Sales Operations Specialist

Global Recruiters of Richmond (GRN); Willistown Township (Chester County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Annual Bonus

Health Benefits

Flexible Work Hours

Job summary

An established industry player is seeking a Sales Operations Specialist to drive efficiencies through process optimization and data analysis. In this pivotal role, you will empower the sales function by managing data and creating insightful reports in a leading sales software. This exciting opportunity involves analyzing sales metrics, enhancing dashboards, and contributing to strategic planning. If you have a passion for sales operations and a knack for data, this role is perfect for you. Join a dynamic team where your contributions will significantly impact the sales process and overall business success.

Qualifications

• 3-5 years of experience in sales or finance, with strong analytical and communication skills.
• Experience with Salesforce and proficiency in Microsoft applications required.

Responsibilities

• Analyze sales data and create insightful reports in Salesforce.
• Implement and improve sales processes while ensuring compliance and quality.
• Manage multiple projects and prioritize tasks effectively.

Skills

Sales Data Analysis

Process Optimization

Data Visualization

Communication Skills

Project Management

Analytical Skills

Education

Bachelor’s degree in business, finance, marketing or related field

Tools

Salesforce

Microsoft Office Suite

Job description

Global Recruiters of Richmond (GRN) provided pay range

This range is provided by Global Recruiters of Richmond (GRN). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $140,000.00/yr

Additional compensation types

Annual Bonus

Executive Recruiter - Health Benefits Brokers, Sales Directors, Producers, Marketing, Health Care Ops/IT, Ops Excellence

The Sales Operations Specialist role will focus on driving efficiencies through process optimization, system integration, data analysis, and providing strategic recommendations to enhance the overall sales operation. In this critical and impactful role, you will play a pivotal role in empowering our sales function by meticulously managing data and creating insightful reports in Salesforce, which are essential for decision-making. Our primary business is providing health benefits options to a range of self-insured firms and the health insurance broker and consultant space that support them.

Additional responsibilities may include: build, review, and understand key performance indicators (KPIs); measure progress of the sales team against the KPIs; and effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability.

In this role you manage multiple projects and prioritize tasks effectively:

• Analyze and report sales data
• Implement and improve sales processes
• Manage and optimize sales tools and technologies
• Coordinate and support sales projects
• Ensure sales compliance and quality

Duties & Responsibilities:

• Evaluate, monitor, and provide insights on essential sales metrics
• Create, sustain, and enhance Salesforce dashboards, reports, and data visualizations to showcase performance indicators
• Guarantee data accuracy in Salesforce by overseeing audits and resolving any inconsistencies
• Oversee and fine-tune the data structures, hierarchies, and user permissions within the sales software stack to ensure they align with organizational workflows
• Contribute to sales forecasting and strategic planning by delivering precise, timely, data-driven insights
• Identify trends among the data and effectively communicate back to sales leadership
• Perform administrative tasks such as training coordination, workflow management, tool implementation, communication, and scheduling
• Comprehend, refresh, and uphold the Salesforce design, tools, fields, and overall structure
• Quarterly scrubbing and data reconciliation in Salesforce and across the sales tech stack

Qualifications & Skills:

• Three (3) to five (5) years of experience in sales or finance, preferred
• Knowledge of health insurance and employer-sponsored employee benefits, preferred
• Experience identifying, evaluating, and procuring sales-related software solutions
• Must be highly organized, able to independently execute projects, and able to prioritize project work
• Excellent analytical skills: ability to process, digest, and summarize data
• Excellent written and verbal communication skills

Education:

Bachelor’s degree in business, finance, marketing or related field preferred*

• Experience with Salesforce, required
• Proficiency in using Microsoft applications (e.g. Outlook, OneDrive, Teams, Excel, Word, PowerPoint).

*Equivalent military service at E4 or higher is acceptable in place of a bachelor’s degree

Travel Requirement:

• Ability to travel overnight is not required.
• Must be in the Paoli office 4-5 days a week.

Compensation:

• Salary Range: $90,000 to $140,000

• Eligible for a 10% Annual Bonus

Seniority level

Associate

Employment type

Full-time

Job function

Sales, Administrative, and Other

Industries

Insurance Agencies and Brokerages, Insurance and Employee Benefit Funds, and Insurance Carriers