Senior Revenue Operations Analyst for Financial Institutions

hace 18 horas


Ciudad de México, Ciudad de México Tbwa ChiatDay Inc A tiempo completo
Senior Revenue Operations Analyst for Financial Institutions

We are seeking a highly analytical and driven Senior Revenue Operations Analyst to join our team. As part of the Revenue Operations team, you will work closely with Business Development Managers, Business Analysts, and Marketing to ensure that our Business Development opportunities are accurately tracked and reported.

About the Role:
  • Generate weekly reports and update BD opportunities across various dashboards using Salesforce (CRM).
  • Manage the lead qualification and distribution process for the Sales Development Representative (SDR) team, ensuring potential opportunities are properly routed.
  • Attend key conferences and other events.
  • Collaborate cross-functionally with teams such as Business Development, Marketing, and Business Analysis to support business growth and operational efficiency.
  • Handle data management tasks, ensuring accuracy in reports and dashboards.
  • Maintain CRM systems like Salesforce, optimizing them for efficient workflows.
  • Prepare presentations and reports using Excel, PowerPoint, and G Suite tools.
Key Responsibilities:

The ideal candidate will have 3+ years of experience in Revenue Operations, Sales Operations, or similar roles. They should possess advanced proficiency in English, with basic Portuguese being a plus. Strong experience with CRM systems, especially Salesforce, is also required.

Benefits:
  • Competitive salary packages and bonuses.
  • Supplemental medical, dental, vision, and life insurance benefits.
  • Generous vacation and holidays.
  • Paid parental leave for eligible employees.
  • Fully stocked kitchen (snacks and drinks).
Estimated Salary:

$80,000 - $120,000 per year, depending on location and experience.



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