Senior Health Insurance Sales Ops & AI Strategy

Gusto; New York (NY); Hybrid; USD 127,000 - 155,000; Full time

Job summary

Gusto is seeking a Senior Sales Operations Analyst for the Health Insurance sales segment. You will own analytics, reporting, and AI-driven improvements across a high-volume sales organization with 80+ reps, shaping data-driven strategies and scalable processes.

You’ll collaborate with Sales, RevOps, Product, and Enablement to embed AI into daily workflows, while ensuring data integrity and actionable insights for leadership.

Qualifications

• 5+ years in Sales Ops, RevOps, or similar analytical GTM role, SaaS/fintech background preferred.
• Strong Salesforce proficiency; audit pipeline, manage routing, and build useful reports/dashboards.
• Analytical depth across Salesforce reports, SQL, Tableau or Looker, and Excel/Sheets.
• Hands-on forecasting experience across weekly/monthly cadence.
• Comfort evaluating AI/automation tools and prototyping simple workflows.
• Excellent written and verbal communication; ability to align across teams.
• First-principles problem solving; structure, hypotheses, and actionable solutions.
• Organized and detail-oriented; manage multiple projects while protecting data quality.

Responsibilities

• Build, automate, and maintain reports and dashboards tracking sales performance and funnel health.
• Partner with RevOps, Finance, Marketing, Analytics to produce revenue insights and forecasts.
• Own metric definitions and data accuracy to ensure trusted numbers.
• Identify and prototype AI/automation tools to reduce manual work in sales processes.
• Document processes, build playbooks, and drive adoption of new tools and workflows.

Skills

Sales Ops

Salesforce

SQL

Tableau/Looker

Forecasting

Excel/Google Sheets

Territory planning

Communication

Tools

Salesforce

Tableau

Looker

Excel

Job description

Gusto is seeking a Senior Sales Operations Analyst for the Health Insurance sales segment. You will own analytics, reporting, and AI-driven improvements across a high-volume sales organization with 80+ reps, shaping data-driven strategies and scalable processes.

You’ll collaborate with Sales, RevOps, Product, and Enablement to embed AI into daily workflows, while ensuring data integrity and actionable insights for leadership.