Senior Sales Operations Analyst

SS&C Technologies
CA, US
Full-time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.

Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries.

Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Senior Sales Operations Analyst

Location : New York City or San Francisco Hybrid

Get To Know The Team :

As the Senior Client Success Operations Analyst, you will help the Client Success Team (CSM) maximize their key performance indicators through analytics, reporting & workflow optimization.

You will be the partner of client success managers and directors helping drive pro-active client insight and predictive indicators for client retention, engagement, and expansion.

You are the trusted advisor of the CSM management team and will make supporting recommendations on ways to improve productivity and scale of the business.

Why You Will Love It Here!

  • Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future : 401k Matching Program, Professional Development Reimbursement
  • Work / Life Balance : Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing : Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion : Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training : Hands-On, Team-Customized, including SS&C University
  • Extra Perks : Discounts on fitness clubs, travel and more!

What You Will Get To Do :

  • Own and execute timely, accurate, and insightful reports and analysis to CSMs and CSM leaders
  • Help CSMs and CSM management prepare reporting tools and data for internal and client facing QBRs.
  • Analyze business needs, provide data and make recommendations to support CSMs, CSM management, and internal stakeholders when needed.
  • Analyze issues and weakness in client engagements and operations process; make recommendation to improve the processes to drive productivity and efficiency.
  • Assist with key client engagement and business planning activities during budgeting cycle
  • Collaborate with Commission, Finance, IT and Business Technology and other divisions / departments to get tasks done and build cross functional relationship

What You Will Bring :

  • 4+ years of sales operations experience
  • Sales or CSM operations experience in a software organization
  • Expert MS Office skills, particularly MS Excel
  • Gainsight experience preferred
  • Experience digesting and articulating complex and accurate data to sales leaders within the organization
  • Preferably experience using Salesforce, Snowflake and Power BI.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com / careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

27 days ago
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