Sales Operations Leader

Gallagher; Cleveland (OH); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Collaborative, people-first culture

Job summary

Gallagher is seeking a driven Sales Operations Leader to strengthen the Michigan/Ohio Branch culture while supporting marketing and sales pipeline management. The role emphasizes collaboration across sales, marketing, and leadership to drive growth and improve client outcomes.

The ideal candidate will bring 5+ years in sales or sales leadership, strong CRM skills, and a passion for creating energetic, high-performing teams that deliver measurable results for clients and the firm.

Qualifications

• A/BS degree plus 5+ years in sales development or related roles.
• 5+ years in sales, sales management, or sales consulting with a client-retention record.
• Proven experience using Microsoft 365 Copilot to streamline workflows.

Responsibilities

• Support producers and sales leaders with pipeline management and reporting.
• Coordinate business development campaigns and lead generation efforts.
• Collaborate with Area President and Market Leaders on meetings and growth programs.
• Analyze pipelines and campaign performance for actionable insights.
• Promote best practices, collaboration, and accountability across teams.
• Foster organic growth and client retention initiatives.
• Design and deliver compelling sales materials and marketing collateral.

Skills

Sales strategy

Sales training

CRM proficiency

MS 365 Copilot

Education

Bachelor's degree

High School Diploma

Tools

Salesforce

HubSpot

Job description

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

We are seeking a motivated, self-driven Sales Operations Leader to play a pivotal role in strengthening our Michigan/Ohio Branch culture while supporting tactical marketing efforts and sales pipeline management. This opportunity is ideal for a creative, detail-oriented professional who thrives in a dynamic environment, values cross-functional collaboration, and brings innovative ideas to both internal initiatives and external marketing efforts.

This role sits at the intersection of sales growth, marketing execution, and culture development, providing direct support to producers and leadership while helping to foster a highly engaged, high-performing culture. The ideal candidate enjoys building relationships, supporting revenue-generating initiatives, creating impactful communications, and bringing people together around a shared vision.

How You'll Make An Impact

Sales Support & Business Development (50%)

• Support producers, sales leaders, and growth initiatives throughout the Michigan and Ohio Branch.
• Assist with pipeline management, CRM administration, opportunity tracking, and reporting.
• Coordinate business development campaigns, prospecting initiatives, and lead-generation efforts.
• Collaborates with Area President and Market Leaders to manage branch sales meetings, producer communications, and growth programs.
• Analyze pipelines and campaign performance and provide actionable insights.
• Partner with leadership to promote best practices, collaboration, and accountability across sales teams.
• Support strategic initiatives that drive organic growth and client retention.

Marketing & Creative Excellence (25%)

• Design impactful presentations, sales materials, proposals, and marketing collateral.
• Create content for internal communications, events, social media, and marketing campaigns.
• Support regional branding initiatives and ensure consistency across all communications.
• Bring creativity and visual storytelling to client and internal presentations.
• Promote team successes, business wins, and growth initiatives through engaging communications.
• Coordinate marketing campaigns and measure performance to improve future results.

Culture & Employee Engagement (25%)

• Partner with leadership to strengthen a high-performance sales culture.
• Coordinate employee recognition, engagement, wellness, and team-building programs.
• Support branch events, town halls, celebrations, and culture campaigns.
• Help foster collaboration, communication, and employee connection across the region.
• Collect feedback and track engagement metrics to improve employee experience initiatives.
• Support recruitment branding and activities that reinforce organizational values and culture.

About You

Required

• A/BS degree plus 5 plus years experience developing and executing Sales development and reinforcement strategies or HS Diploma/equivalent plus 9 plus years experience developing and delivering Sales Training and reinforcement strategies.
• 5 plus years experience in sales, sales management or sales consulting with a proven track record for retaining existing clients as well as new business origination.
• Proven experience utilizing Microsoft 365 Copilot in a professional environment to streamline workflows, improve productivity, and support business operations.

Preferred

• Experience within insurance brokerage, professional services, or a sales-driven organization.
• Knowledge of Salesforce, HubSpot, or similar CRM systems.
• Event planning and project management experience.
• Graphic design, content creation, or video production skills.
• Passion for employee experience, organizational culture, and sales excellence.

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)