Jr Sales Operations Analyst

About iBusiness Funding

iBusiness Funding is a leader in providing innovative Software as a Service (SaaS) solutions for banks and lenders, with a specialization in SBA lending. We build scalable lending platforms that streamline the business lending process, allowing lenders to efficiently deliver capital to small and medium-sized businesses.

To date, we’ve processed over $7 billion in SBA loans and handle more than 1,000 business loan applications daily. Our team is driven by our core values of innovation, integrity, enjoyment, and family.

As a top five SBA 7(a) preferred lender, our parent company offers SBA express and small loan capabilities. Join us and be part of a team that’s transforming the finance industry and empowering businesses to thrive!

Position Description: 

We are looking for a Junior Sales Operations Analyst to join our growing team. You will play a big role in supporting the Sales, Partnerships and Operations organizations with analytical insights, data reporting, and process optimization. A successful candidate will possess the analytical thinking skills necessary to analyze and synthesize information to uncover and understand issues in the sales funnel and the communication skills needed to make recommendations and take action to improve processes, collaborating with stakeholders from the highest levels of the organization.

Major Areas of Responsibility:

You will be responsible for building and maintaining reports and dashboards covering Sales and Operations performance, commissions/incentive plans, discounting programs, and performance management systems. You will also be working with Sales and Operations leadership to understand team capacity, conduct ad-hoc analysis to answer business questions, make recommendations and take action to improve processes. The work is varied, with exposure across the business, and will involve collaborating closely with most teams at iBusiness Funding.

• Build and maintain reports and dashboards to provide insights into sales and operations performance.
• Optimize sales and operational efficiency through identifying and implementing process improvements.
• Work with leadership and relevant stakeholders to design effective and motivating commissions/incentive plans for sales teams.
• Build relationships with sales and operations leadership to be able to determine reporting needs.
• Develop and present recommendations to senior level Sales & Operations stakeholders.
• Create and distribute ad-hoc reporting and analysis to the sales and operations organizations.
• Participate in transformational projects that drive significant organizational change

Primary Success Measurements:

• Independent execution of recurring responsibilities.
• Comfortable independently creating advanced reports in data visualization systems and Excel.
• A firm understanding of Sales and Operations systems and processes and ability to teach others.
• Independently manage assignment/project deadlines and set proper expectations on timelines and capacity with stakeholders.
• Comfortable engaging with and influencing stakeholders across the business.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

• 2-4 years of related professional experience, ideally in a sales/operations or analyst role.

• Strong problem-solving and analytical skills with excellent attention to detail.

• Intermediate to advanced Excel and Salesforce reporting skills or beginner abilities with a strong desire to learn and demonstrated ability to quickly teach oneself. Experience with other data visualization tools (Tableau, Quicksight, PowerBI, etc) a plus.

• Experience identifying insights from complex data sets, proposing solutions based on findings, and implementing recommendations.

• Resourceful - able to independently find answers and solutions.

• Ability to manage and prioritize multiple tasks.

• Ability to prioritize and operate with a sense of urgency

• Strong verbal and written communication skills

• Organized, detail-oriented, and able to multi-task

• Ability to work collaboratively with multiple stakeholders

Required Knowledge, Skills, and Abilities:

• Ability to write routine reports
• Ability to speak effectively before groups of stakeholders
• Diplomacy in dealing with cross functional teams
• Ability to apply concepts of basic algebra
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram
• Ability to deal with problems involving several concrete variables
• To perform this job successfully, an individual should have knowledge of Internet software and Microsoft Office software including Excel, Word, Outlook, and PowerPoint.
• Experience with CRM and data visualization systems (Salesforce, etc)

United States, Remote, Base salary range of: $50,000 - $68,000 + benefits  

Conclusion:

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, or working conditions associated with the position.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law.