RIVO Holdings, LLC · 1 day ago
Sales Analytics Specialist
San Diego, CA
Full-time
Onsite
Entry Level
$26/hr - $33/hr
1+ years expRIVO Holdings, LLC is seeking a proactive and analytical professional to join their team as a Sales Analytics Specialist. This role involves managing and optimizing sales lead flow through data-driven decision-making, vendor coordination, and performance analysis to achieve sales goals.
Financial Services
Responsibilities
Strategically manage sales lead flow by analyzing staffing schedules, lead pulling trends, and lead performance data to make informed decisions on sales lead purchase flow in coordination with external vendors
Communicate sales lead performance trends and strategic recommendations to sales managers and stakeholders to ensure alignment on lead flow objectives and overall sales goals
Monitor vendor performance and analyze lead quality, conversion trends, and channel effectiveness to provide actionable insights and recommendations
Assist with vendor coordination, ensuring accurate lead delivery, issue resolution, and ongoing optimization of lead acquisition strategies
Extract, clean, and organize data from SQL databases, CRM systems, and other sources to ensure accuracy and consistency across reporting and analysis
Conduct routine audits to identify and troubleshoot data discrepancies across CRM, database, and vendor sources
Consolidate and visualize data in Tableau dashboards to identify trends, outliers, discrepancies, and key performance drivers
Collaborate cross-departmentally on special projects, reporting, and initiatives that support lead conversion and department objectives
Support recurring and ad‑hoc reporting needs, ensuring timely and accurate delivery of insights that guide sales strategy and operational decisions
Perform other duties and responsibilities as assigned
Qualification
Required
Associate's degree in Statistics, Business Analytics, Computer Science, or related field required
Minimum 1 year of experience working in a data‑driven role within sales, consumer operations, or business support
Prior experience working with SQL-based data sources for querying and database connection
Prior experience utilizing Tableau for data visualization and analysis
Strong analytical thinking, problem-solving, and basic statistical skills
Strong understanding of analysis techniques and experience creating reports that drive decisions
Excellent attention to detail, time management, and organizational skills
Strong written and verbal communication skills, with ability to work cross-functionally and present insights clearly
Strong proficiency in Microsoft Office, with advanced skills in Excel
Preferred
Bachelor's degree preferred
Vendor management experience a strong plus
Benefits
Optimal Work-Life Balance: Benefit from a schedule with no evening or weekend work – enjoy your weekends for relaxation and personal time
Childcare & Family Support: Receive up to $5,000 annually in childcare reimbursement to ease the balancing act of work and family & Exclusive access to comprehensive fertility treatment coverage to financially support your family-building journey
Stay Fit for Free: Join our FREE weekly group workouts and keep your health and energy levels at their peak
Company Events & Social Hours: Enjoy regular happy hours and company-wide events to celebrate achievements and build community with fellow employees
Padres Tickets: Catch a Padres game with exclusive access to season long raffle drawings in the RIVO ticket section. Go Padres!
Daily Perks: Savor FREE coffee, energy drinks, and snacks – fueling your productivity and satisfaction!
Parking & Commute Made Easy: Say goodbye to commuting hassles and high gas prices – enjoy a company-paid parking or MTS pass
Dedication Incentives: Opportunity to earn more money with our perfect attendance incentive – your dedication and reliability deserve recognition
Generous Time Off: Recharge and live your best life with company paid holidays and PTO each year
Comprehensive Health Coverage: Benefit from medical, dental, and vision plans with a 70/30 cost share—because your well-being is our priority
Secure Your Future: Take advantage of our 401(k) plan with employer matching to invest in your future with confidence
Company
RIVO Holdings, LLC
RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Newman
Chief Operating Officer
Alex Goodman
Executive Assistant To Chief Executive Officer
Company data provided by crunchbase