Sales Operations Analyst
Sales Operations Analyst
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$ 70000 - 80000
1 Vacancy
Job Description
About Specialty Program Group: Our goal is topartner with industry-leadingspecialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offersaccess to capital and investment deep carrier relationships creative thinking product development and broad distribution while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group deliversleading-edge specialty expertisebacked by transformativedigital capabilitiesand sophisticateddata and analytics.
About the Position: An ideal candidate for the Sales Operations Analyst position will have a strong understanding of sales operations functions and ideally direct experience with employee benefits products & services. This individual will have the opportunity to be part of a foundational team developing scalable processes for a new referral channel within the HUB & SPG ecosystem & will serve as a Subject Matter Expert (SME) both internally within HUB/SPG & externally with our partner. Working in tandem with Sales Leaders Strategic Resource Managers & Operations Leadership this individual will support open market quoting efforts sales opportunity management within a CRM transition processes to move from sales to service & overall reporting oversight. Strong organization collaboration and communication skills are critical for success in this role.
Key Responsibilities:
Manages all sales opportunities within designated CRM ensuring visibility for internal/external stakeholders and adherence to contractual SLAs
Triage all sales opportunities to ensure readiness to quote
Track actionable next steps and aligned owners to ensure quoting SLA adherence based on quoting strategy developed in collaboration with internal stakeholders
Initiates open market quoting efforts via quoting tools or formal RFP process with general agency partners or direct carrier contacts
Creates marketing presentations that sales leaders will present to prospective clients ensuring quality and accuracy
Develops quoting best practices and Standard Operating Procedures (SOPs)
Partners internally to develop scalable transition processes as clients move from sales to service
Owns transition to service checklist to ensure smooth transition from SPG to a local HUB
Partners internally to develop reporting and analytics processes to support forecasting capacity modeling and referral/revenue projections
Owns reporting and analytics for referral channel
Identifies continuous improvement opportunities and implements strategies and solutions developed in partnership with leadership
Supports the roll out of a myriad of processes and tools per leadership direction
Qualifications:
2 years experience in sales operations role direct experience with employee benefits products services and marketplace a strong plus
Thrives in a fast-paced environment and comfortable with organizational change
Impeccable organizational skills
Effective communicator with proven ability to collaborate cross-functionally
Self-starter who excels with minimal oversight or direction
Adaptable and capable of balancing competing priorities
Strong sense of curiosity and willingness to learn
Data-driven and analytical
Team-oriented mindset
Work Location: This is a 100% remote position working in your local time zone. Access to a local office may be available upon request.
Salary Transparency: The expected salary range for this position is $70000-$80000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time off benefits and eligible bonuses equity and commissions for some positions.
Travel Expectations: None
Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelors degree (4-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
IC
Employment Type
Full-Time
