Now Hiring - Dimensional Fund Advisors, Inc. - Financial Services Analyst, Sales Operations in Charlotte, NC

Full description of the position

Notes to applicants:

• Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

Job Description:
The Analyst, Sales Operations will be responsible for the support of several strategic software products within Dimensional’s sales team, including a global CRM system and email automation tool. The role will interface with internal business customers and Technology teams. Daily work will focus on performing various product support, process support, and project contributor functions to develop efficient sales operations.

This position falls within the cross-functional CRM Product Team, whose mission is to enable the CRM ecosystem to drive the business processes and insights needed to create a holistic view of Dimensional’s global client relationships. The Global Client Group (GCG) Sales Operations division supports the day-to-day operational needs of the Sales group in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support.

Responsibilities:

• Triage and provide complex product support for global users across various sales tools within the CRM ecosystem

• Partner with Technology and vendors to determine root causes of problems, providing sensible and deliberate solutions to users

• Create, update, and follow process runbooks as needed

• Create effective content for communications of product activities, presenting in small forums and team meetings

• Complete user data requests and verify the integrity of data, ensuring compliance with data privacy regulations

• Liaise between Sales/Marketing and Technology, understanding how to collaborate and communicate with both groups effectively

• Contribute to projects in a business analysis function by documenting business and technical requirements and testing functionality

• Build relationships with global sales team and other departments to develop a robust understanding of business processes, client service offerings, and how teams use client systems

Qualifications:

• Bachelor's degree required

• 1-2 years’ experience in business analysis, operations, technology support or similar role, including internships

• Excellent computer skills: Microsoft Office, Excel (pivot tables, vlookups), etc.

• Strong analytical mindset; creative problem-solving skills and ability to make decisions with imperfect information

• Extreme attention to detail

• Strong intellectual curiosity and desire to learn

• Dedicated team player with the ability to work independently

• Experience with Microsoft Dynamics (or similar CRM software) and testing tools such as Confluence and JIRA a plus

• Understanding of Agile principles and experience in the Financial Services Industry a plus

#LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Job Type: Full-time

Pay: $75,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: Hybrid remote in Charlotte, NC 28203