Associate Sales Operations Analyst (JR1005456)

  • 1 Park Ave, NEW YORK, NY
  • Full-time

Company Description

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Job Description

The Associate Sales Operations Analyst will come from an analytic, sales operations, and project management background and will support sales performance reporting and data management. You will be passionate about data and business intelligence analytics with the ability to quickly gain proficiency in reporting and pipeline management best practices, sales acceleration automation tools and data visualization applications

Primary Responsibilities:

  • You will implement automated sales performance reporting through the development, creation and maintenance of customized reports and dashboards for the Global Sales, Marketing and Solutions (GSMS) organization
  • Perform research and analysis in support of all CRM data optimization initiatives
  • Maintain data integrity for sales productivity performance analytics
  • Perform comprehensive data validation analysis
  • Interpret data and analyze results using statistical techniques
  • Identify, analyze and interpret trends in complex data sets
  • Perform root cause analysis; Isolate error trends/patterns and data discrepancies; Implement risk mitigation and corrective measures
  • You will develop and implement databases, data collection systems, data analytics and strategies that optimize statistical efficiency and quality
  • Assist in the prioritization of business and information needs
  • Locate and define new process improvement opportunities
  • Conduct ad hoc financial and operational analysis and modelling
  • Serve as systems administrator for GSMS’s sales productivity tool via the Cloud9 (HDForecast) platform
  • Support the forecasting & financial reconciliation process; summarizing weekly, monthly and quarterly results related to Closed Sales, Forecast and Pipeline reporting
  • You will produce monthly sales productivity packages, Quarterly Business Review packages and standardized scorecards/leaderboards on sales performance metrics
  • Support ad-hoc sales operations projects to support quota planning, forecasting, commissions operations, and other key initiatives
  • You will create user and training documentation on detailed work flow processes
  • Passionately pursue ongoing education on industry knowledge, business systems integrations, CRM functionality, and end-to-end sales process management best practices


  • BS/BA required
  • 2+ years sales operations, data analysis and project management experience
  • Strong analytical skills with the ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy
  • Strong reporting background using standard and CRM-based automated reporting tools including dashboards
  • Ability to learn CRM (, etc) and other integrated sales operations systems preferred (Pipeline Management applications; For Marketing - Eloqua, Marketo; etc)
  • Highly proficient in Excel and Microsoft Office tools
  • Demonstrated knowledge of MS Powerpoint with ability to translate data into executive-level presentations
  • Working knowledge of data visualization tools such as Tableau, with ability to create succinct and efficient visualizations
  • Ability to prioritize tasks, work in a fast-paced environment and meet tight timelines
  • Strong communication skills, both verbal and written
  • Thinks strategically and analytically, grasps new and state of the art concepts quickly, and finds creative solutions to complex problems
  • Cloud9 (HDForecast/ administrative and reporting experience, a plus
  • Experience with SQL queries, a plus


Additional Information

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