Who We Are:

We are a fast-growing, mid-sized financial services firm providing cutting-edge brokerage, advisory, and trading technology solutions. Our clients include high-frequency traders, institutional investors, and high-net-worth individuals. We are passionate about delivering white-glove service to our top-tier clients and view every client interaction as an opportunity to differentiate.

What We Are Looking For:

We are seeking an in-office Sales Analyst to support our Sales organization through performance reporting, CRM optimization, pipeline analysis, and actionable insights. This role is ideal for a candidate with strong analytical skills who is excited about using data to drive better decisions across the sales process.

What You’ll Be Doing:

• Track and analyze sales performance data, including revenue trends, conversion metrics, and pipeline health
• Support pipeline and lead tracking; identify trends and areas for improvement
• Manage and maintain CRM data accuracy and reporting functionality
• Work with Marketing and Sales to analyze campaign results and conversion rates
• Help troubleshoot and resolve account or data discrepancies
• Support Sales Managers and Account Executives by tracking, investigating and reporting sales information; resolving issues
• Support onboarding of new sales reps with CRM access, reporting training, and performance metrics
• Assist as necessary with the on-boarding of new clients
• Directly handle and resolve urgent account set up and cashiering matters
• Review Account Applications for completeness and submit for approval; following up with customers on missing information
• Liaise with other TradeStation business units to escalate and resolve urgent client support issues

The Skills You Bring:

• Strong analytical and data visualization skills
• Proficiency in Excel; experience with Power BI a plus
• Working knowledge of Salesforce, Microsoft Dynamics, or another CRM
• Effective written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
• Organized, detail-oriented, and proactive in problem solving
• Background in financial services or fintech preferred
• Familiarity with SQL and data extraction from CRM tools preferred
• Experience supporting a sales team with performance data and reporting preferred

Desired Qualifications:

• Bachelor’s degree in Business, Analytics, Finance, or related field
• 2–4 years of experience in a Sales Analyst, Business Analyst, or CRM Analyst role

What We Offer:

• Collaborative work environment
• Competitive Salaries
• Quarterly bonus
• Comprehensive benefits for you and your family starting Day 1
• Unlimited Paid Time Off
• Flexible working environment
• TradeStation Account employee benefits, as well as full access to trading education materials
• Pay Range (US) $75-85K (Countries outside of the US have differing ranges in accordance with local labor markets)

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.