Sales Operations, Reporting Specialist

Join to apply for the Sales Analyst I role at Dynasty Financial Partners

Dynasty Financial Partners is seeking a detail‑oriented Analyst to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast‑paced environment and is passionate about turning data into actionable insights that drive business growth.

• Executive Reporting:
  Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations.
• Data Maintenance, Analysis, & Insights:
  Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data‑driven recommendations that accelerate growth.
• Market Segmentation:
  Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization.
• Sales Enablement:
  Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting.
• Competitive Intelligence:
  Gather and maintain market and competitor insights to support Business Development initiatives.
• Process Optimization:
  Drive strategies to improve efficiency, focusing on high‑probability targets and streamlined workflows.
• Technology & Automation:
  Support ideation and implementation of new tools and automation solutions that enhance operational performance.

• Bachelor’s Degree in Business, Finance, Economics, or a related field.
• Three to five years of experience in data analysis or sales operations.
• Experience gathering, interpreting, and acting on sales data and KPIs.
• Strong proficiency with CRM platforms such as Salesforce or Hub Spot.
• Highly organized, detail‑oriented, and able to manage multiple projects simultaneously.
• Ability to work in a team‑based setting.
• Strong communication skills.

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY:
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment‑related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Sales and Business Development