Full-Time

Sales Operations Analyst

Symphony

Symphony

201-500 employees

Secure financial markets infrastructure and technology platform

Data & Analytics
Fintech

Senior

Belfast, UK

Required Skills
Sales
Communications
Lead Generation
Salesforce
Data Analysis
Requirements
  • Experience in a Sales support role
  • Understanding of SaaS SW businesses and Financial Services business
  • Proficient with Excel and SalesForce
  • Exposure to Business Analysis tools
  • Excellent communication and presentation skills
Responsibilities
  • Develop and maintain dashboards for key sales metrics, providing insights to enhance decision-making.
  • Conduct in-depth data analysis to identify trends, patterns, and areas for improvement.
  • Maintain and manage our User Community Directory in partnership with Customer Success Team
  • Own and manage the Request for Information (RFI) Due Diligence (DD) process. Including offering support to sales managers in navigating the process and ensuring adherence to established procedures.
  • Manage Due Diligence Management Tools (Loopio or similar tools) to streamline and improve the efficiency of the RFI response process.
  • Continuously assess and enhance the RFI DD process for optimization and effectiveness.
  • Provide support for lead generation initiatives, working closely with the sales teams.
  • Support Account Managers with appointment bookings, ensuring efficient scheduling and coordination between sales representatives and potential clients.
  • Conduct thorough account profiling, gathering and analyzing data to understand client needs and preferences.
  • Create and maintain organizational maps for key accounts

Symphony stands out as a leading technology platform in the financial services sector, providing secure and compliant market infrastructure solutions to over half a million professionals from more than 1300 market participants globally. The company's competitive edge lies in its ability to standardize, automate, and innovate workflows, as well as its integration of omnichannel interactions across chat, voice, web, and meetings. Additionally, Symphony's commitment to enhancing client engagement and meeting regulatory requirements is evident in its connectivity to various communication platforms like WhatsApp, WeChat, SMS, LINE & Voice.

Company Stage

Series E

Total Funding

$742.5M

Headquarters

New York, New York

Founded

2014

Growth & Insights
Headcount

6 month growth

0%

1 year growth

2%

2 year growth

0%