Gusto · 13 hours ago
Senior Sales Operations Analyst - Health Insurance
Gusto is a company focused on growing the small business economy by handling essential services like payroll and health insurance. They are seeking a Senior Sales Operations Analyst to enhance productivity for their Health Insurance Sales team through data-driven insights and AI-powered solutions.
Bookkeeping and PayrollEmployee BenefitsEnterprise SoftwareFinancial ServicesFinTechHuman ResourcesSaaSSoftware
Responsibilities
Develop, automate, and maintain reports and dashboards that track performance, funnel metrics, pipeline health, SLAs, and representative productivity
Work collaboratively with RevOps, Finance, Marketing, and Analytics teams to generate operational reports, revenue insights, and forecasting models
Create metrics and dashboards for sales performance to ensure data accuracy, consistent definitions, and clear documentation
Actively identify and prototype AI tools (such as content generation, analytics copilots, and call coaching) to eliminate manual friction in the sales process
Collaborate with Sales, BizTech, Product, and Enablement teams to integrate AI into daily sales activities, improving both efficiency and effectiveness
Examine existing workflows and rep performance to pinpoint bottlenecks and offer actionable recommendations that link data insights to automation and process enhancements
Identify workflow bottlenecks and refine processes and tools to enhance conversion rates, sales efficiency, and customer experience using data insights and feedback
Collaborate with Sales Enablement to document processes, create playbooks, and ensure that any changes are effectively communicated and embraced by the sales team
Provide daily support to HI Sales leadership and representatives across the organization by handling ad-hoc data requests, routing inquiries, resolving process issues, managing account assignments, and conducting one-off investigations
Troubleshoot reporting issues, broken workflows, missing Salesforce data, and gaps in pipeline visibility, providing fast and accurate solutions
Translate sales challenges into clear business requirements, then collaborate cross-functionally to design solutions or implement long-term improvements
Work closely with Sales Leadership, RevOps, Finance, BizTech, and Product teams to ensure alignment and remove obstacles to progress
Manage change effectively by providing regular updates to stakeholders, including managers and senior leadership, on project timelines, challenges, and outcomes with clear communication
Act as a trusted advisor, providing structure, insights, and clarity to complex or ambiguous issues
Qualification
Required
5+ years in Sales Ops, RevOps, or a similar analytical GTM role, ideally in a fast-paced SaaS or Fintech environment
Strong Salesforce proficiency - you know how to identify data issues, audit pipeline problems, and create reports and dashboards that sales reps and leaders actually use
Proficient in creating reports and dashboards using Salesforce, Tableau, Looker, Excel, and Google Sheets
Skilled at evaluating AI tools and automation solutions to identify opportunities for improving productivity. Experienced in prototyping simple workflows and incorporating AI into operational processes (no engineer-level skills required)
Excellent communication skills with the ability to simplify complex information for stakeholders, providing written and verbal updates that align senior leadership with stakeholders
A first-principles problem solver capable of breaking down ambiguous issues, testing hypotheses, and developing structured solutions
Exceptionally organized & detail-oriented, capable of managing multiple projects and recurring workflows while ensuring data quality and operational reliability
A strong partner to sales, able to tackle daily challenges and create solutions that improve their experience and efficiency. Proven experience supporting teams with competing priorities
Preferred
Experience in payroll, HR tech, or SMB SaaS go-to-market motions
Experience designing or implementing automations, AI workflows, or similar tooling
Track record of building strong cross-functional relationships across Sales, BizTech, and Analytics
Experience building systems to support new sales motions
Comfort with fast iteration, experimentation, and testing in live sales environments
Benefits
Health Insurance
401(k)
Company
Gusto
Gusto is an HR and payroll platform that simplifies complex tasks, empowering businesses to focus on what matters most.
H1B Sponsorship
Gusto has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (49)
2024 (54)
2023 (19)
2022 (37)
2021 (24)
Funding
Current Stage
Late StageTotal Funding
$746.1MKey Investors
Friends & Family CapitalT. Rowe PriceAkkadian Ventures
2023-01-28Series Unknown
2022-05-12Series E· $55M
2021-08-10Series E· $175M
Leadership Team
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