🛠 Tech Stack

💼 About This Role

You'll build and maintain the reporting, analytics, and operational infrastructure that powers day-to-day execution and leadership decision-making for a high-growth fintech company. You'll enable better decisions through sales dashboards and pipeline analysis, and play a key role in scaling the sales organization.

🎯 What You'll Do

• Build and maintain sales reporting, dashboards, and analytics.
• Analyze pipeline health, deal velocity, and stage conversion.
• Support weekly and monthly forecasting with data-driven insights.
• Monitor and improve CRM data quality in Salesforce.

📋 Requirements

• 2-5 years in Sales Operations, Revenue Operations, or similar roles.
• Strong experience with Salesforce reporting, dashboards, and data structures.
• Advanced Excel/Google Sheets skills; comfort with large datasets.
• Experience with sales or revenue analytics (pipeline, forecasting, productivity).

✨ Nice to Have

• Experience with custodians, advisor-facing platforms, or asset management.
• Experience with BI tools (Looker, Tableau, Mode).
• Experience using LLMs and AI agents (Glean preferred).

🎁 Benefits & Perks

• 🏖️ Hybrid work schedule with stunning offices in Culver City, SF, and Dallas.
• 💰 Competitive pay and equity for eligible positions.
• 🏥 Premium healthcare, dental, and vision insurance (HMO and PPO).
• 📈 401k with 4% match and immediate vesting.
• 👶 16-week paid parental leave after one year.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min