Note: The job is a remote job and is open to candidates in USA. TruStage is committed to making a brighter financial future accessible to everyone. The Sales Operations Analyst will serve as a liaison between business stakeholders and technical teams to translate business needs into data, reporting, and analytics solutions that enhance advisor effectiveness and improve operational outcomes.
Responsibilities
- Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives
- Provide business context to support the development of dashboards, metrics, and analytics solutions
- Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations
- Analyze data to support sales performance, forecasting, and growth initiatives
- Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues
- Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability
- Gather, document, and prioritize business and technical requirements across multiple stakeholders
- Translate business needs into clear, actionable technical specifications
- Deliver ad hoc analyses and develop repeatable reporting solutions where applicable
- Build and maintain strong relationships with business leaders and technical partners
- Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities
- Provide reporting and analytical insights to support sales team performance and growth objectives
- Interpret and apply business rules to ensure data integrity and consistency
- Support execution and understanding of operational processes, including programs such as the LPL charge process
- Contribute to cross-functional projects supporting sales and operational initiatives
- Manage the intake and tracking of contract requests
- Support the Business Manager in contract review and redlining processes
- Coordinate communication and workflow between sales teams and legal partners
- Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams
- Partner with external partners and shared services teams to identify root causes and implement solutions
- Identify recurring issues and recommend process or system improvements
- Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience
Skills
- Bachelor's degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
- 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
- Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
- Demonstrated ability to translate business requirements into technical solutions and vice versa
- Experience gathering and prioritizing requirements across multiple stakeholders
- Strong analytical skills with experience interpreting data and validating reporting outputs
- Proven ability to build effective relationships with both business and technical teams
- Ability to manage multiple priorities and drive initiatives from concept through implementation
- Knowledge of financial services, wealth management, broker-dealer operations, and/or financial advisor platforms
- Experience working within a shared services or matrixed environment
- Familiarity with reporting tools and dashboard consumption (e.g., Power BI, Salesforce reporting)
Benefits
- Annual incentive (bonus) plan
- Medical
- Dental
- Vision
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
- Flexible workplace that allows for work-life balance
- Flexibility, including working in a place you prefer
- Hybrid working
Company Overview