Sales Operations Analyst

HALO INVESTING INC • Chicago, IL

38d • $60,000 - $75,000 • Hybrid

About The Position

Halo is seeking a detail-oriented and analytical individual to serve as the Sales Operations Analyst. In this role, you will be responsible for improving core sales processes, driving operational efficiency, and providing data-driven insights to leadership. The ideal candidate has experience with Customer Relationship Management (CRM systems such as Salesforce) and AI tools and will improve processes to ensure the sales organization is operating at maximum productivity.

Requirements

• Bachelor’s degree in Business, Finance, or quantitative field.
• 2+ years of experience in Sales, Operations or a highly analytical business function.
• Practical experience with Salesforce CRM administration and reporting, including dashboard creation and process automation.
• Familiarity with AI tools and applications
• Strong analytical and quantitative skills; able to translate complex data into clear, actionable insights and business recommendations.
• Proficiency with data analysis tools (e.g., advanced Excel, SQL, Tableau, Power BI).
• Experience administering elements of sales infrastructure, such as sales compensation, quota modeling, or territory planning.
• Excellent communication and collaboration skills, with the ability to present detailed analysis clearly and concisely to internal stakeholders.

Responsibilities

• Responsible for day-to-day sales operations, including data management, process execution, analysis and reporting.
• Using sales performance data, will identify trends, opportunities for improvement, and potential risks in the sales pipeline and execution model.
• Develop, manage, and distribute accurate sales reports and dashboards to track key metrics (e.g., pipeline health, conversion rates, cycle time).
• Manage and maintain Halo’s CRM system (Salesforce), ensuring data integrity, hygiene, and accurate representation of the sales pipeline.
• Collaborate with Finance to provide data for sales forecasting inputs to support financial planning and budgeting processes.
• Administer and refine sales supporting functions such as quota setting and territory alignment.
• Collaborate with the sales team leaders to document and refine sales processes to help improve workflow and overall sales team productivity.

Benefits

• Competitive compensation, including a base salary of $60,000-$75,000
• Work with a great team in an exciting work environment
• Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
• Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
• Flexible PTO policy
• 401k program to help build wealth for the future
• Paid parental leave to bond with your new addition
• Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees