Sales Operations Analyst

Location: London, UK — hybrid

Company

SS&C is a financial services and healthcare technology company providing enterprise collaboration, content management, and strategic transaction solutions through SS&C Intralinks.

What you will do

• Design, build, and maintain scalable Tableau dashboards and reports for sales forecasting, performance tracking, pipeline analysis, territory planning, and goal attainment.
• Analyze sales data and business needs to provide actionable recommendations to sales, marketing, finance, IT, and services stakeholders.
• Manage sales reporting, territory and lead management, performance and commission reporting, and related system interfaces.
• Maintain customer and partner master data, including account attributes, legal agreements, and CRM account hierarchies.
• Develop and present sales forecasts and data analysis projects, document processes, and support systems implementations.
• Train internal users on sales support systems and collaborate with Customer Success, Services, and other departments.

Requirements

• Bachelor’s degree and at least 2 years of related experience, or a high school degree and at least 4 years of related experience.
• Strong analytical background and experience with data analysis methodologies.
• Deep expertise in Tableau, including dashboard development, data visualization, and data storytelling.
• Strong command of Excel and understanding of sales processes, reporting, and forecasting.
• Excellent communication, project management, collaboration, and cross-functional coordination skills.
• Interest in data preparation tools such as Power Query and VBA, with the ability to work across multiple software applications.

Nice to have

• Experience with Power Query, Power BI, macros, or VBA.
• Experience supporting sales operations across EMEA and APAC regions.

Culture & Benefits

• Hybrid work model and business-casual dress code.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Medical, dental, and vision coverage, employee assistance, and parental leave.
• Hands-on training through SS&C University and paid further education opportunities for eligible employees.
• Bonus scheme and stock allocation for eligible employees.
• Commitment to diversity, inclusion, and collaboration across teams.