Sales Operations Analyst

Revenue Operations Analyst

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Optimize and support business-critical platforms including Salesforce, Sales Engagement, Highspot, AdvizorPro, servicePath CPQ, Consensus
• Manage system configurations, user groups, and permissions to ensure secure and efficient usage
• Triage and own requests, vet requirements, conduct business analysis with stakeholders, and execute
• Document for and train internal users as needed

Analytics & Insights

• Contribute to dashboards and data gathering processes to track key performance indicators (KPIs)
• Provide actionable insights to stakeholders to support decision-making and operational improvements
• Monitor adoption, usage trends, and effectiveness of tools and processes

Operational Excellence & Maintenance

• Consistently provide updates and prioritize critical items as part of the team
• Identify and implement improvements to streamline workflows and reduce friction across teams
• Maintain documentation and ensure consistent communication of updates and enhancements

How You'll Work

Work Structure

• Balance project-based initiatives with ongoing operational support and system ownership
• Manage multiple priorities across tool optimization, user enablement, and transformation efforts

Collaboration

• Work cross-functionally with Marketing, Sales, SDR, Operations, & Client Experience teams
• Build strong relationships with stakeholders to understand needs and drive adoption

Required Experience

• Experience managing or supporting platforms such as Salesforce, sales automation platforms, marketing automation, sales collateral tools
• Strong analytical skills, including experience building and maintaining dashboards and reporting and analyzing data with Excel
• Ability to train and support users across systems and tools
• Demonstrate strong communication and stakeholder management skills
• Capacity to switch between project-based and operational modes of work when clear deadlines arise

What Sets You Apart

• Experience in wealth management, financial services, or fintech environments
• Familiarity with Salesforce, Power BI, Snowflake, Black Diamond

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.