Coalition is the world's first Active Insurance provider designed to help prevent digital risk before it strikes. Founded in 2017, Coalition combines comprehensive insurance coverage and innovative cybersecurity tools to help businesses manage and mitigate potential cyberattacks.
Opportunities to make an impact with bold thinking are real—and happening daily at Coalition.
About the role
As the Sales Operations Analyst (Territory & Pipeline Management), you will play a pivotal role in optimizing our GTM territory management to drive revenue by partnering closely with GTM Leadership and Field Team members. Your capacity as a field operator is an integral component to achieving Coalition’s growth goals by furthering Revenue Operations / Executive Level objectives with field sales and underwriting teams.
Your responsibilities will encompass a wide range of activities, including reporting and analyzing field activity, performance, resource allocation and owning the delivery of visibility and insights throughout our field organization. Additionally, you will drive process and tooling enhancements by gathering requirements from the GTM Team and translating into workflow process design and tooling transformation within 3P and proprietary systems.
This role requires candidates to excel in analyzing complex data, building interpersonal relationships, and enabling results driven alignment with leaders.
You value working in rapidly evolving environments highly impacted by your actions. You are resourceful, collaborative, and above all, exhibit a strong ownership mentality. This means leveraging your understanding of organizational dynamics to proactively identify and execute deliverables in a timely and accurate manner. You are always eager to learn new things and uplevel yourself and those around you. You will have agency to develop frameworks to cut through pipeline noise, enabling GTM members to better focus on key deals and relationships
Responsibilities
Territory / Pipeline Analysis:
- Implement and manage best in class territory management practices
- Continuously analyze GTM performance across all revenue levers
- Engage directly with revenue and insurance leadership to drive internal change
- Provide weekly, monthly, and quarterly analysis to all levels of the GTM organization to maximize field output and process efficiencies
- Own delivery, ongoing support, and analysis of sales action plans with GTM leaders and Field members
Reporting and Analytics Skills:
- Develop and maintain reports and dashboards that provide insights into operational performance, sales pipeline management, competitive intelligence, and key performance indicators (KPIs)
- Leverage KPI and leading indicator analysis to identify trends, areas of improvement, and present findings to leadership that inform solution design and operational implementation
- Develop performance dashboards that showcase key activity and KPI metrics reviewable by the entire organization, and used to provide insights to drive success across the GTM organization and externally
Business Intelligence & Process Optimization
- Present individual, zonal, and macro level trends to senior GTM leadership on continuous cadence
- Leverage identified trends to drive process, technical, and workflow improvements across GTM org
- Partner with XFN department stakeholders to identify and prioritize tooling enhancements to derive insights and drive revenue
Skills and Qualifications
- Bachelor's degree in Business, Finance, or a related field
- 2+ years of experience in sales operations or a similar role within the financial services sector (sales operations, management consulting, finance, analytics, etc.)
- Strong expertise in data analysis, with experience using BI tools like Looker or Tableau; CRM systems such as Salesforce (FSC and/or CRMA), and analytics tools such as GSuite, and Excel
- Experience partnering with technical Product and Engineering teams to drive field efficiency
- Exceptional problem-solving and analytical skills
- Excellent communication and presentation skills
- Ability to work independently and manage multiple projects simultaneously
Bonus Skills
- Commercial insurance and/or cybersecurity industries experience
- Data Science, Coding, and/or Tooling Admin experience
- MBA
Perks
- 100% medical, dental, and vision coverage
- Flexible PTO
- Annual home office stipend and WeWork access
- Mental & physical health wellness programs like Headspace, Lumino, and more!
- Competitive compensation and opportunity for advancement
Work at Coalition is centered on the joint mission to Protect the Unprotected. We have built a remote-first, highly inclusive culture that welcomes people from diverse backgrounds. We trust each other to take responsibility, share ownership of outcomes, and put in the work together to protect businesses from digital risk. Coalition’s exceptional growth stems from its ability to address real-world problems for organizations of all sizes while remaining true to our founding values of character, humility, responsibility, purpose, authenticity, and inclusion.
We’re always looking for collaborative, inquisitive individuals to join #OurCoalition.
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Privacy Notice
Coalition is committed to protecting your privacy and handling your personal information responsibly. We collect, use, and store personal information as necessary for the recruitment process and in compliance with applicable privacy laws and regulations in all regions where we operate. We want you to understand what personal information we collect, how we use it, and your rights regarding access, correction, and deletion of your data where applicable. Information submitted, collected, and processed as part of your application is subject to Coalition's Privacy Policy. For further details, please review our full Privacy Policy or contact us with any questions regarding how your information is handled.
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Anti-Discrimination Notice
Coalition is proud to be an Equal Opportunity employer. Our policy is to provide equal employment opportunities to all individuals, without discrimination or harassment on the basis of any characteristic protected by applicable laws in each country where we operate. This commitment includes, but is not limited to, ensuring equal treatment in recruitment, selection, training, promotion, transfer, compensation, and all other aspects of employment. Coalition does not tolerate discrimination or harassment of any kind, and we are dedicated to fostering an inclusive and supportive workplace.
Accommodations
Coalition is committed to providing reasonable accommodations to qualified individuals with disabilities, including applicants and employees, in accordance with applicable laws and regulations in each country where we operate. Our policy is to support equal opportunity in the hiring process by considering qualified applicants regardless of disability or other protected characteristics, unless providing accommodation would impose an undue hardship or disproportionate burden. If you require accommodation to complete an application, interview, pre-employment testing, or participate in the selection process, please contact us at [email protected]. We also consider all qualified applicants, including those with criminal histories, in line with applicable laws and regulations in each jurisdiction.
To all potential candidates: Coalition primarily does not use third-party recruiting services. Potential candidates will only be contacted by Coalition, Inc. during the recruitment process. You can always verify any opportunity on our official careers page http://www.coalitioninc.com/careers.
To all recruitment agencies: Coalition does not accept unsolicited agency resumes. Do not forward resumes to our email alias, employees, or other physical or virtual organization locations. Coalition is not responsible for any fees related to unsolicited resumes.
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