Roostify is transforming the mortgage industry with an innovative and integrated platform that’s streamlining the entire digital lending experience. We believe that home lending should be a fair, fast, and transparent experience. Our software is used by banks across the country to improve lending experiences every day. We are a team of innovative thinkers on a mission to reinvent the lending experience so people can accelerate their future.
In this role, you will be joining the Revenue Operations (RevOps) Team with the mission of driving bookings across the customer lifecycle through the use of technology and data. As an Analyst on this team you will be joining as a generalist, gaining exposure to a broad set of data covering the Marketing, Sales, and Customer Success teams. This role will be a great fit for you if you are passionate about scalability, efficiency, and creative problem solving in an open environment.
Help automate and expand on existing reporting capabilities with the potential to own the creation of all weekly/monthly/quarterly reports
Monitor and refine KPIs used to measure the health of the business
Assist in optimizing Salesforce and other systems to better serve the needs of the Revenue Organization through the use of dashboards
Become the owner and SME of all proprietary data inside our data warehouse for the Revenue Organization with the goal of uncovering key insights to drive bookings
Present finding and insights from all data sources to Revenue Leadership
Routinely audit systems to improve data quality, and identify areas for process improvements
Support Marketing/Sales in territory management, target planning, etc.
SKILLS & EXPERIENCE
2+ years of professional experience, ideally in consulting, banking, VC/PE, corporate strategy, or similar analytics role
Must haves: deep Excel or Google Sheets proficiency, confidence in data visualization skills (Looker, Tableau, Einstein Analytics), Powerpoint or Google Slides expertise
Nice to haves: previous experience in Sales Operations or Strategy, Salesforce experience, experience with or desire to quickly learn SQL/SOQL
Who you are: intellectual curiosity, strong analytical skills, process/operational mindset, flexible and comfortable with ambiguity, master communicator (written and verbal)
BENEFITS & PERKS
At Roostify we know that people do their best when they feel their best; we care about our people and want them to thrive. Here are some of the benefits we’re proud to offer:
Competitive Salary & Equity Packages
Health, Dental, and Vision Plans
Flexible Vacation Time
Fitness/Wellness Discount through ClassPass
Roostify is an Equal Opportunity Employer
At Roostify we have a value of People First. We strive to provide the best experiences to our employees and candidates. We consider applicants without regards to race, color, national origin, sex, age, religion, sexual orientation, gender identity, veteran status, marital status, physical or mental disability, or other protected classes under all local, state, and federal laws and ordinances. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.