Sales Operations Associate

Yieldstreet - Dallas, TX

Full-time - Entry Level

Hybrid - Dallas, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Yieldstreet is building a world class go-to-market sales and marketing organization and is hiring a Sales Operations Analyst to help support this growing business unit. You will work closely with our Senior Revenue & Sales Operations Manager, our Senior Sales Enablement Analyst, and our Salesforce Administrator as we scale the Private Client Group and Investor Relations teams alongside our Product and Lifecycle Marketing Functions. As a Sales Operations Analyst, you will play a critical role in driving the efficiency and effectiveness of our Growth organization. You will work closely with stakeholders to analyze data, develop insights, and implement strategies that support firm objectives. This role is ideal for someone who enjoys working with data, has strong analytical skills, and is eager to contribute to the success of a fast growing sales organization. Key responsibilities of the Sales Operations Analyst range from Data Analysis, Tech Stack Ownership and Administration (Salesforce, Groove, Zoominfo), Compensation Plan Management, Headcount Planning, and general Sales Strategy and Support.

Responsibilities

• Data analysis and enhancement: Analyze large data sets for Sales stakeholders and partner with the Data Team to optimize Sales team time and drive revenue.
• CRM Maintenance: Create new Salesforce visualizations, maintain Salesforce infrastructure and data integrity, and suggest areas for optimal UX.
• KPI Tracking: Create and maintain sales performance dashboards and reports, tracking key performance indicators and metrics.
• Performance Review Reporting: Support quarterly compensation plan calculation and performance reviews by synthesizing activity and outcome related data.
• Process Documentation: Document and maintain sales processes, procedures, and best practices.
• Sales Tools and Technology: Support the implementation and maintenance of sales enablement tools and systems.

Requirements

• Bachelor's degree
• 2-3+ years of relevant experience in sales operations, revenue operations or as a business analyst
• 2-3+ years experience with Salesforce CRM
• Advanced skills in Google Sheets or Excel
• Familiarity with sales concepts and metrics
• Understanding of basic financial principles and terminology
• Excellent organization and follow up skills
• Ability to thrive in a dynamic and fast paced startup environment
• Intellectual curiosity and a willingness to learn

Nice-to-haves

• Salesforce Admin Certification
• Knowledge of private markets
• Prior experience in sales
• Experience with Looker, Groove, AskNicely and/or Intercom
• Experience with a range of data visualization tools

Benefits

• Competitive compensation packages including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k Match
• Paid lunch once a week
• Commuter benefit
• Life insurance
• Sabbatical
• Summer Fridays