Sales Operations Associate

MarshBerry is growing! We are seeking a Sales Operations Associate to join our team. We have a people-first fast-paced collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn improve and realize their career goals. We offer competitive benefits new challenges and learning experiences.

Job Details

Position Summary:

MarshBerry is seeking a Sales Operations Associate based in one of MarshBerrys office locations. The Sales Operations Associate will help drive MarshBerrys growth strategy by enabling the sales team to achieve their new business goals. The Sales Operations Associate will focus on building the sales infrastructure identifying process improvements and identifying development opportunities. The Sales Operations Associate will be responsible for regular reporting on key performance metrics analyzing the data and making recommendations to leadership.

Responsibilities:

• Enable business development team and MarshBerry consultants to achieve new business goals through continuously improving sales infrastructure and processes.
• Support individuals with sales goals with pipeline management business plans lead generation and forecasting efforts.
• Monitor team members productivity and capacity and propose adjustments as needed.
• Assist with coaching and developing individuals with sales goals and recommend training opportunities.
• Ensure the right performance metrics are in place and develop regular reporting and dashboards to track progress.
• Assist with tracking and maintaining information in Salesforce ensuring data integrity and accuracy.
• Partner with the Salesforce Operations Team to make updates to Salesforce to enhance the effectiveness of the system.
• Collaborate with marketing and other teams to align lead management thought leadership efforts and continual improvement of lead quality and conversion.
• Assist with development of marketing strategies and materials that align with service delivery strategies as well as assist with external and internal branding execution.
• Stay informed on industry trends competitors and emerging opportunities.
• Special projects and other tasks as assigned.

Selection Criteria

Education & Experience:

• Bachelors degree in business Finance Marketing or related degrees.
• Related professional designations and licenses are preferred.
• 3-5 years of sales operations business analytics or related experience ideally within investment banking or financial services.
• Salesforce experience is a plus especially with reporting and dashboards.
• Strong analytics experience utilizing excel and BI tools.

Other:

• Proficient in Microsoft Office Word Excel PowerPoint and other software.
• Strong communication and relationship-building skills.
• Organized self-motivated and able to manage multiple priorities.
• Maintains confidentiality of proprietary information and that of clients.
• Positive and professional able to show consideration for and maintain good working relations with co-workers and remains open to others ideas and exhibits willingness to try new things.
• Ability to travel occasionally (10-15%).

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously speaking straight being for each other acknowledgement & appreciation and honoring commitments. We are committed to fostering an environment of Diversity Equity and Inclusion. We strive to educate our current and potential employees in these areas while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents brokers and carriers as well as wealth and retirement plan advisors. Our services include but are not limited to financial operational sales management merger and acquisition advisory peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients with whom we build trusted advisor relationships. At MarshBerry our mission is to help our clients learn improve and realize their value. Our clients credit us for providing the vision tools and discipline to help them reach their strategic goals.

Its one thing to be recognized as experts in our field it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crains Best Employers in Ohio
• The Nations Best and Brightest in Wellness
• North Coast 99
• Top Work Places The Plain Dealer
• Weatherhead 100
• West Michigans Best and Brightest Companies to Work for

To learn more about MarshBerry visit .

We appreciate your interest in MarshBerry. As an equal opportunity employer your application will be considered with regard to all laws which prohibit discrimination because of race color sex religion national origin age disability military status and genetic information and requirements to take affirmative action in the hiring of minorities including women veterans and those individuals with disabilities.

Required Experience:

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