Sales Operations Lead - Data & Analytics

Reposted Yesterday
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New York, NY
Hybrid
100K-168K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Sales Ops COO manages business operations for the Asset Management segment, focusing on strategy execution, performance tracking, and cross-functional collaboration to drive sales effectiveness and productivity.
Summary Generated by Built In
About the Role

We’re looking for a Sales Operations Lead who combines strategic business acumen with strong technical skills to transform how our sales organization operates. You’ll be responsible for building out our data warehouse and analytics infrastructure, streamlining sales processes, and enabling data-driven decision-making across the revenue organization.

This is a hands-on role where you’ll design and implement scalable systems that connect CRM, marketing automation, finance, and customer success data—creating a single source of truth for revenue performance.

Data Infrastructure & Analytics

  • Design, build, and maintain a data warehouse to centralize sales and revenue data from multiple systems (e.g., Salesforce, HubSpot, Snowflake, Looker, Stripe).

  • Partner with Data Engineering and IT to ensure data accuracy, governance, and scalability.

  • Develop and automate ETL/ELT pipelines to enable seamless reporting and insights.

  • Create intuitive dashboards and reports that empower leadership and sales teams to make informed decisions.

Sales Operations

  • Own and optimize the sales tech stack, including CRM configuration, data hygiene, and integrations.

  • Analyze sales performance metrics, pipeline health, and forecasting accuracy.

  • Identify bottlenecks and inefficiencies in the sales process and propose data-backed improvements.

  • Collaborate closely with Sales, Marketing, and Finance to align reporting and KPIs.

Strategy & Leadership

  • Build frameworks for territory planning, quota setting, and incentive design using reliable data models.

  • Drive adoption of data-driven decision-making across the GTM (Go-To-Market) organization.

  • Serve as a strategic partner to sales leadership, providing insights that shape go-to-market strategy.

Required Qualifications

  • 7+ years in Sales Operations, Revenue Operations, or Business Operations, with a strong technical background.

  • Proven experience building or managing data warehouses and data pipelines (e.g., using Snowflake, BigQuery, Redshift, dbt, or similar).

  • Proficiency with SQL and at least one BI/reporting tool (e.g., Looker, Tableau, Power BI, Mode).

  • Deep understanding of CRM systems (Salesforce, HubSpot, or equivalent) and sales process design.

  • Strong analytical and problem-solving skills with a bias toward automation and scalability.

Preferred Qualifications

  • Experience with Python or other scripting languages for automation and data transformation.

  • Familiarity with APIs and integration tools (e.g., Fivetran, Airbyte, Zapier).

  • Background in SaaS, B2B, or tech industries.

  • Exceptional communication skills and ability to work cross-functionally with technical and non-technical teams.

What we offer 

  • Business casual atmosphere in a flexible working environment  

  • Team focused culture that promotes innovation and ownership  

  • Access cutting edge investment reporting technology and expertise 

  • Defined and undefined career pathways allowing you to grow your own way  

  • Competitive medical, dental, vision, and life insurance benefits 

  • Maternity and paternity leave 

  • Personal Time Off and Volunteer Time Off to give back to the community 

  • RSUs as well as employee stock purchase plan and 401k with match   

  • Work from anywhere 3 weeks out of the year  

  • Work from home Fridays 

Salary Range 

$100,000.00 - $180,000.00 + bonus + RSUs

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class. 

Top Skills

Bi Tools (Tableau
Excel
Looker)
Salesforce

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
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The Company
HQ: Chicago, IL
1,100 Employees
Year Founded: 1997

What We Do

Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.

From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.

Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.

Why Work With Us

Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.

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