Sales Operations Analyst

SS&C Technologies•Jacksonville, FL

8d•$60,000 - $70,000•Onsite

About The Position

SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with over 27,000 employees in 35 countries. They support 20,000 financial services and healthcare organizations with expertise, scale, and technology. The company combines proprietary technology with deep industry expertise to support complex financial and health care operations, designing, implementing, and operating solutions that help clients manage data, automate processes, and scale their businesses. This role offers the opportunity to work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Requirements

Experience managing or supporting platforms such as Salesforce, sales automation platforms, marketing automation, sales collateral tools.
Strong analytical skills, including experience building and maintaining dashboards and reporting and analyzing data with Excel.
Ability to train and support users across systems and tools.
Demonstrate strong communication and stakeholder management skills.
Capacity to switch between project-based and operational modes of work when clear deadlines arise.

Nice To Haves

Experience in wealth management, financial services, or fintech environments.
Familiarity with Salesforce, Power BI, Snowflake, Black Diamond.

Responsibilities

Optimize and support business-critical platforms including Salesforce, Sales Engagement, Highspot, AdvizorPro, servicePath CPQ, Consensus.
Manage system configurations, user groups, and permissions to ensure secure and efficient usage.
Triage and own requests, vet requirements, conduct business analysis with stakeholders, and execute.
Document for and train internal users as needed.
Contribute to dashboards and data gathering processes to track key performance indicators (KPIs).
Provide actionable insights to stakeholders to support decision-making and operational improvements.
Monitor adoption, usage trends, and effectiveness of tools and processes.
Consistently provide updates and prioritize critical items as part of the team.
Identify and implement improvements to streamline workflows and reduce friction across teams.
Maintain documentation and ensure consistent communication of updates and enhancements.
Balance project-based initiatives with ongoing operational support and system ownership.
Manage multiple priorities across tool optimization, user enablement, and transformation efforts.
Work cross-functionally with Marketing, Sales, SDR, Operations, & Client Experience teams.
Build strong relationships with stakeholders to understand needs and drive adoption.