Director, Sales Operations
Cobalt Benefits Group, LLC (DBA: Blue Benefit Administrators, CBA Blue & EBPA)
full-time
Posted on:
Location Type: Hybrid
Location: Burlington • New Hampshire • Vermont • United States
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Salary
💰 $95,000 - $115,000 per year
Job Level
About the role
- Develop a deep understanding of Cobalt’s Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time.
- Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity.
- Design and maintain Cobalt’s long-term Sales Operations strategy.
- Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells.
- Lead development and execution of Sales Training and Enablement materials for new product initiatives.
- Partner with leaders to optimize Sales Team structure and compensation.
- Act as the primary System Administrator of Cobalt’s CRM.
- Lead new user training and promote adoption of CRM technologies.
- Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization.
- Evaluate, implement, and maintain technology solutions that support quoting and process improvement.
- Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention.
- Provide data-driven recommendations to improve revenue generation and optimize solution design.
- Own and continuously optimize Sales forecasts to inform investment and budgetary decisions.
- Partner with Executive Leadership to identify and execute opportunities for margin expansion.
- Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt’s financial performance.
- Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management.
- Maintain and update contract templates.
- Lead technology evaluation and adoption to improve CLM across Cobalt.
- Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards.
- Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding.
- Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows.
- In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy.
Requirements
- Bachelor’s degree
- Master’s Degree in related field is preferred but not required.
- 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects.
- Demonstrated knowledge and experience with CRMs, particularly SalesForce.
- Demonstrated ability to understand Financial Statements and business performance.
- Experience developing and maintaining detailed Financial models and scenario planning tools.
- Healthcare (specifically Health Insurance) Industry experience preferred but not required.
- Self-starter, entrepreneurial mindset.
- Strong communication skills.
- Interest in working within a rapidly growing and evolving organization.
- Demonstrated ability to lead and foster talent.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales OperationsFinancial modelingScenario planningData analysisSales forecastingContract managementCRM managementSolution designUpselling strategiesKPI development
Soft Skills
LeadershipCommunicationCollaborationProblem-solvingEntrepreneurial mindsetSelf-starterTalent developmentOrganizational skillsAdaptabilityClient development
Certifications
Bachelor's degreeMaster's degree (preferred)