Sales Operations Specialist

ClaimInformatics, Inc.; United States; On-site; USD 51,000 - 69,000; Full time

Benefits offered by this job

Paid time off (PTO)

Computer equipment provided

Job summary

ClaimInformatics, Inc. is seeking a proactive Sales Support/CRM Operations specialist to maintain Zoho CRM, manage post-meeting follow-ups, and coordinate scheduling for a B2B sales team. You will ensure smooth handoffs between teams and support deal progression.

The role emphasizes relentless follow-through, attention to detail, and the ability to work remotely, with responsibilities spanning contracts, reporting, and onboarding support.

Qualifications

• 1-3 years of experience in sales support and CRM operations.
• Experience supporting a sales team or senior executive in a B2B environment.
• Proficiency with scheduling tools (Outlook, Teams).
• Experience with contracts and document management.
• Clear, professional business writing for client-facing follow-ups.
• Ability to work remotely and manage your own workload.

Responsibilities

• Send follow-up emails and documents after external meetings.
• Coordinate meetings and schedules, including booking follow-ups.
• Keep Zoho CRM accurate and up-to-date; track opportunities.

Skills

Relentless follow-through

Proactive

Detail-oriented

Tools

Outlook

Teams

Job description

ClaimInformatics is a payment integrity and fiduciary compliance company based in Bloomfield, Connecticut. We serve self-funded employer health plans, third-party administrators (TPAs), captive insurance programs, and Taft-Hartley funds.

The role

This role supports the sales process and ensures the right follow-ups happen. You will keep every conversation moving after a meeting ends: sending follow-up emails and documents, booking the next meeting, keeping Zoho CRM accurate, and ensuring new clients have a smooth handoff between teams.

We are looking for a go-getter who acts without waiting to be asked and isn't afraid of making mistakes along the way.

What you do

Follow-up and scheduling

• Send follow-up emails and documents after external meetings
• Coordinate meetings and schedules, including booking follow-up meetings
• Check in on stalled deals to confirm whether each is still active

CRM, pipeline, and reporting

• Maintain CRM and sales data in Zoho
• Coordinate sales tools, systems, and processes
• Track opportunities through the sales process
• Prepare pipeline reviews for the CEO
• Create sales reports and dashboards

Contracts and documentation

• Manage contracts and sales documentation

Onboarding and handoff

• Support customer and account setup
• Track customer onboarding activities
• Respond to internal sales support requests and handle routine reporting and administrative tasks

You may also

• Prepare for meetings with the CEO, including prep calls and materials
• Log meeting notes in Zoho
• Manage follow-ups as Zoho Tasks and keep a dated next step on every active deal
• Support forecasting and pipeline tracking
• Assist with commissions and sales metrics, including the monthly reconciliation with Finance
• Prepare materials for leadership reviews
• Assist with proposals, customer paperwork, presentations, and sales materials
• Support trade shows and events

What success looks like

90 days - Schedules follow-ups independently and maintains Zoho.

12 months - Begins providing BDR support by pre-qualifying opportunities and scheduling initial calls.

18-24 months- Takes on forecasting and begins providing account management support.

Salary Range

The base salary for this role is $60,000 per year, plus uncapped variable compensation tied to the deals you help close.

• Paid time off (PTO)
• Computer equipment provided

Who you are

In order of importance:

• 1.Relentless follow-through. Nothing falls through the cracks.
• 2.Proactive. You don't wait to be asked.
• 3.Detail-oriented. You get the particulars right.

Requirements

Education and experience

• 1-3 years of experience in sales support and CRM operations
• Experience supporting a sales team or senior executive in a B2B environment

Required skills

• Proficiency with scheduling tools, including Outlook and Teams
• Experience with contracts and document management
• Clear, professional business writing for client-facing follow-up emails
• Ability to work remotely and manage your own workload

Preferred

• Zoho CRM experience (experience with other CRMs, such as Salesforce or HubSpot, will be considered)
• Experience in healthcare, employee benefits, TPAs, or insurance
• Excel and reporting skills
• Familiarity with HIPAA and handling sensitive health information

We will train on Zoho CRM, healthcare and self-funded benefits, and Excel reporting.