Sales Operations Specialist
Skills
BusinessBusiness Process ImprovementData AnalyticsEasily AdaptableInterest RatesKaizenRoot Cause Analysis
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3+ years of experience in sales operations business operations process improvement or a related analytical operational role
- Demonstrated experience owning and improving processes including structured root cause analysis and measuring the impact of changes
- Hands-on experience with CRM tools e.g. Salesforce and with data analysis and reporting
- Comfort applying AI and automation tools to streamline and improve workflows
- Strong organizational skills and attention to detail with the ability to manage competing priorities
- Excellent written and verbal communication skills
- Formal process-improvement training or methodology e.g. Lean Six Sigma Kaizen
- Experience building automations or workflow tooling e.g. CRM automation low-code no-code platforms or scripting
- Experience in health insurance benefits or ACA products and distribution
- Familiarity with broker agency onboarding contracting and certification processes
- Prior experience in a high-growth or startup environment
Nice to have
- Analytical rigor
- Root-cause mindset
- Continuous improvement
- Curiosity
- Cross-functional collaboration
- Change management
- Results-oriented
Day to day
- Own and continuously improve core sales and broker-distribution processes end to end, with a focus on clarity reliability and measurable performance.
- Investigate operational breakdowns delays and errors using structured root cause analysis and implement durable fixes that reduce friction.
- Support broker agency FMO and GA onboarding contracting and certification while maintaining accurate CRM data reports and escalations.
- Partner cross-functionally with Sales Compliance Operations and Finance to scale efficient AI-driven workflows and improve the overall member and broker experience.