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Sales Operations Lead
Texas Capital. Coordinate with Frontline businesses and Data Analytics team on the development and maintenance of sales dashboards, KPI reporting, and performance tracking tools .
About the role
Key responsibilities & impact- Coordinate with Frontline businesses and Data Analytics team on the development and maintenance of sales dashboards, KPI reporting, and performance tracking tools
- Analyze sales data and performance metrics to deliver actionable insights, support forecasting, and inform strategic decision-making
- Support the implementation, administration, and optimization of CRM platforms and sales technologies
- Support the design, documentation, and continuous improvement of sales processes, workflows, and operational practices
- Partner with Sales, Marketing, Operations, and other cross-functional teams to drive alignment and ensure seamless execution of business initiatives
- Provide training, guidance, and enablement resources to help sales teams leverage systems, tools, and best practices
- Develop and maintain sales collateral, presentations, training materials, and other sales-readiness resources
- Coordinate and support sales programs, campaigns, and initiatives aligned with business objectives and sales strategies
- Identify process improvement opportunities through data analysis, stakeholder feedback, and industry best practices; assist with implementing solutions and measuring results
- Provide operational and administrative support, including meeting coordination, documentation management, and project tracking
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, MIS or a related field
- 5+ years of experience in sales operations or a related role within the financial services industry, preferably banking, with exposure to both B2B and B2C environments
- Proficiency in data analysis and reporting tools; experience with Power BI and CRM systems (Salesforce) is a plus
- Ability to work independently and influence decision-making through data-driven insights
- Strong attention to detail and the ability to handle and analyze complex data sets
- Excellent organizational skills with the ability to manage multiple tasks and priorities
- Strong interpersonal and communication skills to collaborate effectively across teams
- Analytical mindset with the ability to draw insights from data and recommend improvements
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio)
- Eagerness to learn, adapt, and contribute to a collaborative team environment
Benefits
Comp & perks- Health insurance coverage
- Wellness program
- Fertility and family building aids
- Life and disability insurance
- Retirement savings plans with a generous 401K match
- Paid leave programs
- Paid holidays
- Paid time off (PTO)