SpotOn

Analyst, Sales Operations

SpotOn • $73K — $91K *
Chicago, IL 60629In-Person
Business Services
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2-4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, Lead Management, or a related analytical role.
  • Strong analytical and problem-solving skills to derive actionable insights from data.
  • Proficient in Salesforce for report and dashboard building.
  • Skilled in SQL for complex data manipulation; familiarity with Python or R is preferred.
  • High attention to detail and commitment to data accuracy.
  • Effective at managing multiple priorities in a fast-paced environment.
  • Excellent communication and collaboration skills across teams.
  • Hands-on experience with data science techniques and comfortable with large datasets.
  • Active user of AI tools for enhancing productivity and automating tasks.
  • Experience with BI tools for creating user-friendly dashboards.

Responsibilities

  • Manage lead data health within Salesforce, ensuring deduplication and integrity.
  • Develop and maintain reporting for insights into lead quality and sales follow-up.
  • Translate complex data into actionable recommendations for lead performance.
  • Assess lead management initiatives and recommend enhancements based on data.
  • Collaborate with stakeholders to optimize lead identification and prioritization processes.
  • Utilize Salesforce, SQL, and automation tools to streamline lead management activities.
  • Incorporate AI-powered solutions to enhance operational efficiency and reduce manual tasks.

Benefits

  • Comprehensive Medical, Dental, and Vision plans catered to employee needs.
  • Employer-matched Health Savings Account contributions for high-deductible plans.
  • Paid Life Insurance and Disability coverage provided by the company.
  • 401(k) with employer matching to support retirement savings.
  • Pre-Tax commuter benefits to assist with transportation costs.
  • Generous Paid Parental Leave for new parents.
  • Paid vacation, holidays, and sick leave, alongside volunteer time off.
  • Monthly stipends for cell phone and internet expenses.
  • Up to $2,000 in annual education reimbursement for professional development.
  • Initiatives to foster community and inclusion through Employee Resource Groups.
Full Job Description
This position follows a hybrid work schedule in accordance with the Company's in-office work policy.

What You'll Do
  • Own lead data health in Salesforce, including deduplication, enrichment, data integrity, and ongoing CRM hygiene.
  • Build and maintain reporting that provides visibility into lead quality, sales follow-up, and lead management effectiveness.
  • Translate complex data and model outputs into clear, actionable recommendations that improve lead performance, sales efficiency, and strategic decision-making.
  • Measure the effectiveness of lead management initiatives and recommend optimizations based on performance data.
  • Partner with stakeholders to improve how leads are identified, prioritized, and worked across the organization.
  • Leverage Salesforce, SQL, and automation tools to streamline lead management processes and reduce manual work.
  • Integrate AI-powered tools and automation workflows to reduce manual data work, improve process reliability, and enable faster, more scalable operations.
  • Apply statistical modeling, segmentation analysis, and predictive analytics to identify trends in lead behavior, conversion likelihood, and pipeline health.
  • Leverage AI and large language model (LLM) tools to accelerate data analysis, automate insight generation, and surface anomalies or patterns at scale.

What Success Looks Like
  • Lead data is accurate, enriched, and trusted across the organization.
  • Lead scoring and prioritization frameworks help sales teams focus on the highest-value opportunities.
  • Reporting provides clear visibility into lead performance and conversion trends.
  • Manual processes are reduced through automation and process improvements.
  • Sales, Marketing, and Revenue Operations teams view you as a trusted partner for lead management strategy and execution.
  • Predictive models and data science outputs are actively used by leadership to guide lead strategy, resource allocation, and go-to-market decisions.
  • AI tools are embedded into the team's workflow, reducing time spent on manual analysis and freeing capacity for higher-impact strategic work.


What You'll Bring
  • 2-4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, Lead Management, or a related analytical role.
  • Strong analytical and problem-solving skills with the ability to turn data into actionable insights.
  • Experience working in Salesforce and building reports and dashboards.
  • Strong proficiency in SQL for complex data extraction and manipulation; experience with Python or R for statistical analysis and modeling strongly preferred.
  • Strong attention to detail and commitment to data accuracy.
  • Ability to manage multiple priorities and work independently in a fast-paced environment.
  • Excellent communication and cross-functional collaboration skills.
  • Hands-on experience with data science techniques including predictive modeling, clustering, regression analysis, and feature engineering applied to business or marketing datasets.
  • Comfortable working with large, messy datasets - skilled at data wrangling, cleansing, and transforming raw data into analysis-ready formats.
  • Active user of AI tools (e.g., ChatGPT, Copilot, or similar LLMs) to enhance productivity - from drafting analyses and summarizing data to writing code and automating repetitive tasks.
  • Experience with BI and data visualization platforms (e.g., Tableau, Looker, Power BI, or similar) and the ability to build intuitive dashboards for non-technical stakeholders.


Compensation
  • Our base pay range for this role is $73,000 -$91,000/year.
  • Offers will be reflective of the candidate's location and experience.


Benefits

At SpotOn, we put people above everything else. We're known for our innovative software and technology solutions, but we stand out because of the hardworking humans behind the tech. We can't take care of our clients without taking care of our employees first, and that's why we invest in your wellbeing with a competitive benefits package designed to support your health, family, and future:
  • Medical, Dental, and Vision Options: Nationwide plans to fit your personal healthcare needs.
  • HSA with Employer Match: High-deductible health plan enrollees receive an annual company contribution to their Health Savings Account
  • Company-Paid Life Insurance & Disability
  • 401(k) Retirement Savings & Annual Employer Match
  • Pre-Tax Commuter Benefits
  • Paid Parental Leave
  • Paid vacation, 10 company holidays (including 1 floating holiday), sick time, and volunteer time off
  • Monthly cell phone and internet stipend
  • Education reimbursement up to $2,000 per calendar year to assist with your professional development
  • Employee Resource Groups to build community and inclusion at work

About SpotOn

SpotOn Transact, LLC is a cutting-edge payments and software company redefining the merchant services industry. SpotOn brings together payment processing with solutions that empower clients to enhance how they run their business. SpotOn offers a suite of products and services for small and medium-sized businesses including payments, point-of-sale, custom websites, appointments, marketing, reviews, analytics and loyalty, enabling merchants to run their businesses more efficiently. SpotOn was founded in 2017 and is headquartered in San Francisco, California.
Learn more about SpotOn
Size
1,000 employees
Industry
Finance & Insurance
Founded
2017
* Ladders Estimates

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