Pretium Enterprise Services, India · 1 week ago
Sales Operations Analyst
Charlotte, NC
Full-time
Onsite
Entry Level
1+ years expDeephaven Mortgage is a leader in non-QM lending, dedicated to providing innovative mortgage solutions. The Sales Operations Analyst will collaborate with Sales teams to define project requirements, analyze data, and enhance business operations through effective communication and project management.
Financial Services
Responsibilities
Partner with stakeholders, business SMEs, vendors, and technology team members to define project scopes, objectives, schedules, resourcing, budget, gap analysis, training needs, P&P updates, and implementation goals that drive product enhancements and projects through requirement gathering sessions
Identify and document all project and enhancement related issues, assumptions, constraints. dependencies, risks, roadmaps, process flows, solutions, and decisions
Track, manage, and document all project or enhancement related tasks in the project management software utilizing agile methodology and holding responsible parties accountable for adherence to delivery deadlines
Coordinate all project and enhancement related communications including status, timelines, updates, risks, budgeting, accountability, and decision making
Coordinate Training and Communications for impactful system changes as needed
Qualification
Required
Bachelor's degree or equivalent work experience
1+ years of Business Analyst and/or Project Management experience
Experience with Asana or other PM software
Strong foundation in Project Management Methodologies, especially Agile
Ability to effectively communicate verbally and in writing to both business units and development team members
Strong understanding of a technology ecosystem and how the systems work to support business goals
Ability and willingness to learn quickly
Must maintain thorough documentation and show excellent attention to detail
Strong ability to task switch effectively and manage multiple priorities
Experience using Salesforce or another industry standard CRM
Experience with MS Office products (Excel, OneNote, Outlook, PowerPoint, Visio, and Word)
Advanced Excel Skills (pivot tables, v lookups)
Works well in a collaborative environment that is high energy and drives towards goals
Ability to be adaptable and manage ambiguity from the business units
Aptitude to continually learn new areas of the business, technology, and the PMO
Ability to work in office in the Ballantyne area of Charlotte
Preferred
1+ years of Mortgage or Financial Industry experience is a plus
Benefits
Flexible Time to Recharge – Personalized Time Off for What Matters (because rest isn't one-size fits all)
Generous employer-matched 401(k) plan
Philanthropy Committee that creates charitable initiatives
Comprehensive health insurance starting on day one of employment
Competitive maternity and paternity leave
Culture Committee with team-building events and celebrations
Encouraging thought leadership and innovation
Mentorship opportunities for career development
Exclusive discounts on travel, tech, pets, legal, and more
Company
Pretium Enterprise Services, India
Pretium Enterprise Operations India Private Limited (PES India) is a subsidiary of Pretium Partners, LLC.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase