Fisher Investments logo
Join Fisher's Talent Network

Sales Operations Analyst - Relocate to Camas, WA (2019-8444)

Washington, DC, United States


Job Description


Note: This role requires relocation to Camas, Washington, which is near the Portland, Oregon metro area.


Our 401K Solutions division is growing and we need an Operations Analyst to help drive alignment between Marketing, Sales and Client Service. We’re looking for an analytical problem solver – someone who loves looking at a question from all angles and using data to find a solution.

The Opportunity:

The 401K Solutions team offers an opportunity for small and medium sized businesses to provide retirement benefits to their employees. In order to grow this segment of our business, we need someone to provide insights, support, analytics, forecasting, and change management to ensure that our business processes are designed to drive revenue and client experience. This is a detail oriented role geared towards driving continuous improvement.

The Day-to-Day:

  • Prepare, modify and maintain weekly and monthly management reporting on KPIs relevant to sales, and service
  • Contribute to high level analytics on team efficiency, and other ad-hoc analysis that guides a data-driven business strategy
  • Assist in the maintenance of the revenue generation tech stack, namely dialers and list management, and cloud based sales enablement tools
  • Configure & maintain Salesforce to satisfy business requirements (workflows, reports/dashboards, custom apps and objects)
  • Develops problem solutions by describing requirements in a work-flowchart and diagram; studying systems capabilities; analyzing alternative solutions; preparing additional requirements documentation
  • Identify project requirements by working with key stakeholders throughout sales, service and marketing
  • Work cross-functionally with Marketing, Business Planning, Service and Sales to ensure smooth operation of the business

Your Qualifications:

  • 2+ years in a sales or operations analyst role
  • Bachelor’s in Business Administration, Mathematics, Economics, or other related field, or equivalent work experience
  • Intermediate to advance Excel skills
  • Experience with sales engagement platforms


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
  • 8 week paid Primary Caregiver Parental Leave
  • 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 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

Similar Jobs