Sales and Operations Analyst

Job Description

About Velocity: - Velocity is building the future of financial services for new-age businesses in India. Our vision is to build products that empower new age businesses by solving multiple growth problems for them. Through revenue based financing, we provide the easiest and fastest way out there to raise growth capital to fulfill marketing and inventory spends of online businesses. Through Velocity Pay, we aim to simplify your business payments with our all-in-one solution. Easily manage invoices, make payments through multiple methods, and seamlessly reconcile transactions. Through Velocity Insights, we unleash the power of your data to drive better business decisions We are a series-A funded start-up, building new fintech products for small businesses. Founders are IIT-IIM alumni, with prior experience across management consulting, venture capital and fintech startups. We are driven by the mission to empower small business owners with technology and dramatically improve their access to financial services. We have raised a total of $30M across 2 rounds of funding and are backed by some of the most marquee global investors including Peter Thiel's Valar Ventures. We are looking for a proactive and detail-oriented Sales Operations Analyst with 2+ years of experience to support our sales team with data-driven insights, reporting, and process optimization. The ideal candidate should be highly skilled in Excel, PowerPoint, dashboard creation, and Salesforce CRM management. Key Responsibilities: Collect, analyze, and interpret sales data to support business decisions. Prepare and maintain interactive dashboards and reports to track KPIs and sales performance. Assist in preparing business review presentations and sales performance reports for leadership. Manage and maintain data accuracy within Salesforce CRM. Identify process inefficiencies and support implementation of improvements. Collaborate with cross-functional teams (Sales, Marketing, and Finance) to align sales strategies. Support sales forecasting, territory planning, and pipeline analysis. Provide administrative and operational support to the sales team as needed. Required Skills & Qualifications: Bachelors degree in Business, Analytics, or a related field. Minimum 2 years of experience in sales operations or a similar analytical role. Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, charts, formulas). Strong experience in creating PowerPoint presentations for leadership and stakeholder meetings. Hands-on experience in dashboard creation and data visualization (Excel, Power BI, or similar tools). Proficiency with Salesforce CRM – data management, reporting, and user support. Excellent attention to detail, analytical thinking, and problem-solving skills.