Sales Operations Specialist - Remote

OneDigital Health; United States; Remote; USD 80,000 - 90,000; Full time

Job summary

OneDigital is seeking a Sales Operations Specialist to enhance our Property & Casualty National Practice. This role involves managing CRM data, supporting marketing efforts, and aligning M&A initiatives. Ideal candidates will be detail-oriented and possess strong communication skills. Join us in helping businesses thrive during uncertain times.

Benefits

Health Benefits

Retirement Programs

Paid Time Off

Learning Opportunities

Qualifications

• Must be self-motivated and able to manage multiple priorities.
• Prior experience in broker agency or marketing within insurance is a plus.
• Strong attention to detail with demonstrated analytical skills.

Responsibilities

• Manage CRM and Power BI data, ensuring data integrity.
• Support marketing initiatives and track campaign activity.
• Assist with M&A projects and onboarding processes.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Problem Solving

Education

Experience in Insurance Sector

CRM Experience

Proficient in Microsoft Suite

Tools

D365

Salesforce

HubSpot

Adobe

WordPress

Job description

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

Our Newest Opportunity:

Summary:

The Sales Operations Specialist will support the Property & Casualty National Practice Business Development and Marketing teams by managing various CRM / Power BI data, driving sales, convergence, and M&A initiatives, and enhancing digital marketing and communication platforms. The primary objective is to provide technical expertise that fosters a high-performing sales culture across Business Development, Marketing, and Operations.

Essential Duties and Responsibilities (including but are not limited to):

1. CRM / Power BI Data Management
   • Collaborate with regional partners and the Applied Epic team to support end users, maintain data integrity, and validate CRM and Power BI database files.
   • Develop and standardize Power BI reports, dashboards, and advanced queries to audit and validate data related to sales, convergence, and pipeline activity.
   • Generate and distribute producer scorecards and other key reports tailored to the P&C practice.
2. Marketing and Business Development Support
   • Track campaign activity and Market Qualified Leads (MQL’s).
   • Aggregate and present sales and marketing data from various CRMs and platforms.
   • Help maintain the Property & Casualty PulseNet site by gathering and maintaining content and operational resources.
   • Assist with refining internal shared content, meeting slide decks, and resources.
   • Support initiatives to optimize P&C sales processes and align sales and marketing efforts.
3. Mergers & Acquisition Alignment
   • Partner with the Business Development Leader and M&A team to refine shared content and resources.
   • Assist in projects to streamline integration processes.
   • Work with Regional Leaders to ensure smooth onboarding and develop SOPs for success tracking and improvement.
   • Collaborate with Learning & Development to provide training and mentorship for new P&C team members.
   • Support additional projects as assigned by management.
4. Qualifications, Skills, and Requirements:

• Well organized, detail-oriented, and able to multitask.
• Self-motivated with ability to manage priorities in a fast-paced environment.
• Excellent organizational, communication, and analytical skills.
• Problem-solving skills and a strong work ethic.

Education, Training, and Experience:

• Experience in broker agency or insurance sector marketing is a plus.
• Experience with large data management, filtering, queries, and segmentation.
• CRM experience (D365, Applied Epic, Salesforce).
• Proficient in Excel, Word, PowerPoint; experience with HubSpot, Microsoft Suite, Adobe, WordPress preferred.

The typical base pay range for this role nationwide is $80,000 to $90,000 per year. Compensation depends on skills, education, experience, and location. Additional benefits include bonuses, health and retirement plans, paid time off, and learning programs. For more details, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer committed to diversity, equity, and inclusion. We celebrate differences and ensure our people feel valued and supported.

We also utilize advanced AI technologies in our recruitment process to enhance efficiency and candidate matching, while maintaining a human-centered approach. If you have concerns about AI use, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!