POSITION SUMMARY
The Sales Operations Manager supports the Vice President of Sales and the VIPLI Commercial team by ensuring that the systems, data, reporting, processes, and operational activities supporting the distribution network are accurate, organized, and effectively coordinated.
The role provides the commercial operating infrastructure required to support VIPLI’s network of MGAs, Agencies, and Introducers, including system-based contracting and onboarding visibility, hierarchy management, commission support, production and persistency monitoring, CRM administration, Power BI reporting, training and certification materials, and coordination of roadshows and other commercial initiatives.
The position works closely with Operations, Finance, Compliance, Marketing, Training, Product, and Technology. Commercial strategy, market development, key distribution relationships, negotiations, sales targets, partner selection, and final commercial decisions remain under the responsibility of the Vice President of Sales.
ESSENTIAL FUNCTIONS
The essential functions include, but are not limited to the following:
• Distribution, Contracting & Onboarding Operations
- Monitor MGA, Agency, and Introducer registration, contracting, documentation, certification, activation, and status through the applicable systems.
- Ensure Commercial has visibility of onboarding progress, pending requirements, exceptions, and time to activation/first production.
- Coordinate follow-up with internal teams when action is required; the system remains the source of record for registration, contracts, and status.
- Maintain Commercial visibility of approved agreements, hierarchy structures, commission levels, and applicable commercial conditions.
• Hierarchy, Commission & Compensation Support
- Maintain visibility of approved distribution hierarchies and coordinate approved changes with the responsible teams.
- Support reconciliation of production and commission information and identify discrepancies requiring investigation.
- Track approved commission changes, incentives, qualification requirements, production credits, and results.
• Production, Persistency & Commercial Performance
- Monitor production across products, markets, MGAs, Agencies, and Introducers on weekly, monthly, quarterly, and YTD bases.
- Track performance versus target, persistency, quality of business, producer activity, activation, and time to first sale.
- Identify trends, gaps, and risks and provide clear visibility to the VP of Sales.
- Support periodic partner performance reviews with accurate data and analysis.
• CRM, Dashboards, Pipeline & Commercial Reporting
- Serve as the primary Commercial business administrator for the VIPLI CRM, ensuring data quality for partners, opportunities, activities, hierarchies, and pipeline.
- Coordinate CRM requirements, enhancements, and automation with Technology based on approved Commercial priorities.
- Develop and maintain dashboards and recurring Commercial reports using approved data sources.
- Maintain pipeline and forecast visibility, compare expected versus actual production, and highlight significant changes or inconsistencies.
• Training & Certification Materials
- Maintain VIPLI Commercial training and certification materials so content remains current and aligned with approved products, processes, requirements, and Commercial priorities.
- Coordinate content updates with Product, Compliance, Training, Operations, and other relevant teams.
- Maintain version control and ensure approved materials are available for onboarding, certification, product training, and ongoing distribution support.
• Roadshows, Training & Commercial Initiatives
- Support planning and execution of roadshows, training programs, partner meetings, launches, and other Commercial events.
- Maintain the Commercial calendar and coordinate logistics, materials, participant lists, requirements, and post-event follow-up.
- Monitor contracting, certification, activation, and production following Commercial initiatives and report results.
- Track commitments and action items resulting from partner meetings and market visits.
• Commercial Planning, VP Support & Cross-Functional Coordination
- Support the VP of Sales with planning, management presentations, partner reviews, analysis, and tracking of Commercial priorities and deliverables.
- Coordinate follow-up on decisions and action items and escalate delays, risks, or exceptions.
- Act as the Commercial coordination point with Operations, Compliance, Finance, Marketing, Training, Product, and Technology while maintaining clear functional ownership.
- Provide operational support that enables the Sales Department to focus on sales leadership, strategic distribution relationships, market development, and growth.
MINIMUM QUALIFICATIONS
- Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field.
- 3–5 years of experience in Sales Operations, Commercial Operations, Revenue Operations, Sales Analytics, or a similar role.
- Insurance, financial services, investments, wealth management, or regulated financial-services experience strongly preferred.
- Experience supporting independent distribution networks, including MGAs, Agencies, brokers, or similar models preferred.
- Strong CRM, advanced Excel, Power BI/reporting, pipeline, forecasting, KPI, commission, and data-analysis experience.
- Strong organizational, analytical, project-management, communication, and cross-functional coordination skills.
- Bilingual English/Spanish strongly preferred.
ROLE BOUNDARIES
This position supports, coordinates, analyzes, tracks, and executes approved Commercial priorities. It does not independently own commercial or distribution strategy, market-entry decisions, partner selection, key MGA relationships, negotiations, commission decisions or exceptions, sales targets, pricing/product strategy, hierarchy exceptions, or overall Sales leadership. These responsibilities remain with the Vice President of Sales and applicable executive leadership.
WORKING CONDITIONS
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.
WORK ENVIRONMENT
The role primarily operates in an indoor, climate-controlled office setting with regular computer and office equipment use.
PHYSICAL DEMANDS
The job primarily involves sedentary work with prolonged periods sitting at a desk.
TRAVEL
Occasional travel may be required for VIPLI roadshows, trainings, partner meetings, and other Commercial initiatives.
SAFETY HAZARD OF THE JOB
Minimal hazards, primarily ergonomic risks associated with prolonged computer use.
LEADERSHIP COMPETENCIES
- Commercial & Analytical Mindset
- Sales Operations & Execution
- Data Accuracy & Performance Management
- CRM & Business Intelligence
- Cross-Functional Collaboration
- Problem Solving & Continuous Improvement
- Organization & Accountability
- Adaptability in Start-Up / Growth Environments
EEO STATEMENT
VUMI Group is an equal opportunity employer. We celebrate diversity and are committed to an inclusive environment for all employees.
NOTE
This job description does not state or imply that these are the only duties to be performed. Duties and responsibilities may be modified as business needs evolve, and this job posting does not create an employment contract other than an at-will relationship.
