OneDigital

Sales Operations Specialist - Hybrid

OneDigital

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $55,000 - $65,000 per year

Job Level

JuniorMid-Level

About the role

  • Strategic partner within the sales organization; drive sales effectiveness, onboarding, CRM data integrity, and cross-functional initiatives\n
  • Design, maintain, and audit sales and retention reporting using CRM, Power BI and related analytics tools\n
  • Administer integrations between CRM, marketing automation, and other sales tools to streamline lead flow and reporting\n
  • Ad-hoc reporting\n
  • CRM & Data Management: Oversee data integrity and user support within CRM systems (e.g., D365, Salesforce, EPIC). Implement data cleansing, deduplication, segmentation, and reporting processes\n
  • Bridge RFP Process: Assist in the RFP process: create aesthetically formatted proposals, manage RFP 360 responses, and collaborate with internal stakeholders\n
  • Marketing & Technology Integration: Collaborate with Marketing on campaign execution; manage lead lists, segment audiences, track MQLs; administer prospecting tools\n
  • Project Management & Special Initiatives: Act as project manager for special initiatives, ensure deliverables on time; onboarding and mentoring

Requirements

  • Bachelor's Degree required\n
  • 2+ years in sales operations, business development or enablement\n
  • Experience in employee benefits or insurance brokerage industry preferred\n
  • Prior experience with large data sets, reporting, and customer segmentation\n
  • Strong leadership, communication, and cross-functional collaboration\n
  • Proficiency with CRM systems (D365, Salesforce, EPIC), Power BI, MiEdge/Zywave, ZoomInfo, LinkedIn Sales Navigator, Seismic\n
  • Advanced Microsoft Office Suite skills, especially Excel\n
  • Analytical mindset with ability to interpret data and influence outcomes