Analyst, Sales Operations

Full-time

Minimum of 2 years of experience working with data and analysis; Associates (2 year +) degree or related experience with advanced excel knowledge, business process, sales operations and systems interacting with Salesforce.

com. Minimum 2+ years’ experience in data analytics and working with reports. Previous knowledge of Salesforce.com is preferable.

Analyst, Sales Operations New York City, New York*Are you ready to work with a team that handles business processes and sales operations within a global financial services company?

Are you skilled in sales data and analysis? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive?

Then it’s time to join Western Union as an Analyst, Sales Operations*Western Union powers your pursuit.*In this role, you are responsible for managing existing and new client and prospect information from various business units and providing customer support for Salesforce.

com to internal clients.*Role Responsibilities Understand fundamental concepts of Salesforce.com, data structure and the data flow.

Understand the established business rules for revenue class, account segmentation and split into territories and verticals and how this is reflected in Salesforce.

com.* Maintain data integrity and perform all tasks related to the input and maintenance of the data in Salesforce.com.* Design and implement reports based on defined requirements for all business units.

Design public views and understand when usage of public views are appropriate. * Support personal views requests for individual users.

Work on clean up and de-duping new leads lists with strong focus on maintaining the data integrity in Salesforce.com and quick turnaround.

Understand new Salesforce.com functionality and support functionality related inquiries from internal customers.* Maintain administrative documentation supporting all existing and new processes and procedures.

  • Help with testing of new changes in Salesforce.com.*Role Requirements Education or equivalent skills are required, with at least two years of experience working with data and analysis.
  • Related experience with advanced excel knowledge, business process, sales operations and systems interacting with Salesforce.

com.* Minimum 2+ years’ experience in data analytics and working with reports. * Experience with Adobe Analytics, Google Reports or Amplitude is preferred* Previous knowledge of Salesforce.

com is preferable.*We make financial services accessible to humans everywhere. Join us for what’s next.*Western Union is positioned to become the world’s most accessible financial services company transforming lives and communities.

We’re a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe.

More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.

Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You’ll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package.

If you’re ready to help drive the future of financial services, it’s time for Western Union. Learn more about our purpose and people at https : / / careers.

westernunion.com / (https : / / careers.westernunion.com / ).*Salary*The on-target earnings range is USD$61,560.00- USD$98,388.

00 per year, which includes a base salary and short-term and long-term incentives that align with individual and company performance.

Actual salaries will vary based on candidates’ qualifications, skills, and competencies.*Benefits*You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few( https : / / careers.

westernunion.com / global-benefits / (https : / / careers.westernunion.com / global-benefits / )). Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.

Your United States specific benefits include :

Family First Program* Flexible Time Off* Medical, Dental and Life Insurance* Student Loan Repayment Program* Tuition Assistance Program* Parental LeaveWe are passionate about diversity.

Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve.

We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status.

The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.#LI-SB1

Apply Now

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Analyst, Sales Operations

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Minimum of 2 years of experience working with data and analysis; Associates (2 year +) degree or related experience with advanced excel knowledge, business process, sales operations and systems interacting with Salesforce.

com. Minimum 2+ years’ experience in data analytics and working with reports. Previous knowledge of Salesforce.com is preferable.

Analyst, Sales Operations New York City, New York*Are you ready to work with a team that handles business processes and sales operations within a global financial services company?

Are you skilled in sales data and analysis? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive?

Then it’s time to join Western Union as an Analyst, Sales Operations*Western Union powers your pursuit.*In this role, you are responsible for managing existing and new client and prospect information from various business units and providing customer support for Salesforce.

com to internal clients.*Role Responsibilities Understand fundamental concepts of Salesforce.com, data structure and the data flow.

Understand the established business rules for revenue class, account segmentation and split into territories and verticals and how this is reflected in Salesforce.

com.* Maintain data integrity and perform all tasks related to the input and maintenance of the data in Salesforce.com.* Design and implement reports based on defined requirements for all business units.

Design public views and understand when usage of public views are appropriate. * Support personal views requests for individual users.

Work on clean up and de-duping new leads lists with strong focus on maintaining the data integrity in Salesforce.com and quick turnaround.

Understand new Salesforce.com functionality and support functionality related inquiries from internal customers.* Maintain administrative documentation supporting all existing and new processes and procedures.

  • Help with testing of new changes in Salesforce.com.*Role Requirements Education or equivalent skills are required, with at least two years of experience working with data and analysis.
  • Related experience with advanced excel knowledge, business process, sales operations and systems interacting with Salesforce.

com.* Minimum 2+ years’ experience in data analytics and working with reports. * Experience with Adobe Analytics, Google Reports or Amplitude is preferred* Previous knowledge of Salesforce.

com is preferable.*We make financial services accessible to humans everywhere. Join us for what’s next.*Western Union is positioned to become the world’s most accessible financial services company transforming lives and communities.

We’re a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe.

More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.

Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You’ll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package.

If you’re ready to help drive the future of financial services, it’s time for Western Union. Learn more about our purpose and people at https : / / careers.

westernunion.com / (https : / / careers.westernunion.com / ).*Salary*The on-target earnings range is USD$61,560.00- USD$98,388.

00 per year, which includes a base salary and short-term and long-term incentives that align with individual and company performance.

Actual salaries will vary based on candidates’ qualifications, skills, and competencies.*Benefits*You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few( https : / / careers.

westernunion.com / global-benefits / (https : / / careers.westernunion.com / global-benefits / )). Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.

Your United States specific benefits include :

Family First Program* Flexible Time Off* Medical, Dental and Life Insurance* Student Loan Repayment Program* Tuition Assistance Program* Parental LeaveWe are passionate about diversity.

Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve.

We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status.

The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.#LI-SB1

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Clients fill out a form requesting information then the field underwriter will call to set up the appointments (virtually as needed) to meet with them over the phone or through zoom and help them apply for the insurance policy.

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Please click this link to watch some videos and what your day to day will be. https : / / mailchi.mp / 801a6c5f2436 / working-with-symmetry (copy and paste link into your web browser) after you have watched the videos and read the information there is a link if you would like to schedule an interview.

Please apply only if you are in the United States. Sorry we cannot provide work visas. COMPANY DESCRIPTION INNOVATION : We are a people and tech company developing a new model in a world of traditional insurance sales.

With an ever-changing market and the proliferation of social media our business model is more lucrative than ever before.

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Our top-rated carriers include Foresters, United Home Life, and American Amicable. http : / / www.sfgbetancourtagency.com Interested in learning more about what it’s like to work with us?

Learn more about why Symmetry Financial Group has been recognized on the Inc. Magazine 5000 list of fastest-growing companies for five years in a row and in Entrepreneur Magazine's Top Company Culture list.

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With an ever-changing market and the proliferation of social media our business model is more lucrative than ever before.

FINANCIAL INDEPENDENCE : We are passionate about creating an entrepreneurial platform for both personal producers who desire an active six figure income and builders who want to create a passive income stream where the sky is the limit.

LEADERSHIP : Our mission is to serve our agents by providing access to warm leads and a simple, yet sophisticated selling system coupled with unparalleled support and leadership.

We build leaders! PRODUCT PORTFOLIO : Our carriers and their products are selected from the BEST in the industry and serve our primary markets of Mortgage Protection, Final Expense, Annuities, and Index Universal Life.

Our top-rated carriers include Foresters, United Home Life, and American Amicable. http : / / www.sfgbetancourtagency.com Powered by JazzHR

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Assist in the achievement, and act in support of, the sales of products and solutions into the approved markets in support of assigned company goals and quotas.

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At Disney, we re storytellers. We make the impossible, possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks.

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