Sales Operations Analyst
Role Description:
We’re seeking a Sales Operations Analyst to help drive efficiency, productivity, and process excellence across our growing sales organization. In this role, you’ll work closely with Sales & Marketing leadership, Regional Growth Specialists (RGS), and Regional Practice Leaders (RPLs) to ensure the team has the tools, processes, and insights needed to succeed.
Key Duties & Responsibilities:
- Sales Tools & Systems
- Serve as the primary Salesforce and ZoomInfo contact for the sales team, ensuring compliance, data integrity, process mapping, and system health in collaboration with technology and marketing teams.
- Support sales team adoption of tools (Salesforce, ZoomInfo, Cedar Gate Analytics), managing onboarding, access, data feeds, and training.
- Training, Development & Enablement
- Assist HR in developing and training RGS and RPL teams, leveraging broad knowledge of industry, company, and product trends.
- Own and maintain the Sales Playbook; document and update sales processes, best practices, conduct assessments/surveys, and identify training or knowledge gaps.
- Track Sandler training activities, support compliance, and manage onboarding for new RPL and RGS hires.
- Reporting & Analytics
- Organize and manage reporting for KPIs, forecasting, initiatives, large block summaries, National Practice Leaders, and layered reporting.
- Maintain competitor database and comparison matrices to inform strategy and decision-making.
- Collaboration & Communication
- Work closely with Marketing to align activities with sales goals, ensure updated collateral in SharePoint, and integrate campaign efforts.
- Coordinate and manage broker RFIs, facilitate department meetings, compiling data for weekly, monthly, and quarterly scorecards, and assist with annual sales meeting planning.
Desired Qualifications:
- 2–5 years in sales operations, sales enablement or related role
- Bachelor’s degree in Business Administration or related field
- Background in health insurance a plus
- Analytical thinker and problem solver
- Ability to effectively multi-task
- Self-motivated & highly responsible
- Ability to meet deadlines in a fast-paced environment
- Proficient in Excel and other Microsoft Office applications
- Excellent written and oral communication skills
Better Benefits:
We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:
- Medical, dental and vision benefits
- Annual bonus
- Dependent care 100% match up to max allowable
- Parental leave
- PTO beginning on Day 1
- Tuition reimbursement
- Healthy work/life balance
- Hybrid office schedule
- 401(k) plan with company match
- Employee Assistance Program On-site gym with personal trainer access
- Life insurance and short term disability insurance
More About Roundstone
Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.
Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by The Plain Dealer and cleveland.com, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.
Our Core Values
- Live well: Be healthier and bring positive energy to all you do.
- Work smarter: Get things done, better.
- Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
- Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.
Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey: Culture Index Survey
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
