Sales Operations Specialist

The Sales Operations Specialist role will focus on driving efficiencies through process optimization, system integration, data analysis, and providing strategic recommendations to enhance the overall sales operation. In this critical and impactful role, you will play a pivotal role in empowering our sales function by meticulously managing data and creating insightful reports in Salesforce, which are essential for decision-making. Our primary business is providing health benefits options to a range of self-insured firms and the health insurance broker and consultant space that support them. Additional responsibilities may include: build, review, and understand key performance indicators (KPIs); measure progress of the sales team against the KPIs; and effectively communicate successes, deficiencies, and trends back to the sales management team to drive this role you manage multiple projects and prioritize tasks effectively:Analyze and report sales dataImplement and improve sales processesManage and optimize sales tools and technologiesCoordinate and support sales projectsEnsure sales compliance and qualityDuties & Responsibilities: Evaluate, monitor, and provide insights on essential sales metricsCreate, sustain, and enhance Salesforce dashboards, reports, and data visualizations to showcase performance indicatorsGuarantee data accuracy in Salesforce by overseeing audits and resolving any inconsistenciesOversee and fine-tune the data structures, hierarchies, and user permissions within the sales software stack to ensure they align with organizational workflowsContribute to sales forecasting and strategic planning by delivering precise, timely, data-driven insightsIdentify trend among the data and effectively communicate back to sales leadershipPerform administrative tasks such as training coordination, workflow management, tool implementation, communication, and schedulingComprehend, refresh, and uphold the Salesforce design, tools, fields, and overall structureQuarterly scrubbing and data reconciliation in Salesforce and across the sales tech stackQualifications & Skills:Three (3) to five (5) years of experience in sales or finance, preferredKnowledge of health insurance and employer-sponsored employee benefits, preferredExperience identifying, evaluating, and procuring sales-related software solutionsMust be highly organized, able to independently execute projects, and able to prioritize project workExcellent analytical skills: ability to process, digest, and summarize dataExcellent written and verbal communication skillsEducation:Bachelor's degree in business, finance, marketing or related field preferred*Experience with Salesforce, requiredSalesforce certification, preferredProficiency in using Microsoft applications (e.g. Outlook, OneDrive, Teams, Excel, Word, PowerPoint).*Equivalent military service at E4 or higher is acceptable in place of a bachelor's degreeTravel Requirement:Ability to travel overnight is not required.Must be in the Paoli office 4-5 days a pensation:• Salary Range: $90,000 to $140,000• Eligible for a 10% Annual BonusBenefits: Medical, Dental, Vision, Life, Disability, 401k, Flexible PTO

Created: 2025-02-22