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Q2

Sales Operations Analyst

Posted Yesterday
Hybrid
Austin, TX
Junior
Hybrid
Austin, TX
Junior
The Sales Operations Analyst supports the sales team by managing deal structuring, analyzing sales data, and ensuring Salesforce efficacy. Responsibilities include process improvement, reporting, and communication with various departments.
The summary above was generated by AI
As passionate about our people as we are about our mission.

Why Join Q2?

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.

What Makes Q2 Special?

Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.

The Job At-A-Glance:

The Q2 Sales Enablement team is seeking a Sales Operations Analyst who will be responsible will assist the Q2 sales team in structuring deals which includes pricing, packaging, gross margin, and discount analysis. In addition, the Sales Operational Analyst will be responsible to collect, analyze, and report sales related information in an ongoing attempt to increase sales productivity. If you have the ability to think critically, analyze complex data and communicate results clearly, this is the role for you!

A Typical Day:

  • Coordinate the slotting of implementation projects with delivery teams
  • Interpret operations and sales data and provide dashboards and summary information to the senior leadership team
  • Oversee Salesforce or other systems data integrity
  • Design and implement process improvements
  • Ensure Salesforce utilization across sales teams
  • Act as a liaison between Sales, Sales Operations and other departments to facilitate an open dialogue around business needs and expectations
  • Analyze requests for proposals and coordinate response plan with sales teams
  • Analyze customer extensions and renewals, product cancellations and customer terminations
  • Collect, analyze and report on pipeline data
  • Collect sales trends and evaluate performance calculated against sales quotas
  • Provide ad hoc reporting as needed
  • Create and deliver presentations to sales leadership

    Bring Your Passion, Do What You Love. Here’s What We’re Looking For:

    • Bachelor’s degree in Business Administration, Accounting or related field preferred
    • Typically requires 2-3 years’ experience managing a CRM system (Salesforce.com is strongly preferred)
    • Attention to detail, a commitment to quality, results driven and customer focused
    • Experience with RFP/Proposal software/processes; proficiency in MS Word/Excel and Proposal Management Software is strongly preferred
    • Strong problem-solving skills
    • Knowledge of banking practices and software sales is preferred
    • Ability to perform complicated analysis such as long-term forecasting for a complex sale cycle
    • Superior communication, interpersonal, and presentation skills
    • Strong knowledge of PowerPoint, Word, and Excel
    • Ability to multi-task and prioritize issues.

    This position requires fluent written and oral communication in English.

    Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

    Health & Wellness

    • Hybrid Work Opportunities

    • Flexible Time Off 

    • Career Development & Mentoring Programs 

    • Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents 

    • Community Volunteering & Company Philanthropy Programs 

    • Employee Peer Recognition Programs – “You Earned it”

    Click here to find out more about the benefits we offer.

    Our Culture & Commitment:

    We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.

    We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.


    Applicants in California or Washington State may not be exempt from federal and state overtime requirements

    Top Skills

    Excel
    Ms Word
    PowerPoint
    Proposal Management Software
    Salesforce

    Q2 Charlotte, North Carolina, USA Office

    4201 Congress Street, Charlotte, NC, United States, 28209

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