Sales Operations Analyst

Consumer Lending Business Unit Claymont, Delaware Jacksonville, Florida Cottonwood Heights, Utah


Who We Are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members’ financial lives, and to help every member Get Their Money Right®. By joining SoFi, you’ll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we’ve grown from 250 employees in 2015 to over 1,500 employees today, and are well on our way to reaching 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company’s mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

The Role

We are currently looking for a Sales Operations Analyst to join our SoFi team. The ideal candidate has experience running Sales Operations functions, administrator expertise and will  work closely with Sales and Customer Relationship Teams to help with their needs to make their job easier. This person must be able to solve business issues with few already established policies and processes. We need someone who is driven, business-minded, technically strong and roll up the sleeves to help support  the College Relationship external sales team. Do whatever it takes to ensure all sales growth objectives are met! This position reports to the Sr. Director, Program Manager - In School Student Lending.

What You'll Do:

  • Enabling Sales team by providing administrative support

  • Develop Saleforce protocols and reporting tools to better manage the territory

  • Prepare sales compensation reports quarterly 

  • Provide day to day SFDC platform and user support.

  • Support the field team with process training, reporting, and insight into best practices.

  • Help Sales team with responding to prospect / customer presentations, RFP and RFI - 100 annually

  • Prepare presentations and clearly communicate findings from initiatives to senior management and to the broader organization.

  • Manage school customer engagement, identify trends

  • Provide conference support. Manage up to 70 trade shows annually

  • Liaison between BU and marketing to ensure sales tools are completed timely 

  • Manage ELM and ScholarNet lender list tool


What You'll Need:

  • BA/BS or equivalent work experience required

  • 3-5 years related experience + supporting sales teams

  • Systems Knowledge:, high proficiency with Excel and Google suite

  • Can be located in any of our East Coast locations in: DE, VA, FL, NY

  • Excellent project management and process development skills 

  • Personality traits: prepared, trustworthy, independent, resourceful, self-starter, great communicator, empathetic, patient, flexible, accountable, leader-mentality

  • Proven strong verbal and written communication skills; including documenting business processes, and use cases and business requirements.

  • Superior quantitative and qualitative analytical skills, including competency in financial analysis 


Why You'll Love Working Here:

  • Competitive salary packages and bonuses.

  • Comprehensive medical, dental, vision and life insurance as well as disability benefits.

  • 100% of medical, vision, and dental premiums paid by SoFI for employees and their dependents.

  • Generous vacation and holidays

  • 401(k) and education on retirement planning.

  • Tuition reimbursement on approved programs, up to $5,250 a year.

  • Monthly contribution to help you pay off your student loans.

  • Employer paid lunch program and subsidized gym membership.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.