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We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

The National Sales Operations Specialist supports and monitors initiatives for the National Organic Growth Team, as well as manages key support functions that are essential to sales productivity. This includes planning and monitoring company-wide progress towards quotas, optimizing sales processes, and developing and implementing various sales programs. She/He will foster and encourage open communication within the National Organic Growth Team, Practice Leaders and Producers.

Essential Duties and Responsibilities (include but are not limited to):

Data Integrity

Ownership of PowerBI for all sales numbers
Reconcile all discrepancies within PowerBI with all the various CRM systems
Heavy support of sales planning and sales goal reconciliation
Support forecasting data with leaders and teammates
Ownership of sales leadership list
Ownership of national recruiting producer program
Ownership of sales/growth new hire and terminations tracking data
Monthly reconciliation of the sales gap w/ new hires
Pinnacle tracking and monthly auditing
Dashboard consultant with IT
Command of Adjacent business sales new business and ongoing tracking
Bi-weekly reporting to national sales team with any gaps and discrepancies that need to be address immediately.

National Sales Operation Support

Ownership of D&B access and training & Support zywave for sales support as needed
Manage all National Sales documents and files so that they are accessible to the necessary parties
Support Filed Leadership to handle prospect data ownership
Sales marketing leads field sales operations team in communication and best practices
Field Leadership support as needed for pipeline & CRM support
New M&A Tracking

Sales Leadership Best Practices

Ownership of best practices to provide with new leaders and ongoing leaders
Best practices for RND1 Contest and Reporting
Support Sales/ Leaders and MPs on how to effectively manage their leads
Collaboration with our ABU teams.

Technology

D365 tour guide for questions from the field.
Manual reporting for Adjacent Business and others not using D365
D365 national Sales Liaison
Adjacent business sales lead for new business tracking
Build, maintain, and evolve sales leader D365 dashboards and views
Collaborate with M&A team to ensure all M&As have a strategy for sales training of D365

Project Management

Supports any national sales initiatives & priorities with project management and communication.

Qualifications, Skills and Requirements:

Excellent verbal and written skills.
Excellent analytical & excel skills
Strategic thinker, skilled at executing strategy and problem solving; asks the right questions, excellent follow-through
Sharp business acumen; able to work independently as well as in a collaborative fashion through excellent interpersonal skills and ability to interact with cross-functional teams and varying personalities.
Excellent project management skills.
Proficient in Microsoft Office applications.
Demonstrated analytical skills.
Experience with Microsoft SharePoint CRM is a plus.

Education, Training and Experience:

5+ years of sales, sales operations, or sales support experience with increasing responsibilities, required; 7+ years, preferred.
Bachelor’s Degree, required.
5+ years of benefits industry experience, including insurance brokerage experience, preferred.

Thank you for your interest in joining the OneDigital team!

OneDigital

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National Sales Operations Specialist - Remote