Sales Performance Manager

TRUBRIDGE, INC. A CORPORATION OF OHIO; Tampa (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

TRANZACT is seeking a Sales Performance Manager to lead a team of Sales Agents, driving customer service excellence and performance outcomes. You will coach and develop staff, monitor KPIs, and collaborate with QA, Training, and Workforce teams to optimize results.

The role includes weekend work during peak periods such as AEP and requires a five-day office schedule. Qualified candidates have a bachelor’s degree or equivalent, 2+ years in call center leadership, and experience coaching sales

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years of call center leadership experience.
• 1+ years in a direct supervisory role.
• Experience coaching and managing performance of customer service or sales teams.
• Experience launching or scaling new teams/programs is a strong plus.
• Understanding life insurance, Medicare and Medicaid regulations is a plus.
• Fluent in Spanish and English.

Responsibilities

• Directly manage and support a team of Sales Agents to deliver outstanding customer service and meet performance goals.
• Coach, mentor, and develop team members through regular feedback and performance reviews.
• Monitor team performance with KPIs such as call quality, productivity, and compliance metrics.
• Identify training needs and partner with internal teams to deliver targeted training programs.
• Drive a performance-driven culture with clear goals and recognition of achievements.
• Participate in hiring, onboarding, and development of new team members.
• Collaborate with Quality Assurance, Training, and Workforce Management to optimize performance.
• Provide regular reporting on team metrics and recommend actions to improve results.
• Lead Agent Development Plans and maintain performance documentation.
• Support change management initiatives and communicate updates clearly.
• Take ownership of special projects or initiatives.
• This position will require operating within an office five days per week and weekends during peak period such as AEP.
• Be hands-on when needed, including direct sales participation.

Skills

Leadership

Coaching

Performance management

Analytics

Conflict resolution

Change management

Bilingual English/Spanish

Education

Bachelor's degree or equivalent

Job description

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.

We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

The Sales Performance Manager is responsible for driving performance, development, and quality outcomes across a team of Sales Agents. This leader plays a critical role in coaching for continuous improvement, ensuring compliance with quality standards, and creating a high-performance culture focused on customer satisfaction and productivity.

The Responsibilities Of The Sales Performance Manager Include

• Directly manage and support a team of Sales Agents to deliver outstanding customer service and meet performance goals.
• Coach, mentor, and develop team members through regular feedback, one-on-ones, performance reviews, and tailored development plans.
• Monitor team performance, ensuring adherence to KPIs such as call quality, productivity, and compliance metrics.
• Identify training needs and partner with internal teams to deliver targeted training programs.
• Drive a performance-driven culture by setting clear goals, recognizing achievements, and addressing performance concerns proactively.
• Participate in the hiring, onboarding, and continuous development of new team members.
• Collaborate cross-functionally with Quality Assurance, Training, and Workforce Management to optimize team performance.
• Provide regular reporting and insights on team metrics, identifying trends and recommending actions to improve results.
• Lead Agent Development Plans (ADP) when necessary and maintain accurate performance documentation.
• Support change management initiatives and communicate updates clearly to ensure team alignment.
• Take ownership of special projects or initiatives assigned.
• This position will require operating within an office five days per week and on weekends as necessary during periods of the year such as the Annual Enrollment Period (AEP).
• Consistently going above and beyond to achieve our goals, including taking calls during peak season and working 45–60 hour weeks throughout AEP.
• Being Hands on when needed, direct sales participations.
  
  

Qualifications Include

• Bachelor’s degree or equivalent work experience.
• 2+ years of call center leadership experience required.
• 1+ years of experience in a direct supervisory role
• Prior experience coaching and managing performance of customer service or sales teams.
• Experience launching or scaling new teams, programs, or initiatives is a strong plus.
• Understanding life insurance, Medicare and Medicaid regulations, and healthcare industry best practices a plus.
• Strong interpersonal and communication skills, with the ability to lead, coach, and influence others effectively.
• Self-motivated with a proven ability to drive performance while maintaining high standards of quality and service.
• Detail-oriented with strong organizational and problem-solving skills.
• Strong analytical and conflict resolution skills.
• Adept at managing through change in a fast-paced, high-volume environment.
• Fluent in Spanish and English.
  
  

TRANZACT is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer/Disability/Vet