Sales Operations Analyst

Role Overview

The Sales Operations Analyst role is a fully onsite position in our Houston office, 5 days a week. As part of the Operations Department, this role partners closely with Sales and cross-functional teams to optimize sales operations, ensure data accuracy, improve CRM processes, and generate business insights.

What You Will Do

Review account closure requests, recommend retention opportunities, process account closures, and prepare monthly account closure and retention reports. Clean, consolidate, and maintain lead databases; distribute qualified leads, monitor lead conversion, and provide insights to improve lead quality and allocation.

Why It Might Be a Fit

You want to work at a minority owned Fintech company that empowers small to medium-sized businesses. You are passionate to serve and support our local community and their growth. You are given one month on-the-job paid training.

Requirements

• Must be authorized to work in the US at the time of hire
• Bilingual proficiency in Mandarin-Chinese is required
• Bachelor’s degree in Business Analytics, Data Analytics, or a related field is required
• No minimum experience required but 1-2 years of analytics experience is a plus
• Excellent communication skills, detail-oriented, and analytical abilities
• Proficiency in Excel/Google Sheets and familiarity with Python/SQL for data analysis, reporting, and data management is required
• Previous experience in data analysis, CRM systems, or market/industry research is preferred

Benefits

• medical, vision, and dental coverage
• generous PTO
• 401k
• periodic performance review for potential salary increase