Sales Operations Specialist

Confie; United States; Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Bonuses

PTO

Flexible work

401k

Education scholarship

Gym reimbursement

Inclusive workplace

EAP

Extra perks

Job summary

Confie is seeking a results-oriented professional to support the creation, evaluation, and optimization of retail-focused sales tools and processes. You will build partnerships with sales staff, collaborate with Sales Leadership, and coordinate with support teams to meet project objectives across the organization.

The role emphasizes implementing the sales funnel and frontline operations, mentoring through documentation and training resources, and contributing to selling tools design.

Qualifications

• ≥ 2 years of retail sales experience or related insurance industry experience
• ≥ 1 year of project management experience
• Proficiency in Microsoft Office Suite professional products
• Exceptional communication skills in English

Responsibilities

• Support creation, sustainment, evaluation, and optimization of Retail-focused sales tools and processes
• Establish and maintain meaningful partnerships with sales employees at various levels
• Collaborate with Sales Leadership to evaluate sales performance and processes
• Collaborate with Confie support teams to achieve project objectives
• Support Retail through implementation and optimization of the sales funnel, servicing processes and frontline operations
• Manage Retail-focused projects and exercise independent judgment on process decisions
• Create and deliver process documentation and training resources for frontline teams
• Contribute to design and implementation of differentiating selling and sales management tools
• Evaluate and sustain selling and sales tools to ensure ongoing impact and alignment with business needs
• Support frontline execution through regular sales observations
• Establish and measure project results and KPIs; track milestones and deliverables
• Communicate effectively using email, chat, meetings, and phone

Skills

Retail sales experience

Project management

English communication

Spanish (conversational)

Education

Bachelor's or Master's degree in business

Tools

Microsoft Office Suite

CRM software

Job description

• Comprehensive benefits package including medical, dental, vision, and life insurance


• Performance-based bonuses to reward your contributions*


• Paid time off to recharge and maintain a healthy work-life balance


• Flexible work options, including remote and hybrid opportunities, if eligible


• Retirement Plan (401k) with company-matched contributions


• Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund


• Fitness Reimbursement – up to $15/month for gym memberships


• Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion


• Employee Assistance Program – confidential support for personal or professional challenges, at no cost


• Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance

Purpose

Supports the creation, sustainment, evaluation, and optimization of Retail-focused sales and sales management tools, processes, and resources

Establish and maintain meaningful partnerships with sales employees at various levels of the organization

Collaborate with Sales Leadership to evaluate sales performance and processes and support real-time business needs

Collaborate with Confie support teams and key stakeholders to achieve project and business objectives

Support Confie Retail through the implementation, sustainment, evaluation, and optimization of the sales funnel, sales, and servicing processes and skills, pre-underwriting, and frontline operations of sales employees and managers

Manage and participate in Retail-focuses projects of varying sizes and exercise independent judgment related to process decisions

Support frontline execution by creating and delivering process documentation and training resources

Support the design and implementation of differentiating selling and sales management tools

Support evaluation and sustainment of selling and sales management tools to ensure continued organizational impact and adherence to evolving business needs

Support frontline and sales execution through regular sales observations

Establish and measure project results and key performance indicators as well as personal performance goals

Effectively document, track, and manage project milestones and deliverables for all participating stakeholders

Communicate effectively and professionally using a variety of media, including but not limited to email, chat, in-person meetings, and telephone

Qualifications and Education Requirements

≥ 2 years of retail sales experience or related insurance industry experience

≥ 1 year of project management experience

Proficiency in Microsoft Office Suite professional products

Exceptional communication skills in both written and spoken English

Exceptional organizational and time management skills

Preferred Skills

Bachelor's or Master's degree with a business orientation

Conversational written and spoken Spanish

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [e-mail]