Sales - Operations Analyst (NY Remote)

🌍 Remote, USA 💹 Full-time 🕐 Posted Recently

Job Description

    Description
  • Serve as the operational backbone of KBRA Analytics’ high-growth sales engine, translating every prospect conversation into a flawlessly executed contract that protects revenue, accelerates deal velocity, and delights clients.
  • Own the end-to-end contract lifecycle—from initial intake through redlines, approvals, signature, and post-execution amendments—while juggling 50+ concurrent deals ranging from $5K pilots to seven-figure enterprise licenses.
  • Draft, customize, and negotiate standard and non-standard agreements (MSAs, NDAs, SOWs, renewals, upsells) that precisely reflect negotiated commercial terms, license metrics, pricing tiers, and data-usage rights, ensuring zero revenue leakage or compliance exposure.
  • Act as the primary point of contact for client procurement, legal, and finance teams during the contracting phase, fielding questions on invoicing schedules, renewal triggers, user-count definitions, and data-security addenda with confidence and clarity.
  • Build and continuously refine a scalable contract playbook that standardizes fallback positions, clause libraries, approval matrices, and exception logs, cutting average redline cycles by 25% within your first six months.
  • Partner daily with Sales Directors to translate complex product configurations into simple, accurate order forms; you’ll translate “we need 3-year access to KBRA CreditLens for 150 named users plus API feeds” into a bullet-proof document in under 30 minutes.
  • Coordinate cross-functional reviews with Legal (risk), Finance (revenue recognition), and Administration (security & privacy) to secure approvals in <48 hours, escalating only when strategic exceptions threaten margin or policy.
  • Maintain the CRM contract repository (Salesforce) with meticulous metadata—close dates, renewal flags, pricing indexes—so leadership can run real-time pipeline and churn-forecast dashboards without manual scrubbing.
  • Design and deliver monthly “Deal Desk” reports that spotlight bottlenecks, win/loss insights, and pricing trends, influencing product packaging and discount policy for the next quarter.
  • Champion the client experience: proactively communicate status, set clear expectations, and shepherd every stakeholder through e-signature, ensuring NPS scores for the contracting phase stay above 70.
  • Support ad-hoc strategic initiatives such as M&A integration, new product launches, or geographic expansion by rapidly drafting region-specific templates and training sales teams on updated workflows.
  • Contribute to a culture of continuous improvement by leading quarterly retrospectives, A/B testing new clause language, and mentoring junior analysts on negotiation tactics and systems hygiene.
    Requirements
  • 2–4 years of experience in SaaS or financial-information services, managing high-volume, high-complexity contracts or order management cycles.
  • Demonstrated fluency with Salesforce CPQ or equivalent quoting tools; advanced Excel skills for pricing scenario modeling.
  • Bachelor’s degree in Business, Finance, Legal Studies, or related field; paralegal certification or familiarity with contract law strongly preferred.
  • Proven ability to multitask under tight deadlines—comfortable toggling between 10+ active negotiations while maintaining 99% accuracy.
    ️ Benefits
  • Fully remote-first culture with quarterly in-person team summits in NYC and flexible PTO policy.
  • Comprehensive medical, dental, and vision coverage starting day one, plus 401(k) with 6% company match.
  • Annual professional-development stipend of $3,500 for certifications, conferences, or advanced coursework.
  • Equity participation through KBRA’s employee stock-purchase plan, aligning your success with firm performance.

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