Junior Sales Analyst
Core
Control point between Sales, CRM, CSM, Onboarding, and Data teams to interpret fee proposals and configure Salesforce Opportunities for automated billing and revenue recognition.
Role type
Junior Sales Analyst (Sales Operations)
Builds
Salesforce Opportunities, fee proposals, account hierarchies, and commission splits
Domain
Fund administration and middle office solutions
Deliverable
product features
Required skills
Interpret complex fee proposals, configure Salesforce, manage account hierarchies, ensure data accuracy, collaborate cross-functionally
Preferred skills
Experience in Funds industry, knowledge of regulated environments, Salesforce CPQ experience
Technologies
Salesforce, CPQ
Responsibilities
Partner with Sales and Opportunity owners to interpret proposals; Build fee proposals into Salesforce; Confirm product combinations and pricing; Create new accounts and establish account hierarchies; Enrich account data and add documents; Ensure accurate deal team splits for commission capture
Seniority
Junior, hands-on IC
