Sales Operations Analyst

Broadridge is hiring! We are seeking a Sales Operations Analyst to work in our San Diego office. In this role you will be responsible for performance reporting, analytical data modeling and insight, targeting and alignments, as well as assisting in CRM development and integration. In addition you will actively collaborate with leadership in Sales and Sales Operations.

Responsibilities include:

  • Lead management and tracking
  • Sales forecasting
  • Data analysis
  • Reporting
  • Support sales management
  • Systems and process improvements
  • Participation in a migration to SalesForce


  • Bachelor’s degree in Finance or a related field of study
  • 5 years of relevant experience
  • Strong experience in Microsoft Excel and Access
  • Ability to communicate and work effectively with technology areas, business partners and sourced groups
  • Excellent communication, oral and written skills
  • Critical and analytical thinker
  • administration
  • Ability to conduct precise execution

About us:

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,700 full-time associates in 14 countries.

Broadridge helps financial institutions and corporate issuers in two ways, through technology and operations outsourcing, and across a number of business categories. Because of our deep experience and world-class capabilities, our clients entrust us with mission-critical responsibilities. Across a wide range of needs, Broadridge offers not only services, but solutions for your business.

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here to view the “EEO is the Law” poster.

“Our Associates Matter, Everyone Benefits from Diversity & Inclusion,

Diverse & Inclusive Teams Drive Growth”


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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