Location: Chicago, Hybrid
About Halo:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.
Named by Fast Company among Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions.
At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion!
About the Role:Halo is seeking a detail-oriented and analytical individual to serve as the Sales Operations Analyst. In this role, you will be responsible for improving core sales processes, driving operational efficiency, and providing data-driven insights to leadership. The ideal candidate has experience with Customer Relationship Management (CRM systems such as Salesforce) and AI tools and will improve processes to ensure the sales organization is operating at maximum productivity.
Key Responsibilities:- Responsible for day-to-day sales operations, including data management, process execution, analysis and reporting.
- Using sales performance data, will identify trends, opportunities for improvement, and potential risks in the sales pipeline and execution model.
- Develop, manage, and distribute accurate sales reports and dashboards to track key metrics (e.g., pipeline health, conversion rates, cycle time).
- Manage and maintain Halo’s CRM system (Salesforce), ensuring data integrity, hygiene, and accurate representation of the sales pipeline.
- Collaborate with Finance to provide data for sales forecasting inputs to support financial planning and budgeting processes.
- Administer and refine sales supporting functions such as quota setting and territory alignment.
- Collaborate with the sales team leaders to document and refine sales processes to help improve workflow and overall sales team productivity.
- Bachelor’s degree in Business, Finance, or quantitative field.
- 2+ years of experience in Sales, Operations or a highly analytical business function.
- Practical experience with Salesforce CRM administration and reporting, including dashboard creation and process automation.
- Familiarity with AI tools and applications
- Strong analytical and quantitative skills; able to translate complex data into clear, actionable insights and business recommendations.
- Proficiency with data analysis tools (e.g., advanced Excel, SQL, Tableau, Power BI).
- Experience administering elements of sales infrastructure, such as sales compensation, quota modeling, or territory planning.
- Excellent communication and collaboration skills, with the ability to present detailed analysis clearly and concisely to internal stakeholders.
Benefits and Compensation:
This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
- This is a hybrid role, working 3 days/week in our downtown Chicago office.
- Competitive compensation, including a base salary of $60,000-$75,000
- Work with a great team in an exciting work environment
- Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
- Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
- Flexible PTO policy
- 401k program to help build wealth for the future
- Paid parental leave to bond with your new addition
- Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!
Halo values diversity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].
Top Skills
What the Team is Saying
What We Do
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
