Sales Operations Specialist - Hybrid (Irvine, CA)

OneDigital; Irvine (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Sales Operations Specialist to enhance its sales culture through effective CRM data management and lead qualification processes. This role is pivotal in supporting Sales, Marketing, and Operations teams, ensuring data integrity and efficiency in communication. The ideal candidate will thrive in a dynamic environment, showcasing strong organizational and analytical skills. With a commitment to a people-first culture, this opportunity offers a chance to make a significant impact while enjoying a supportive workplace that values diversity and growth. Join a team that prioritizes your authentic self and career advancement.

Benefits

Health Benefits

Paid Time Off

Overtime Pay

Learning and Development Programs

Job-Related Expense Reimbursement

Employee Discounts

Qualifications

• Well organized and detail-oriented with the ability to multi-task.
• Self-motivated and able to manage multiple priorities in a fast-paced environment.
• Experience handling large volumes of customer data.

Responsibilities

• Assist Sales and Marketing teams with CRM data management.
• Support lead qualification and manage data tasks.
• Provide training and guidance to part-time employees.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Problem Solving

Technical Skills

Education

Experience in Broker Agency or Insurance Sector

Data Management Experience

CRM Experience

Tools

Excel

Word

PowerPoint

MiEdge

Eloqua

Dun & Bradstreet

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.Your best life awaits.

Our Newest Opportunity:

Summary:

The Sales Operations Specialist will be responsible for assisting the Sales and Marketing teams with CRM data management, administering the Lead qualification process, and supporting end users with our data and reporting systems. The main focus is to provide technical assistance that drives and promotes a high-performing sales culture for our Sales, Marketing, and Operational teams.

Essential Duties and Responsibilities:

Responsibilities:

• Lead Qualification process (qualification, distribution, tracking, coordination, and Dun & Bradstreet utilization for Sales Desk, Sales Leaders, Principals, Producers, and their staff.)
• CRM Data Management
  • To maintain data and perform data tasks:
    • unsubscribed users still receiving communications
    • failure to receive communication error
    • optout requests
    • data uplift cleansing activities such record deduplication
  • Support end users, maintain, cleanse and validate data files for the CRM database
  • CRM data assignments, maintenance and data clean-up projects
  • Build and create CRM advanced finds / standardization of reports to review, audit, and validate data related to sales and open pipeline activity
• Support Marketing efforts and the broader CRM Team
  • Campaign activity and Market Qualified Leads (MQL’s)
  • Update the Marketing mail folder by changing employees’ employment status, adding new email addresses, and other miscellaneous duties
  • Manage the Marketing email Better Benefits folder by responding to requests made by prospects and clients which includes updates and status changes
• Eloqua Administration processing
  • Add new users, manage user profiles, maintain data, and update user profiles
  • Trouble shoot with prospects and clients when Eloqua campaign issues arise
• MiEdge administration responsibilities
  • Add users
  • Monitor credit utilization
  • Review cost effectiveness
• Collaborate with our Sales Operations team and management to provide training, guidance and mentorship for part-time and temporary employees who work on special projects
• Additional responsibilities assigned by management

Qualifications, Skills, and Requirements:

• Candidate should be well organized, detailed-oriented and able to multi-task
• Must be self-motivated, able to manage multiple priorities, a large work load and thrive in a fast-paced environment
• Excellent organizational intelligence and communication skills
• Strong attention to detail with demonstrated analytical, technical, and computer skills
• Problem solving skills and a strong work ethic are necessary

Education, Training and Experience:

• Prior experience in broker agency or working within the insurance sector in a marketing capacity is a plus
• Data management or related environment experience, and will have worked with large volumes of customer data including filtering, running queries and segmentation.
• Previous relevant CRM experience
• Proficient computer skills including Excel, Word, and Powerpoint is a must
• MiEdge, Dun & Brad Street, and Eloqua experience is preferred

The typical base pay range for this role nationwide is $80,000 to $100,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!