CBIZ

Sales Operations Specialist

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Cleveland • Ohio • United States

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About the role

  • Provide essential support for sales operations by coordinating and maintaining key processes, tools, and resources that enable the sales team to operate efficiently and achieve their goals.
  • Assist with the producer development program through the coordination of annual planning, onboarding activities for new producers, and ongoing training initiatives.
  • Support lead generation and prospecting activities through prospect research, campaign management, and standard engagement workflows.
  • Provide basic support for producers using sales platforms; address routine questions and escalate technical issues when necessary.
  • Monitor sales data entry for accuracy and completeness; support data clean-up and audits as directed.
  • Maintain and organize regular sales reports and team dashboards; analyze to identify current activity and performance trends.
  • Assist with the setup and coordination of webinars, meetings, and internal sales events, including logistics and follow-up communications.

Requirements

  • Bachelor's degree
  • Proposal writing experience including experience in the insurance or related industry
  • 3 to 5 years of related insurance industry experience including proposal writing
  • Experience with CRMs, Adobe Acrobat, DocuSign, and the ability to quickly learn new platforms
  • Organized, detail-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast-paced environment
  • Excellent communication skills, both written and oral
  • Advanced customer service skills
  • Ability to work as part of a team, meet deadlines and take instruction from multiple sources
  • Proactive decision-maker with the ability to see the big picture
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
proposal writingsales operations supportlead generationprospect researchcampaign managementdata entry accuracydata clean-upsales reportingperformance analysis
Soft Skills
organizeddetail-orientedthoroughaccuratestrong sense of urgencyability to prioritizeexcellent communicationadvanced customer serviceteamworkproactive decision-making
Certifications
Bachelor's degree