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 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