Insurance Operations Manager jobs in United States

We are looking for an Operations Manager who will orchestrate sales operations, business processes, and P&L performance by driving financial discipline, optimizing operational cadence, and ensuring seamless collaboration across sales, finance, and logistics teams to achieve revenue targets and profitability goals.

Responsibilities include:

1. P&L Management & Financial Objectives: Enable the sales P&L, specifically in forecasting revenue, gross profit, and outlook for the quarter and year. Collaborate with Finance to develop annual budgets, quarterly forecasts, and financial models aligned with the business. Track and report on key financial metrics, identify risks and opportunities to P&L performance, and drive corrective actions.
2. Target Setting & Performance Management: Design and implement data-driven sales targets (quotas, territories, incentives) balancing growth ambitions with operational feasibility. Establish KPIs to measure sales productivity, conversion rates, pipeline health, and win/loss analysis. Run weekly/monthly performance dashboards highlighting gaps vs. targets and recommend interventions.
3. Business Operations & Cadence: Design and lead operational cadences such as QBRs, monthly business reviews, and forecast calls to ensure accountability and agility. Implement standardized processes for pipeline management, forecasting accuracy, and sales reporting. Optimize sales tools and tech stack (CRM, BI tools) to automate reporting and enhance decision-making.
4. Metrics-Driven Execution: Define and monitor critical business metrics. Conduct root-cause analysis on performance deviations, prescribe data-backed solutions, and ensure data integrity across sales systems for reliable reporting.
5. Cross-Functional Collaboration: Partner with Logistics and Supply Chain to align sales forecasts with inventory planning, delivery timelines, and last-mile execution. Work with Marketing on lead flow, campaign ROI, and demand generation. Support Sales Leadership with insights to refine GTM strategy and resource allocation.

What you'll need to be successful:

• 5–7+ years in sales operations, business operations, or finance operations, with P&L ownership.
• Proven success in designing sales targets, forecasting models, and operational cadences.
• Experience collaborating with logistics and supply chain teams on order fulfillment and delivery SLAs.
• Proficiency in CRM (Salesforce, HubSpot), BI tools (Tableau, Power BI), and Excel/Google Sheets.
• Financial Acumen: Budgeting, forecasting, margin analysis, and P&L optimization.
• Analytical Rigor: Ability to translate data into actionable insights.
• Process Optimization: Lean/Six Sigma certification is a plus.
• Collaborative Leadership: Influence across functions without direct authority.
• Communication: Executive storytelling with data.