Sales Operations Analyst

SS&C • Jacksonville, FL

2d • 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 serve approximately 20,000 financial services and healthcare organizations globally. The Revenue Operations Analyst role is based in Jacksonville, FL. SS&C offers a unique environment where employees can work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. The role involves optimizing and supporting business-critical platforms, contributing to analytics and insights, and driving operational excellence.

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
• vision coverage
• a 401(k) plan with company match
• paid time off
• holidays
• parental leave
• professional development reimbursement opportunity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed