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Sales Operations Analyst

Role overview

Qualifications

  • 3–5 years of experience in Sales Operations, Revenue Operations, or a closely related analytical role, including supporting enterprise B2B sales teams with multi-stakeholder cycles lasting 6–18+ months.
  • Ability to build reports and dashboards independently in Salesforce, with deep understanding of object relationships and the ability to troubleshoot data issues without relying on an admin.
  • Proven experience producing board-level or executive-facing reports and metrics, plus strong Excel or Google Sheets skills (pivot tables, VLOOKUP/XLOOKUP, modeling).
  • Salesforce certification (e.g., Salesforce Certified Administrator or Advanced Administrator) preferred; familiarity with quota modeling and territory planning.

Responsibilities

  • GTM Operational Enablement: Manage day-to-day Salesforce and GTM tool administration, license management, user provisioning, data quality and CRM hygiene, integrations, and cross-functional reporting; support compliance documentation for enterprise banking clients.
  • Business Review Performance Metrics: Prepare executive and board-ready reports and metrics, including quarterly revenue reports; design and maintain MBR/QBR cadences and end-to-end Salesforce dashboards for leadership visibility (ARR, NRR, pipeline, forecast vs actuals).
  • Sales Strategy Commercial Support: Support forecasting, territory planning, quota distribution, headcount/capacity modeling, and ramp attainment tracking; ensure deals, renewals, and expansions are tracked in Salesforce.
  • Insights Process Optimization: Own win/loss tracking framework in Salesforce; synthesize insights to inform Sales, Product, and Marketing strategy; identify and standardize process inefficiencies and document best practices.

About the company

Quantifind logo

Quantifind

Information Technology & Services

Quantifind helps some of the world’s biggest banks catch money laundering and fraud. Quantifind also works with government agencies to use the same platform to uncover criminal networks and combat election tampering. Unlike other players in this space, Quantifind delivers results as software-as-a-service (SaaS) with consumer-grade user experiences. Quantifind is a data science technology company whose AI platform uncovers signals of risk across disparate and unstructured text sources. In financial crimes risk management, Quantifind’s solution uniquely combines internal financial institution data with public domain data to assess risk in the context of Know Your Customer (KYC), Customer Due Diligence (CDD), Fraud Risk Management, and Anti-Money Laundering (AML) processes. Today these compliance processes are burdened by ever-increasing regulatory responsibilities and an expectation of frictionless transactions. Legacy technologies demand increasingly more human resources as the operations expand; Quantifind’s solution offers a way to cut through the inefficiency and enhance effectiveness simultaneously.

Company details

Company typeScaleup
IndustryInformation Technology & Services
Company size51 - 200

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Job description

Who You Are

Quantifind is looking for a Salesforce power user to serve as the analytical engine of our enterprise sales organization. In this high-impact role, you will own the reporting infrastructure and operational systems that directly inform board decisions and company strategy. As the backbone of our GTM function, you will translate messy data into clean, leadership-ready narratives, partnering daily with Sales, Finance, and Marketing to ensure our technical ecosystem remains efficient, transparent, and rigorously accurate.

You are able to build complex, trusted reports from scratch, not just edit existing ones. You are detail-obsessed, treating data accuracy as non-negotiable, especially when numbers reach the boardroom. You possess enterprise sales fluency, understanding long sales cycles, procurement complexity, and multi-stakeholder deals. You are operationally broad, comfortable owning the deal desk, tech stack, comp tracking, and territory planning simultaneously. You are a proactive problem solver, spotting gaps and fixing them before leadership has to ask. You are experienced using AI-powered tools to streamline workflows, uncover insights, and improve efficiency across revenue operations processes.

Who We Are

Our customers are enterprise banks, global financial institutions, government agencies and compliance-driven organizations. Quantifind is an AI-driven risk intelligence company helping organizations detect and investigate financial crime, manage compliance risk, and uncover hidden threats across complex data environments. Our platform empowers global enterprises and public sector organizations to make faster, more confident decisions in the fight against financial crime.

What a Great Candidate Looks Like:

  • 3–5 years of experience in Sales Operations, Revenue Operations, or a closely related analytical role.
  • Experience supporting enterprise B2B sales teams with complex, multi-stakeholder sales cycles that last 6 to 18+ months.
  • Ability to build reports and dashboards independently, with a deep expertise in Sales force, understand object relationships, and can troubleshoot data issues without relying on an Admin.
  • Proven experience producing board-level or executive-facing reports and metrics packages.
  • Strong Excel or Google Sheets skills (pivot tables, VLOOKUP/XLOOKUP, modeling).
  • Meticulous attention to data accuracy 
  • Familiarity with quota modeling and territory planning.
  • Salesforce certification (e.g., Salesforce Certified Administrator or Advanced Administrator), preferred.
  • Experience in SaaS companies selling to banks, financial institutions, or regulated enterprise clients, preferred.
  • Background in financial services, fintech, compliance, or risk intelligence verticals, preferred.

The Opportunity We Offer

This role offers the opportunity to own the reporting infrastructure and operational systems that directly inform board decisions and company strategy. In this role, you will work at the forefront of AI-driven compliance and risk intelligence for the world's largest financial institutions, owning the reporting infrastructure and operational systems that directly inform board decisions and company strategy while collaborating with a mission-driven, high-caliber team solving high-stakes regulatory and fraud challenges. You will be reporting directly to the VP of Sales, Financial Crimes. We’re  You will be responsible for:

GTM Operational Enablement: Managing the day-to-day administration of Salesforce and other GTM tools, including license management and user provisioning. This involves owning Salesforce data quality (deduplication, validation) and CRM hygiene, ensuring correct integrations, and collaborating with Sales, Finance, and Marketing for unified reporting. The role also supports compliance documentation for enterprise banking clients.1

Business Review & Performance Metrics: Preparing executive and board-ready reports, including quarterly revenue reports and executive summaries on core GTM metrics (e.g., ARR, NRR, pipeline coverage, forecast vs. actuals). This includes building and maintaining MBR/QBR cadences and designing end-to-end Salesforce reports and dashboards for leadership visibility.1

Sales Strategy & Commercial Support: Supporting weekly/monthly forecasting processes and developing forecast accuracy models. Responsibilities include supporting annual territory planning, assisting with quota distribution, building headcount/capacity models, and tracking new hire ramp attainment. The role also ensures deal structures and renewal/expansion opportunities are accurately tracked in Salesforce.1

Insights & Process Optimization: Owning the win/loss tracking framework in Salesforce to capture deal velocity and competitive displacement trends. The analyst synthesizes these insights to inform Sales, Product, and Marketing strategy. This area also covers identifying and standardizing sales process inefficiencies, documenting best practices, and supporting strategic GTM initiatives.

A highlight of our benefits:

  • Competitive salary
  • Company Equity
  • Exceptional benefits package
  • Flexible Vacation & Paid Time Off
  • Employer-matched 401(k) plan
  • A fun environment where work-life balance is valued

The base salary range for this full-time position is $75,000 - 105,000. Our salary ranges are determined by role, level, and location, and the range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location, role-related knowledge and skills, depth of experience, relevant education or training, and additional role-related considerations.

Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits.

We are an equal opportunity employer; we have a fun place to work and a devotion to succeeding together.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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