The Sales Operations Analyst supports the commercial organization (Sales & Marketing) with the tools, data, and processes needed to operate efficiently. This role focuses on enabling sales and marketing performance through reporting, systems support, and data quality. The analyst ensures go-to-market teams have the resources and insights needed to succeed.
Responsibilities

Data & Reporting: Maintain dashboards and reports to track pipeline, campaign performance, quota attainment, etc.
Training Coordination: Support onboarding and training for sales and marketing tools, events, etc (e.g., CRM, Gong, outreach platforms, Conferences).
Territory & Quota Support: Assist in planning and tracking sales territories and quotas.
Data Quality: Ensure CRM data integrity across accounts, contacts, campaign information, etc.
Customer Lifecycle Process Improvement: Partner with Sales and Marketing to streamline workflows and ensure smooth lead flow from campaigns, sales, and onboarding.

Qualifications

Bachelor’s degree in Business, Analytics, or related field.
2–4 years of experience in Sales Operations, Marketing Operations, or related field.
Proficiency in CRM systems and reporting/analytics tools.
Strong organizational and communication skills.
Ability to work cross-functionally with both Sales and Marketing teams.

A few benefits offered for full-time roles include:

Comprehensive health insurance, dental insurance, and vision coverage
Company-paid life insurance, short and long-term disability insurance
Generous PTO, paid holidays, and floating holidays
Summer hours: Participating employees will enjoy a half day every other Friday
Investment in career development including LinkedIn Learning and professional development funds

The base pay range for this role is $72,000 – $85,000. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota.

We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position.

About Longevity Holdings
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Equal Employment Opportunity
Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time.
No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/

Berwyn

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Sales Operations Analyst