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 accountability.

In this role you manage multiple projects and prioritize tasks effectively:

Analyze and report sales data
Implement and improve sales processes
Manage and optimize sales tools and technologies
Coordinate and support sales projects
Ensure sales compliance and quality

Duties & Responsibilities:

Evaluate, monitor, and provide insights on essential sales metrics
Create, sustain, and enhance Salesforce dashboards, reports, and data visualizations to showcase performance indicators
Guarantee data accuracy in Salesforce by overseeing audits and resolving any inconsistencies
Oversee and fine-tune the data structures, hierarchies, and user permissions within the sales software stack to ensure they align with organizational workflows
Contribute to sales forecasting and strategic planning by delivering precise, timely, data-driven insights
Identify trend among the data and effectively communicate back to sales leadership
Perform administrative tasks such as training coordination, workflow management, tool implementation, communication, and scheduling
Comprehend, refresh, and uphold the Salesforce design, tools, fields, and overall structure
Quarterly scrubbing and data reconciliation in Salesforce and across the sales tech stack

Qualifications & Skills:

Three (3) to five (5) years of experience in sales or finance, preferred
Knowledge of health insurance and employer-sponsored employee benefits, preferred
Experience identifying, evaluating, and procuring sales-related software solutions
Must be highly organized, able to independently execute projects, and able to prioritize project work
Excellent analytical skills: ability to process, digest, and summarize data
Excellent written and verbal communication skills

Education:

Bachelor’s degree in business, finance, marketing or related field preferred*

Experience with Salesforce, required
Salesforce certification, preferred
Proficiency 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 degree

Travel Requirement:

Ability to travel overnight is not required.
Must be in the Paoli office 4-5 days a week.

Compensation:

• Salary Range: $90,000 to $140,000

• Eligible for a 10% Annual Bonus

Benefits:

Medical, Dental, Vision, Life, Disability, 401k, Flexible PTO

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Sales Operations Specialist