Fisher Investments logo
Join Fisher's Talent Network

Sales Operations Analyst (2018-7249)

Camas, WA, United States


Job Description


As a Sales Operations Analyst you will play a pivotal role in our 401(k) Solutions business by giving our Sales Teams the ability to be more productive and efficient. You will review and implement new processes and make improvements accordingly. The sales operations’ responsibilities are to discover high-level, notable, strategic findings, and learn how to transform them into significant strategies and use them to help sales reps, managers, and VP to hit their targets. This is the role for you if you enjoy problem-solving, are process oriented, and passionate about understanding how things work.


If you have experience with CRM system interactions and are looking for an opportunity to move the needle and affect change, our Sales Operations Analyst may be just the right opportunity for you.


The Day-to-Day:

  • Review and analyze all CRM system infrastructures within the 401(k) division to support the sales team in increasing productivity and efficiency. This includes understanding current system setup and leveraging external knowledge of how Salesforce CRM systems communicate.
  • Introduce new concepts and ideas of how we can clean up our current Salesforce system and automate CRM capabilities.
  • Minimize administrative functions and maximize sales opportunities.
  • Work with VP of 401(k) Solutions Inside Sales and Sales Managers to understand the “why” behind the sales team process and initiate thought provoking questions.
  • Map out and optimize standard processes for leveraging technology.
  • Develop a scalability plan for 401(K) solutions with regards to Salesforce CRM capabilities.
  • Gain experience dealing with ambiguity, with lots the opportunity for change and improvement.


  • 5+ years of experience working in a technology focused, sales oriented environment.
  • Previous experience working with Salesforce CRM systems required.
  • Automation tools and other CRM system experience preferred (Outreach, Salesforce –Marketo, Radius, Domo).
  • Strong track record of problem solving and dealing with ambiguity.
  • Fundamental understanding of sales fluidity, specifically in reference to minimizing administrative functions and maximizing sales production.
  • Process oriented and data focused mindset with proven results in a B2B sales oriented environment.

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.





Not ready to apply?

Join Fisher's Talent Network