Pacific Life

Sales Process Manager

Pacific Life

full-time

Posted on:

Location Type: Office

Location: Newport Beach • California • New York • United States

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Salary

💰 $152,010 - $185,790 per year

Job Level

SeniorLead

About the role

  • Provide leadership to a matrixed team driving sales process strategy and go to market efforts
  • Improve Salesforce capabilities that optimize user experience to drive sales results
  • Partner with Sales, Technology, Marketing, and stakeholders to shape Salesforce user strategy
  • Redesign and reinvent sales process leveraging technology, automation, and AI for efficiency
  • Own sales tools strategy and partner with various teams (marketing, training, product intelligence) on deployment
  • Partner with training and concierge to drive adoption across sales tools tech stack

Requirements

  • 8+ years distribution experience in the financial services space with a focus on annuity/life third party distribution
  • 4yr College degree
  • Strong understanding and experience with Salesforce
  • Self-driven with ability to work independently and with minimal guidance
  • Strategic thinker (innovator) with strong communication skills
  • Comfortable working at all levels of the organization
  • Strong familiarity with tech stack needed to support sales process and advisors
  • Proficiency in Microsoft suite of products & Seismic
  • Ability to lead by influence and not necessarily through a traditional organizational structure
  • Strong decision making with a keen focus on delivering outcomes
  • Experience driving agile delivery programs with diverse scope while regularly re-evaluating for value alignment, ROI, etc.
Benefits
  • Medical, Dental, Vision, and Wellbeing Reimbursement Account
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation
Applicant Tracking System Keywords

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

Hard Skills & Tools
SalesforceautomationAIagile deliverydecision making
Soft Skills
leadershipstrategic thinkingcommunicationself-driveninfluence
Certifications
4yr College degree