to “roll-up your sleeves” to drive organizational change.
Qualifications
Bachelor’s degree in Business Administration, Finance, Analytics, Computer Science, or related field preferred, or equivalent experience
5-7 years of experience in business intelligence or data analysis, with a focus on sales data.
Experience delivering strategic output from analytics team.
Expertise in Power BI, including DAX, Power Query, and data modeling.
Strong understanding of Salesforce.com architecture, data models, and API.
Proficiency in SQL and experience with data warehousing solutions.
Excellent analytical, problem-solving, and project management skills.
Additional Requirements and Details:
Travel required up to 10% of the time.
Ability to work remote with a stable internet connection on an as needed basis
Located and working from an office location (when required)
Occasional lifting and/or moving up to 10 pounds.
Frequent repetitive hand and arm movements required to operate a computer.
Specific vision abilities required by this job include close vision (working on a computer, etc.).
Frequent sitting and/or standing.
THE VERTAFORE STORY
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
The Vertafore Way
Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.
· Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.
· Win Together: We work together as one team, showing empathy and respect along the way.
· Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.
· Say It, Do It: We honor every one of our commitments because integrity is important to us.
· Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.
· We Love Insurance: We appreciate the impact insurance has on the world.
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.