Sales Operations Specialist

MicroSourcing International; Pasig; Hybrid; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Competitive rewards & healthcare

Collaborative culture

Hybrid work arrangement

Career growth opportunities

Diversity & inclusion

Job summary

MicroSourcing is hiring a Sales Operations Specialist to provide critical administrative support for small group proposal development, carrier submissions, and sales processes. The role focuses on data management, documentation, and coordination to drive growth and client retention.

The position emphasizes handling day-to-day tasks, maintaining organized records, and assisting in execution of carrier and sales functions.

Qualifications

• Experience supporting submission processes for proposals and renewals.
• Proficient with CRM systems and data entry workflows.
• Strong skills in Excel/Google Sheets and data accuracy.
• Experience with DocuSign and document management platforms.

Responsibilities

• Prepare and organize documentation for new business and renewal submissions.
• Manage DocuSign Workspaces for client submissions.
• Track submission statuses and follow up with carriers as directed.
• Assist in plan comparisons, summaries, and supporting documents for sales agents.
• Update CRM and project management systems with carrier, plan, and sales contact information.

Skills

Data management

CRM systems

Documentation

Cross-team collaboration

Tools

HubSpot

DataSource

Sensible

Employee Navigator

SharePoint

Google Drive

Microsoft Teams

Slack

Monday.com

Outlook

Google Sheets

Excel

DocuSign

Job description

Job Description:

Discover your 100% YOU with MicroSourcing!

Position: Sales Operations Specialist

Work setup: Hybrid | Night shift

Location: Ortigas, Pasig City

Why join MicroSourcing?

You'll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role

The Sales Operations Specialist provides critical administrative and operational support for small group proposal development, carrier submissions, and sales support processes, ensuring accuracy, timeliness, and efficiency. This role focuses on managing details, maintaining organized documentation, and assisting in the execution of carrier and sales functions that drive business growth and client retention. The Specialist serves as a dependable resource for data management, proposal preparation, and carrier communication support. By handling day-to-day tasks and process coordination, the Sales Solutions Specialist enables the Small Group Training & Support Lead to focus on team oversight, training, and higher-level submissions. This role offers an opportunity to build specialized knowledge of carrier processes, benefit plan structures, and sales operations, with potential for advancement into more independent responsibilities.

Key Responsibilities

Submission & Proposal Support

• Assist in preparing and organizing documentation for new business and renewal submissions.
• Support the management of DocuSign Workspaces for client submissions.
• Track submission statuses and follow up with carriers as directed by the Small Group Training & Support Lead.
• Assist with benefit presentation materials, spreadsheets, and proposal templates for client meetings.

Carrier & Sales Coordination

• Support distribution of RFPs to carriers and help organize incoming responses.
• Maintain up-to-date carrier contact lists and communication logs.
• Assist in compiling plan comparisons, summaries, and supporting documents for sales agents.

Process & Resource Management

• Maintain and update carrier-specific submission checklists and training documents.
• Organize underwriting guidelines, forms, and state-by-state requirements.
• Assist with maintaining internal knowledge libraries, ensuring resources are accurate and current.

Systems & Data Oversight

• Update CRM and project management systems with carrier, plan, and sales contact information.
• Ensure accuracy of benefit plan data libraries, templates, and carrier records.
• Support the benefit upload process into DataSource, Sensible, or similar systems.

Technology Skill Base

Benefits Administration Platforms

• DataSource / Sensible: Support the benefit upload process and help maintain data accuracy for small group accounts.
• Employee Navigator: Growing familiarity with implementation timelines and reconciliation support.

CRM & Case Management Systems

• HubSpot / DataSource: Ability to update carrier, plan, and sales contact data, and track submission status.

Project & Task Management Tools

• Monday.com: Comfortable tracking submissions and updating assigned tasks.

Collaboration & Communication Tools

• Microsoft Teams / Zoom: Confident in real-time collaboration, virtual meetings, and training sessions.
• Slack / Email Platforms: Proficient in managing internal communication and carrier correspondence.

Data & Reporting Tools

• Microsoft Excel / Google Sheets: Comfortable with formulas and basic data entry to support benefit comparisons and proposal templates.

Document Management & Compliance

• DocuSign: Comfortable supporting electronic signature and secure documentation workflows.
• SharePoint / Google Drive: Organized file storage, document sharing, and version control.

Digital Productivity & Workflow Tools

• Outlook / Gmail: Proficient in managing carrier and internal communications, scheduling, and follow-ups.
• PDF Editors (Adobe Acrobat, etc.): Ability to edit, annotate, and compile benefit summaries and proposal documents.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive. At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply

Requirements: