Elite Technology is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently.
As the Sales Operations Business Analyst, you will be working closely with the sales team and leadership to optimize processes, improve performance, and ensure data integrity. Your role is critical to the success of our sales organization as you drive alignment between sales, marketing, finance, and customer success.
What You'll Do:
- Sales Process Optimization: Analyze, document, and refine sales workflows to ensure efficiency and scalability.
- Data Management & Reporting: Maintain data integrity within the CRM and other sales tools, generate detailed reports, and deliver actionable insights on key metrics (pipeline health, win rates, sales velocity, etc.).
- Performance Analytics: Track and analyze sales team performance against KPIs, identifying trends and opportunities for improvement.
- Tool Administration: Oversee and optimize sales technologies (e.g., Salesforce, HubSpot, or similar CRM tools), ensuring alignment with business needs.
- Collaboration with Cross-Functional Teams: Partner with marketing, finance, and product teams to ensure seamless lead management, accurate forecasting, and alignment on strategic priorities.
- Forecasting Support: Assist in the development and monitoring of accurate sales forecasts, leveraging historical data and current market trends.
- Training & Documentation: Develop and maintain training materials for sales tools and processes, supporting team onboarding and continuous education.
What You'll Need:
- Bachelor’s degree in Business, Analytics, Finance, or a related field, or equivalent experience.
- 2+ years of experience in sales operations, business analytics, or a similar role, preferably in a SaaS environment.
- Proficiency with CRM systems (Salesforce, HubSpot, etc.) and data visualization tools (e.g., Tableau, Power BI).
- Familiarity with standard Salesforce objects: (Accounts, Opportunities, Contacts) and what data is contained in each. Example – must be able to confidently navigate the Account and Opportunity objects to find specific data fields and understand what other fields/objects are affected when an edit is made. This would be crucial to help log changes in close dates, ARR values, opportunity owner, etc…
- Experience with building custom reports: this is a must have as custom reports are our baseline for all pipeline reporting. Putting together custom reports is also a great way to validate data and build out some form of automation in terms of pipeline tracking.
- Understanding what Stages and Forecast categories are used for: having a general understanding of a sales cycle and what the forecast categories / stages are used for would be very helpful, especially because this person will be involved with pipeline reporting
- Strong analytical skills with advanced proficiency in Excel (pivot tables, VLOOKUPs, etc.).
- Exceptional attention to detail, organizational skills, and the ability to manage multiple projects simultaneously.
- Excellent communication skills, with the ability to present complex data in a clear, concise manner.
- Experience supporting quota-carrying sales teams is a plus.
- A proactive mindset with a drive for continuous improvement and innovation.
- Strong oral and written communication skills as well as strong interpersonal skills.
Benefits:
- 100% remote work, with the ability to go to a WeWork in Escazú
- PTO
- 2 Elite Mental Health Days per year
- Annual Incentive Plan
- 14 Paid Costa Rica Holidays
- Comprehensive medical, dental, and vision benefits
- Life Insurance
Please note that we do not offer sponsorship for this position.
Additional Information
Location
At Elite Technology, we embrace an employee-centric, flexible remote work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter.
In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment.
Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, and Oklahoma.
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
We are not accepting applications submitted through recruiting agencies.
Top Skills
What We Do
Elite is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently.
Our solutions lie at the heart of a large proportion of the world’s largest, most successful and innovative law firms. In fact, three-quarters of the Am Law 200 and four-fifths of the Global 200 rely on at least one Elite solution to help drive their firms’ business operations into the future. As more firms make cloud solutions a core part of their technology strategies for the future, Elite is leading the way in supporting customers as they move their financial and operational systems into the cloud. To date, Elite has supported more than 400 firms around the world in their move to 3E in the cloud
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