Sales Operations Analyst

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

Responsibilities:

• Assist in designing, documenting, and improving sales processes and workflows to enhance efficiency and streamline operations.

• Collaborate with cross-functional teams to ensure seamless handoffs and alignment between sales, marketing, and operations.

• Gather and analyze sales data to provide actionable insights and recommendations to the Sales Operations Lead and sales teams.

• Contribute to the creation of sales performance dashboards, KPI reports, and forecasts.

• Support the implementation and ongoing management of CRM systems and other sales-related technologies.

• Provide training and guidance to sales teams on how to effectively utilize technology tools to optimize their activities.

• Assist in the development and maintenance of sales collateral, presentations, and training materials to enable the sales team's success.

• Help ensure that sales teams have the necessary tools and resources to effectively engage with prospects and clients.

• Act as a liaison between sales and other departments, facilitating communication and knowledge sharing to support a cohesive approach to business development.

• Assist in coordinating integrated campaigns and initiatives that align with sales strategies.

• Assist with administrative tasks, including scheduling meetings, preparing meeting materials, and maintaining documentation related to sales operations.

• Identify opportunities for process improvements and efficiencies based on industry best practices and data analysis.

• Collaborate with the Sales Operations Lead to implement changes and monitor their effectiveness.

 Qualifications:

• Bachelor's degree in Business, Finance, or a related field.

• 3-5 years of experience in sales operations or a related role within the financial services industry, preferably banking, with exposure to both B2B and B2C environments.

• Proficiency in data analysis and reporting tools; experience with CRM systems (Salesforce) is a plus.

• Strong attention to detail and the ability to handle and analyze complex data sets.

• Excellent organizational skills with the ability to manage multiple tasks and priorities.

• Strong interpersonal and communication skills to collaborate effectively across teams.

• Analytical mindset with the ability to draw insights from data and recommend improvements.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).

• Eagerness to learn, adapt, and contribute to a collaborative team environment.

The duties lis