Description
About Payliance
Founded in 2007, Payliance is a trusted leader in payments processing, serving businesses across lending, e-commerce, and collections industries. With over $63 billion processed annually, Payliance supports more than 40,000 merchant locations and over 350 lending clients, enabling them to streamline payment acceptance, reduce costs, and mitigate fraud risks.
Our Payments-as-a-Service platform processes over 162 million transactions annually, ensuring secure and reliable payment processing. With more than 20 years of industry expertise, Payliance supports Automated Clearing House (ACH), Credit/Debit Cards, Real-Time Payments (RTP) Remote Created Checks (RCC), and more and integrates with leading Loan Management Systems.
Backed by Serent Capital, a growth-focused private equity firm, Payliance continues to drive innovation and deliver measurable value to its clients.
About the Role
The Sales Operations Analyst plays a critical role in enabling sales productivity, forecast accuracy, and operational rigor across the Sales organization. This role partners closely with Sales Leadership, Marketing, Finance, and Customer Success to turn data into insights, improve processes, and ensure the sales team is equipped with the tools, reporting, and structure needed to scale efficiently.
What You’ll Do
- Sales Performance & Reporting: Collect, analyze, and interpret sales data to deliver actionable insights. Build and maintain dashboards and recurring reports to track KPIs, pipeline health, and overall sales performance.
- Forecasting & Pipeline Management: Partner with Sales Leadership to support accurate forecasting and pipeline analysis using historical data, trends, and CRM insights.
- CRM Ownership & Data Hygiene: Own day-to-day CRM administration (e.g., Salesforce, HubSpot), ensuring data accuracy, consistency, and adoption. Develop and monitor hygiene reporting (aging, late-stage opportunities, stalled deals).
- Process Optimization: Evaluate, refine, and implement scalable sales processes that improve efficiency, consistency, and visibility across the sales organization.
- Sales Enablement & Support: Provide operational support including territory management, account assignments, quota setup, and tool training for sales users.
- Cross-Functional Collaboration: Partner with Marketing, Finance, Product, and Customer Success to align on go-to-market initiatives, compensation planning support, and customer experience improvements.
- Meetings & Cadence Support: Assist in planning and delivering Monthly All Sales meetings, Sales Kickoff activities, and leadership presentations.
Success Metrics (KPIs)
- Forecast Accuracy & Pipeline Visibility
- CRM Data Completeness and Hygiene
- Timeliness and Quality of Sales Reporting
- Adoption of Sales Processes and Tools
- Sales Team Satisfaction with Operational Support
Work Environment
Remote-first role with regular collaboration across teams. Occasional travel (approximately 10%) for sales meetings, planning sessions, or company events.
Equal Employment Opportunity
Payliance is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for everyone. Discrimination or harassment of any kind—based on race, color, sex, religion, sexual orientation, gender identity, national origin, age, disability, genetic information, or pregnancy—is not tolerated. We also ensure that qualified individuals with disabilities are treated fairly in all aspects of employment. Reasonable accommodations are available throughout the application and employment process. If you need an accommodation, please contact Human Resources.
Requirements
What You’ll Bring
- Experience: 2–4 years of experience in Sales Operations, Sales Analytics, or a related role.
- Analytical Strength: Strong ability to interpret complex data sets and translate insights into clear recommendations.
- Tools & Systems: Hands-on experience with CRM platforms (Salesforce, HubSpot) and strong Excel skills (formulas, pivots, visualizations). Exposure to BI tools (Tableau, Power BI) is a plus.
- Communication: Clear, concise written and verbal communication skills with the ability to present insights to senior leaders.
- Execution Mindset: Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.
Nice-to-Have
- Familiarity with sales compensation structures and incentive plans
- Experience supporting PE-backed or high-growth sales organizations
- Exposure to AI-enabled productivity or analytics tools