Sales Operations Support Specialist

OneDigital; Berwyn (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital is hiring a Sales Operations Support Specialist to bolster day-to-day administrative and operational tasks for the Sales Operations & Strategy Manager and the Sales, New Business, and Retention teams. This role keeps our sales systems, data, and processes running smoothly, requiring strong organization and attention to detail in a fast-paced environment where accuracy matters.

You will manage CRM data in D365, coordinate meetings and trainings, and assist with marketing and RFP

Qualifications

• Well-organized, detail-oriented, and able to manage multiple priorities.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office; prior CRM experience (D365 preferred).

Responsibilities

• CRM & Pipeline Support: data entry, record updates, and data cleanup in D365.
• New User Setup & System Access: onboarding and licensing for new users.
• Meeting & Training Coordination: schedule, agendas, and follow-up docs.
• Marketing & RFP Support: assist with requests, deadlines, and materials.
• General Administrative Support: schedule, coordination, and data initiatives.

Skills

Well-organized

Detail-oriented

Strong communication

MS Office

CRM systems

Employee benefits experience

MiEdge familiarity

Spark familiarity

Outreach familiarity

Tools

D365

Job description

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity:

Overview

The Sales Operations Support Specialist will provide day-to-day administrative and operational support to the Sales Operations & Strategy Manager and the broader Sales, New Business, and Retention teams. This role assists in keeping our sales systems, data, and processes running smoothly — supporting the Sales Operations & Strategy Manager who leads and owns these functions. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment where accuracy and follow-through matter.

Essential Duties and Responsibilities

CRM & Pipeline Support

• Assist with data entry, record updates, and routine data cleanup tasks in D365 as directed by the Sales Operations & Strategy Manager
• Help flag stale or incomplete opportunity records for the Manager’s review and action
• Support bulk data uploads and contact list management as assigned

New User Setup & System Access

• Assist with onboarding new users across sales tools including D365, Spark, MiEdge, and other platforms
• Coordinate with IT and system administrators to ensure proper access and licensing is in place for new producers and staff
• Support troubleshooting efforts when end users experience system access or functionality issues

Meeting & Training Coordination

• Coordinate internal team meetings, trainings, and check-ins with producers, carriers, vendors, and internal stakeholders
• Manage scheduling logistics, agendas, and follow-up documentation for recurring and ad hoc meetings
• Assist in organizing and preparing materials for training sessions on sales tools and processes

Marketing & RFP Support

• Help coordinate administrative tasks between the sales team and the marketing department on requests, campaigns, and deliverables
• Assist with the RFP process by helping gather information, tracking deadlines, and organizing submission materials as directed — not leading or owning submissions
• Help prepare and organize supporting materials for finalist presentations and client-facing documents

General Administrative Support

• Provide day-to-day administrative support to the Sales, New Business, and Retention team management
• Assist with scheduling, meeting coordination, and follow-up documentation across teams
• Support special projects and data initiatives as assigned by the Sales Operations & Strategy Manager
• Assist with contest tracking, event coordination, and logistics in support of sales enablement programs and team initiatives

Qualifications, Skills & Requirements

• Well-organized, detail-oriented, and able to manage multiple priorities simultaneously
• Strong written and verbal communication skills
• Comfortable working in a support capacity — able to take direction and execute tasks with accuracy and follow-through
• Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Prior experience with CRM systems (D365 preferred) is a plus
• Experience in insurance, employee benefits, or a broker agency environment is a plus
• Familiarity with tools such as MiEdge, Spark, or Outreach is a plus but not required

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!