Sales Operations Analyst

at Kiavi
💰 $72k-$119k

Job description

Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs). We harness the power of data & technology to offer our customers a simpler, more reliable, and faster way to access the capital they need to scale their businesses.

Formerly known as LendingHome, we’re committed to helping REIs revitalize the approximately $25 trillion worth of aged U.S. housing stock to provide move-in ready homes and rental housing for millions of Americans across the country.

Combining our technology and industry expertise, Kiavi has grown to a team of over 400 and has won many awards over the years including Forbes Fintech 50, Finovate Awards, Best Digital Mortgage Platform, Fast Company’s Most Innovative Companies, and many more.

  • Loans Funded: $27 billion in loans funded
  • Homes financed: 100,000+ projects funded for our customers across the country
  • Geography: 45 states + D.C. where we lend to REIs so they can revitalize neighborhoods
  • Employees: Over 450 employees with competitive benefits and perks

This position can be based remotely in any of our approved hiring regions. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them. For those who prefer to work in-office, we have locations in San Francisco and Pittsburgh. We also plan to use these spaces to bring together teammates to drive creativity and innovation.


The Role

Kiavi is searching for a Sales Operations Analyst who can support all aspects of the day-to-day Sales function. This role is a mix of direct sales rep support, data integrity, tactical task execution, and task automation. The ideal candidate is highly detail oriented and comfortable getting in the weeds, but is always looking for ways to create efficiencies. You will join a team of stellar Sales and Marketing Operations analysts, and work closely with Sales Representatives, Sales Leaders, Marketing, and Cross-functional teams.

Responsibilities

  • Serve as the primary point of contact for Salesforce and Ops Console user support, addressing and resolving questions from the sales team.
  • Own daily, weekly and monthly “Run the Business” operations, such as lead/account assignment, data integrity updates, email triaging, and report building
  • Identify areas for improvement, optimize current tasks, and automate manual processes to enhance efficiency. We are always looking to reduce manual work.
  • Act as the first line of defense for production support bugs and feature feedback, filing Jira tickets on behalf of the sales team and escalating as needed.
  • Maintain comprehensive documentation for all sales processes and Run the Business tasks.
  • Actively learn about the “build” side of SalesOps, assisting with field creation, Flows, page layouts, and list views when possible.
  • Assist in new sales tool setup, training, rollout, onboarding, and adoption monitoring.
  • Create and maintain standardized reports and dashboards to monitor pipeline health, data integrity, and key performance indicators in Salesforce.
  • Support the hygiene and administration of Salesforce through routine data clean-ups and report notifications.
  • Execute quarterly projects aimed at elevating sales team efficiency and efficacy.
  • Assist in building out Salesforce tools for the New Construction team

Requirements

  • Bachelor’s degree
  • 1+ years experience in a Sales Operations capacity
  • Experience using Salesforce
  • Highly detail oriented
  • Excellent verbal and written communication skills
  • Ability to manage time effectively across multiple work streams, and juggle multiple projects
  • Strong analytical skills, thrives in a data rich environment
  • Experience collaborating effectively with business stakeholders, sales reps, and cross functional teams
  • Able to create thorough documentation of work

Kiavi takes a market-based approach to pay, and pay may vary depending on your location. Work locations are categorized into one of three tiers based on cost of labor for that geographic area. These ranges may be modified in the future.

Region 1 - $88,300 - $119,500 +  5% bonus benefits

Region 2 - $79,700 - $107,900 + 5% bonus benefits

Region 3 - $72,600 - $98,200 + 5% bonus + benefits

To find a location’s tier, please refer to https://kiavi.com/compensation. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific base pay range for your preferred location during the hiring process. Please note that the pay range listed above reflects the base salary only, and does not include the target value benefits.


Benefits and Perks

  • Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost.
  • Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents.
  • Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary.
  • Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation.
  • Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it’s approved by their manager.
  • Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers.
  • 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $6,000 (whichever is less). All employer contributions are immediately vested.

Protect yourself from recruitment scams:

  • If you are offered an interview or a role with Kiavi, this will be communicated with you through email, via an official email address ending in @kiavi.com or @lendinghome.com.
  • You will never be asked for payments of any kind during the process.
  • We also never communicate with candidates via Whatsapp at any point during the recruitment process.
  • We won’t ask for personal information or data via text message. If you have any concerns regarding how genuine a text message is, please contact your recruiter.
  • You can find our official Kiavi careers page here. We advise you to check that the page details and website addresses match if you have any concerns.

Kiavi is an Equal Opportunity Employer San Francisco Fair Chance Ordinance Police Code, Article 49

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