Sales Operations Analyst
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. We support 20,000 financial services and healthcare organizations globally. As a Revenue Operations Analyst, you will optimize and support business-critical platforms, contribute to dashboards and data gathering for KPIs, provide actionable insights, and identify improvements to streamline workflows. You will balance project-based initiatives with ongoing operational support and system ownership, managing multiple priorities across tool optimization, user enablement, and transformation efforts. This role involves cross-functional collaboration with Marketing, Sales, SDR, Operations, & Client Experience teams, building strong relationships to understand needs and drive adoption.
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
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
