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  1. Home
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  5. Sales Operations Analyst
SWBC logo

Sales Operations Analyst

Not Disclosed•Full-TimeOn-site

location_on1577, West Lynwood Avenue, Keystone Park, San Antonio, Bexar County, Texas, 78201, United States

Apply Now

About the Role

SWBC is seeking a talented Sales Operations Analyst to partner with sales leadership, product owners, and financial analysts. In this position, you will manage sales data and analytics, align sales strategy, and evaluate the general health of sales processes and customer relationship management (CRM) systems.

You will be part of a diverse and collaborative team where your work directly influences executive decision-making. As a Sales Operations Analyst, you will play a key role in designing and driving sales performance management through data-driven insights. This role offers significant executive exposure, providing a platform to share ideas, promote change, and focus on excellence.

Hiring Process

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Work location

Work model: On-site

location_on

1577, West Lynwood Avenue, Keystone Park, San Antonio, Bexar County, Texas, 78201, United States

San Antonio, Texas

Key Responsibilities

  • check_circleCollaborate with Sales and Product leadership to develop and monitor sales goals
  • check_circleOversee sales commissions processes and maintain data integrity of sales pipelines
  • check_circlePresent data findings to business leaders and provide recommendations on information use

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Evaluate the general health of sales processes and customer relationship management processes
  • check_circleCross-train and assist in routine sales and product reporting tasks
  • check_circleIdentify new reporting opportunities including financial health and market analysis
  • Requirements

    • verifiedBachelor's degree in quantitative analytics field such as Accounting, Business Analytics, Actuarial Sciences, Finance, Economics, Business or related field
    • verifiedExperience in accounting/business/financial analytics required
    • verifiedKnowledge of business best practices, processes, and laws
    • verifiedSalesforce or other CRM experience preferred
    • verifiedAbility to collect and analyze data
    • verifiedVerbal and written communication skills
    • verifiedAbility to manage and prioritize deadlines
    • verifiedAbility to communicate and interact effectively
    • verifiedAbility to work collaboratively and build relationships
    • verifiedPre-employment drug testing required
    • verifiedDoes not hire tobacco users

    Nice to Have

    Salesforce or other CRM experience

    Benefits & Perks

    check_circleVariety of healthcare coverage optionscheck_circleTraditional and Roth 401(k) retirement planscheck_circleLucrative Wellness Programcheck_circleLeadership Academy and Mentor Programcheck_circleContinuing education and career certificationscheck_circleEmployee engagement activities and recognition awardscheck_circleYears of Service awards
    SWBC cover image
    SWBC logo
    Company

    SWBC

    Industry

    Financial Services

    Headquarters

    San Antonio, TX

    Open Roles

    4

    We don’t just provide financial services, we empower you to focus on the things that matter most to your business.

    SWBC is a diversified financial services firm headquartered in San Antonio, Texas, established in 1976 by Charlie Amato and Gary Dudley. The company operates on a foundation of prioritizing client needs and delivering excellent customer service. As an international entity, SWBC offers a broad array of quality financial products and services designed to help financial institutions, businesses, and individuals achieve their specific goals. The organization holds licensing to market and service various financial products across all 50 states, delivering solutions through multiple wholly-owned subsidiary corporations. The firm distinguishes itself through a steadfast commitment to security and consistent investment in advanced technology. SWBC also places significant value on its workforce, investing in team members to foster growth and development. A robust marketing team supports the company's relationship-based approach, ensuring strong connections with stakeholders. These operational pillars allow SWBC to maintain a versatile presence in the financial sector while adhering to its core principles of service and client focus.
    View company profilearrow_forwardlanguageWebsitelinkLinkedIn
    Quick Overview

    Experience

    Mid Level

    Education

    Bachelor's degree in quantitative analytics field required

    Job Type

    Full-Time

    Skills Required

    SalesforceCRMAccountingBusiness AnalyticsActuarial SciencesFinance
    $124k-212karrow_forward
    Recrutus

    Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

    Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

    publiclanguageshare
    Job seekers
    Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
    Job types
    Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
    Top states
    Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
    Top categories
    Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
    Popular skills
    CDL-A jobsRegistered Nurse jobsBLS jobsExcel jobs
    Featured employers
    Company
    About usFAQContactPrivacy policyUS privacy notice

    Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

    © 2026 Recrutus. All rights reserved.
    Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
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