Job Description:

Shift: First Shift

Sales Operations Analyst

Homestead Smart Health Plans

Philadelphia, PA

Full Time, Hybrid Opportunity

About Homestead:

At Homestead, we believe health benefits should be simple and sustainable. Everyone should have affordable, high value healthcare coverage. We believe there is a better way, and we built one.

Visit our website homesteadplans.com for more details on how we are revolutionizing healthcare.

We are pioneers on a mission to provide employers the best healthcare option. We seek change-makers who will help us transform US healthcare!

Position Overview:

The Sales Operations Analyst will be responsible for providing support for the sales team to achieve their objectives and drive business growth. This position involves coordinating sales activities, data management, and managing administrative tasks to ensure efficient sales operations.

The Sales Operations Analyst will work closely with the stop loss team, and account management team to gather necessary information while providing an elevated level of service. Will assist with preparing proposals to be delivered to clients and prospective clients and manage day-to-day department data and reporting needs.

Position Duties/Responsibilities:

Support the sales team in organizing and managing sales activities.

Manage projects to enhance sales efficiency and effectiveness

Assist in supporting marketing with sales campaigns and coordinating sales events and trade

shows.

Analyze sales data, identify trends, and recommend solutions to drive sales growth

Engage with internal stakeholders for data needs and analysis

Develop and maintain sales analytics reports and dashboards

Maintain accurate sales records and CRM data, including workflow, reporting, and data integrity.

Serve as a primary point of contact for sales inquiries and requests via internal email box.

Assist in generating reports on sales metrics.

Optimize sales and operational efficiency through process improvement

Facilitate sales and operations strategy development and execution

Assist with 5500 reporting and building lead lists for Sales team.

Conduct competitive intelligence research on competitors.

Keep up with product and service information and updates.

Maintain a database of current and potential customers, apply data cleansing techniques and develop new data acquisition methods

Coordinate responses to Requests for Information/Proposals.

Assist Sales team in creating proposals.

Collaborate with the account management team and Stop Loss team to ensure high quality of service.

Coordinate travel for staff.

Perform additional duties as assigned.

Homestead is an equal opportunity employer that values diversity and is committed to inclusion. We do ot discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, pregnancy or pregnancy-related medical conditions, or any other factor that may be protected by law.

Experience and Skills:

Qualifications and skills:

Proven experience in sales support or analytic roles, preferably in the healthcare or insurance industry.

Strong organizational and multitasking skills, with attention to detail.

Excellent communication and interpersonal abilities.

Proficiency in MS Office and CRM software (e.g., Salesforce).

Ability to work effectively in a fast-paced, team-oriented environment.

Minimum 2 years of experience in a sales environment.

Knowledge of group health benefits and medical stop loss products is a plus.

Salesforce certification is preferred.

Education and Certification:

Associate’s degree is required; Bachelor’s degree is preferred.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Benefits:

Homestead’s benefits include:

Pioneering mission-oriented purpose with a highly talented team.
Based in Center City Philadelphia with hybrid work schedule of three days in office.

Competitive salary, 401k plan and PTO.

Medical, Dental, and Vision Coverage.

A place to grow your career for something that really matters.

From: Midatlantic Employers' Association

Midatlantic Employers' Association

New Jobs

Sales Operations Analyst - Homestead Smart Health Plans - Hybrid role