Sales Operations Specialist
FSI
ERP
Sales Operations Specialist - Hybrid
OneDigital
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $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
