Own and optimize the end-to-end sales process, from lead generation through deal closure, ensuring consistency, scalability, and efficiency.
Serve as the Salesforce subject matter expert, driving CRM best practices, data integrity, and user adoption across the sales organization.
Develop and maintain robust pipeline management frameworks, including forecasting models, stage definitions, and conversion metrics.
Design and deliver sales reporting dashboards and performance analytics in partnership with Data Science to inform strategic decisions and drive accountability.
Partner with sales leadership to identify enablement needs and develop training programs, playbooks, and tools that improve seller effectiveness.
Lead cross-functional initiatives with Marketing, Finance, and Product to align go-to-market strategies and support revenue growth.
Monitor and analyze key performance indicators (KPIs) to identify trends, risks, and opportunities for improvement.
Support territory planning and compensation modeling in collaboration with Finance and HR.
Drive continuous improvement in sales operations through process automation, system enhancements, and change management.
Requirements
7+ years of experience in sales operations, enablement, or revenue strategy roles, preferably within insurance services, SaaS, or B2B service industries.
Expert-level proficiency in Salesforce CRM, including implementation, reporting, dashboards, workflows, and data management.
Strong proficiency in Power BI for building dynamic dashboards and visualizing sales performance data.
Proven ability to manage complex sales pipelines and deliver accurate forecasting insights.
Strong analytical skills with the ability to translate data into actionable recommendations.
Experience designing and implementing sales enablement programs that drive measurable impact.
Excellent communication and collaboration skills, with the ability to influence stakeholders across all levels of the organization.
High attention to detail and a passion for process optimization and operational excellence.
Benefits
health, dental and vision insurance
401K with company match
paid time off (PTO)
short and long-term disability insurance
AD&D insurance
life insurance
more!
Applicant Tracking System Keywords
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