About The Position

Sellers Dorsey is seeking a new Senior Operations Analyst whose primary focus will be on supporting client servicing operations. This role is critical to ensuring efficient business processes, accurate reporting, and effective data management related to contracted client engagements. This role will be heavily based in the firm’s ERP (NetSuite) and CRM (HubSpot), including reporting support, hours and revenue input and maintenance, data transfer, and data management. This role directly impacts Sellers Dorsey’s ability to effectively provide exceptional services to clients while meeting established financial performance targets. As the Senior Operations Analys, you will also ensure the integrity of business data that is critical to the firm’s internal and external data analysis and reporting. You will engage in coordination with internal departments—such as client servicing teams, legal, and finance and conduct ad hoc data and operations analysis to support various internal business areas. This role will require superior critical thinking and analytical skills as well as exceptional attention to detail.

Requirements

  • Bachelor’s degree in business or a related field required. MBA preferred.
  • 5+ years professional work experience in operations planning, modeling, analysis, and metrics for professional services.
  • Outstanding analytical skills, mathematical skills, quantitative modeling skills and business analytics understanding/skills.
  • High-level proficiency with analytical systems/tools e.g., Excel and other Microsoft Office 365 tools (Word, PowerPoint, etc.).
  • Proficiency in ERP and CRM tools.
  • Ability to act independently, with limited oversight, on tasks and deliverables as needed.
  • Ability to work well with others in teams and build relationships with staff throughout the firm, at multiple levels.
  • Exceptional written, oral, and graphical presentation/communication skills.
  • Ability to multi-task, managing multiple, complex projects at once.
  • Detail-oriented with excellent organizational skills.
  • Ability to meet deadlines and manage time appropriately.
  • Flexibility to take on a wide range of projects.

Nice To Haves

  • Experience in healthcare industry preferred.
  • Desired proficiency with data visualization tools, preferably PowerBI.

Responsibilities

  • Weekly and monthly NetSuite hours reporting support. Generates, reviews, and distributes reports, validates data and ensures data accuracy.
  • Cyclical (monthly or quarterly) hours and revenue review with project teams. Gathers data, validates with project teams, conducts meetings to forecast future hours and revenue, and flags issues. Owns the data transfer to NetSuite or finance spreadsheets.
  • NetSuite/CRM data entry. Assists with the validation and input of data into NetSuite for project and client records.
  • Coordination with internal departments to manage data and processes. This includes interacting with cross-functional client servicing and corporate teams.
  • CRM Support. Supports the launch, implementation, and ongoing maintenance of an enhanced CRM.
  • Ad hoc operations analysis to support internal business areas. This includes supporting the launch, implementation, and ongoing maintenance of business unit Objectives and Key Results (OKRs).
  • Other projects and duties as assigned.

Benefits

  • The anticipated salary range for candidates is $79,200/year in our lowest geographic market range to up to $100,000/year in our highest geographic market range.
  • The successful candidate will also be eligible to participate in our annual Corporate Incentive Plan (CIP) that can range to up to 7% of annual salary.
  • Provided they meet all eligibility requirements under the applicable plan documents, the successful candidate (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, and vision and for insurance plans offering short-term disability, long term disability, and basic life.
  • Employees are also able to enroll in Sellers Dorsey’s 401k plan provided they meet plan requirements.
  • Sellers Dorsey offers a Flexible Time Off that allows employees to use what they need.
  • Additionally, we offer 10 paid holidays throughout the calendar year, paid time off for qualifying medical leave, and up to 12 weeks of combined paid parental and bonding leave.
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