Sales Operations Analyst

Lagos - Nigeria

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

CRM & Data Management

Manage and optimize the firms CRM platform for data accuracy and usability. Ensure leads client interactions and conversion data are consistently updated.

Support segmentation of clients (Retail/Mass Affluent HNI Institutional) within CRM.

Automate recurring reports and integrate CRM data with finance and operations systems.

Sales Operations and Process Optimization

Map document and improve end-to-end sales workflows across subsidiaries and segments.

Identify bottlenecks in client onboarding lead routing and deal closure.

Recommend process automation or digital solutions to reduce cycle time.

Collaborate with IT to implement CRM enhancements or workflow automations.

Maintain proper records of sales activities approvals and compliance sign-offs.

Sales Support & Enablement

Coordinate periodic sales review meetings and business performance sessions.

Maintain repository of product materials sales decks FAQs and proposal templates and ensure all materials and communications adhere to regulatory guidelines.

Support onboarding of new sales staff with system and process training.

Manage incentives commissions bonuses and reward tracking against performance metrics.

Prepare strategic insights for periodic management and board reports.

Cross-Functional Collaboration

Partner with Product Marketing and Finance to align campaigns with sales data.

Work with IT/Data Analytics to develop dashboards and data pipelines.

Collaborate with subsidiary sales teams to identify cross-sell opportunities.

Liaise with Compliance and Operations to ensure regulatory alignment in sales documentation.

Support audit requests and risk reviews related to sales processes and data

Sales Performance Monitoring

Work with Sales Performance Analyst to track and monitor sales performance dashboards (daily weekly monthly) for segment assigned

Analyze trends in AUM growth inflows/outflows product penetration and conversion rates.

Conduct pipeline analysis and forecasting to guide decision-making

Technical Skills

Analytical and quantitative skills; ability to interpret data for commercial decisions.

Proficiency in KPI tracking and performance reporting.

Understanding of investment markets and products (mutual funds bonds equities trusts estate planning etc)

Detail-oriented with strong organizational and process-mapping abilities.

Ability to coordinate across teams sales finance compliance marketing and operations etc.

Advanced Excel / Power BI

Knowledge of CRM platforms (Salesforce Zoho Microsoft Dynamics)

Financial modelling & performance reporting

Strong data visualization and storytelling ability

Behavioural Skills

Strong communication and presentation skills

Proactive collaborative and commercially minded.

Process improvement and project management skills

High integrity and confidentiality with data

Required Experience:

CRM & Data Management Manage and optimize the firms CRM platform for data accuracy and usability. Ensure leads client interactions and conversion data are consistently updated. Support segmentation of clients (Retail/Mass Affluent HNI Institutional) within CRM. Automate recurring reports and integr...