Sales Ops Specialist

Description

Company Description

Bridgewise is a pioneering technological research company that leverages proprietary AI-based analysis and language models to provide comprehensive insights into global stocks in multiple languages. Our mission is to bridge the knowledge gap in the investment world and empower investors to become "super-investors". With our generative AI technology integrated into brokerage platforms and financial institutions' infrastructures, we offer instant fundamental analyses of global stocks, enabling informed investment decisions for millions of investors worldwide.

Requirements

• 1-3 years of experience in Sales Operations within a B2B environment, preferably in SaaS.
• Strong analytical mindset with a data-driven approach to revenue growth.
• Proficiency in data analysis, reporting, and revenue forecasting.
• Experience with CRM systems, financial tools, and analytics platforms (e.g., HubSpot, Gong, Excel).
• Ability to collaborate cross-functionally with Sales, Marketing, Finance, and Customer Success teams.
• Excellent communication, problem-solving, and strategic thinking skills.
• Self-starter with strong organizational skills, attention to detail, and a process-oriented mindset.
• Bachelor’s degree in Industrial Engineering and Management, Information Systems, Business Administration
  
  

• Own forecasting, Sales pipeline analysis, and revenue tracking to support data-driven decision-making
• Identify bottlenecks in the sales process and implement solutions to improve efficiency and effectiveness across the sales funnel.
• Maintain and improve CRM systems (e.g., Salesforce, HubSpot), ensuring data integrity, automating workflows, and supporting end-user adoption.
• Generate and analyze sales reports and dashboards, track KPIs, and provide actionable insights to sales leadership and cross-functional stakeholders.
• Collaborate with marketing, product, and sales leaders to ensure the team has the tools, content, and training necessary to close deals effectively.
• Deliver data-driven insights on sales performance, win/loss trends, and pipeline health.
• Monitor ARR/MRR growth, renewal rates, and expansion revenue trends to drive retention and upsell strategies.