Renewal Sales Operations Specialist

Posted 18 Days Ago
San Francisco, CA
Hybrid
80K-105K Annually
1-3 Years Experience
Information Technology
The Role
The Sales Operations Specialist at Persona will analyze post-sales data, create customer engagement SOPs, develop performance dashboards, and oversee systems management to optimize processes and drive revenue growth. This role requires 2+ years of experience in sales operations, proficiency in data analysis tools, CRM systems knowledge, strong analytical skills, communication abilities, and attention to detail.
Summary Generated by Built In

At Persona, we're building the first universal and comprehensive identity infrastructure to help businesses of all sizes better serve and protect their end users' identities. Our identity platform enables businesses to collect and manage their end users' personal information securely, verify that their end users are who they say they are, analyze and detect fraud and abuse, and pull sensitive reports about their end users in a privacy-centric way. In a world where consumer behaviors are changing and privacy and identity are taking on a new meaning, we want to help businesses find their superpowers and do it while putting their end users, the people, first.


About the Role

The Renewal Sales Operations Specialist will partner across teams and functions to build a sales systems and technology foundation that enables our GTM team to be as efficient and productive as possible. This position will play a crucial role in supporting the post-sales team by providing data analysis, reporting, and operational support. Reporting to our Director of Revenue Operations, this will involve collaborating with various departments to ultimately optimize processes, identify trends, and drive revenue growth at Persona.

What you'll achieve

  • Analyze post-sales data to identify trends, patterns, and opportunities for improvement, and provide actionable insights to the post-sales team
  • Create and refine customer engagement motions and SOPs for post-sales team
  • Develop and maintain post-sales performance dashboards and reports
  • Support on operations-related workstreams in partnership with post-sales leads related to capacity planning process and staffing/assignment process
  • Partner with marketing to identify and track customers who are willing to participate in various marketing activities, manage customer engagement and communications processes
  • Partner with Monetization and CI on analytical initiatives
  • Implement and maintain core sales tools (ie Salesforce, JIRA, Zendesk)
  • Oversee systems management, including vendor reviews, contracts, application selection, onboarding, configuring, and ongoing maintenance

What you'll bring to Persona

  • 2+ years of experience in sales operations, business analysis, or a related field
  • Proficiency in data analysis tools and software (e.g., Excel, SQL, Tableau)
  • Experience with CRM systems (e.g., Salesforce) preferred
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively in a fast-paced environment
  • Attention to detail and accuracy
  • Strong organizational and time management skills

Compensation & Equity

For this role, the estimated base salary range is between $80,000 - $120,000. Base salaries are just one component of the total compensation package and are determined by a number of factors such as years of experience, expertise, qualifications and more. In addition to base salary, we offer competitive equity packages that play a big part in recognizing you for the huge impact you will have on helping us achieve our mission. Please note, the salary range is a guideline that is subject to change without notice.


Benefits and Perks

Persona offers a wide-range of thoughtful and inclusive benefits for this role, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental health days, family planning benefits, professional development stipends, wellness benefits, among others.


While we believe competitive compensation and benefits are a critical aspect of you deciding to join us, we do hope you consider why our core values and culture are right for you. If you’d like to better understand what it’s like working at Persona, feel free to check out our reviews on Glassdoor.


Diversity, equity, inclusion and belonging

At Persona, we strive to put diversity and inclusion at the forefront of everything we do, reflecting our core values. Our DEIB Employee Resource Group seeks to build a diverse and inclusive team that fosters an environment where each Personerd feels empowered to bring their unique differences to work and achieve their full innovative potential. Our hope is that by fostering such an environment, we strengthen our business and relationships by putting people first.


We strive to promote a culture that celebrates diversity and inclusiveness regardless of, but not limited to, race, gender, sexual orientation, family status, religion, ethnicity, national origin, physical disability, veteran status, or age.

Top Skills

Excel
SQL
Tableau
The Company
HQ: San Francisco, CA
212 Employees
On-site Workplace
Year Founded: 2018

What We Do

Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure. For example, we help Coursera verify learners’ identities before delivering course credentials and BlockFi comply with strict international KYC/AML regulations.

Beyond securely collecting and verifying user information such as PII, government IDs, and biometric selfies, our platform also provides flexible case review and orchestration tools to help businesses streamline and automate all their identity operations — from setting custom rules to ingesting third-party data and triggering external actions.

In short, Persona handles the complexities of securely collecting, verifying, and managing sensitive personal information, so you can stay focused on building your product.

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