About Bluevine

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence. 

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started. 

All of this begins with our team who are driven by collaboration, problem-solving, and learning and growing together. With a commitment to innovation and community impact, our mission is to help every small business—and every team member—thrive. Join us!

This is a hybrid role. At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.

ABOUT THE ROLE

As our Sales Operations Analyst, you will partner closely with the sales, marketing and product teams to work on analytics to track and drive both short and long term sales initiatives. 

WHAT YOU'LL DO

  • Build sales productivity and performance analytics using Salesforce and Tableau
  • Create sales forecasting for new and repeat business
  • Improve existing client experience by analyzing customer behavior and competition
  • Build statistical models for quota and track attainment for the team using multiple data sources
  • Support teams on ad hoc reporting and dashboards
  • Report on Operations metrics and identify areas for optimization

WHAT WE LOOK FOR

  • 3+ years of experience in an analyst role
  • Demonstrated ability to execute on both small and large-scale projects
  • Able to work successfully with senior executives and partners
  • Experience designing and executing analysis on large data sets
  • SQL proficiency and Tableau experience required
  • 2+ years experience with Quota and Forecasting modeling  required
  • Salesforce Sales Cloud experience required
  • Excellent problem-solving skills and an ability to gather information, solve conceptual problems, corral resources, and deliver results
  • Strong verbal and written communication skills
  • Comfort working on multiple high-priority projects concurrently
  • Passion for working in a fast-paced, dynamic, global environment

Benefits and Perks:

  • Over $1,000 annually for a wellness benefit of your choice
  • Monthly WFH stipend 
  • PTO, Company Holiday, and Flexible Holidays
  • Excellent health coverage and life insurance benefits
  • Generous, paid parental leave covering up to 16 weeks
  • 401K with an immediate 3% company match
  • Access to financial coaches and education sessions
  • Company-sponsored Mental Health Benefits, including 1:1 therapy
  • Community-based volunteering opportunities
  • Free commuter benefits - Caltrain passes for San Francisco employees and a monthly parking allowance 
  • Weekly catered lunches and fully stocked kitchen pantries
  • Quarterly DoorDash credit
  • Dog-friendly HQ

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