Sales Operations Specialist - Remote

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

Job summary

OneDigital is seeking a Sales Operations Specialist to support the Property & Casualty National Practice. The role involves managing CRM data, driving sales initiatives, and enhancing marketing platforms. Ideal candidates should possess strong organizational and analytical skills, with prior experience in the insurance sector being a plus.

Benefits

Health Benefits

Paid Time Off

Learning and Development Programs

Employee Discounts

Qualifications

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

Responsibilities

• Manage CRM / Power BI data and maintain data integrity.
• Support marketing and business development initiatives.
• Assist in M&A projects and streamline integration processes.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Problem Solving

Education

Experience in Broker Agency

Data Management Experience

CRM Experience

Tools

D365

Salesforce

Power BI

HubSpot

Microsoft Suite

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):

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

Marketing and Business Development Support

• Track c ampaign activity and Market Qualified Leads (MQL’s)

• Aggregate and present sales and marketing data from a variety of CRMS and other platforms

• Help maintain the Property & Casualty PulseNet site by gathering and maintaining information , content, and operational resources that support the success of the P&C team

• Assist with refining internal shared content, meeting slide decks, and resources

• Support initiatives to optimize P&C sales processes and align P&C sales and marketing

Mergers & Acquisition Alignment

• Partner with the Business Development Leader and M&A team to refine shared content, slide decks, and resources

• Assist in projects aimed at streamlining the integration process

• Work with Regional Leaders to ensure smooth onboarding and support for P&C practice team members, developing SOPs to track success and identify areas for improvement

• Collaborate with the Learning & Development team and leadership to provide training, guidance, and mentorship for employees new to the Property & Casualty practice

• Additional responsibilities and project support 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 workload 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 experience and will have worked with large volumes of customer data including filtering, running queries and segmentation.

• Previous relevant CRM experience (D365, Applied Epic, Salesforce )

• Proficient computer skills including Excel, Word, and PowerPoint

• Expertise in additional m arketing platforms such as HubSpot , Microsoft Suite, Adobe , WordPress is preferred

The typical base pay range for this role nationwide is $80,000 to $90,000 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.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!