Sales Operations Analyst

  • Job #

Title: Sales Operations Analyst

Reports to: Director of Sales

Location: Arlington, VA

Our client is a nonprofit veteran service organization providing life insurance and annuity products to support military families.

Duties & Responsibilities

  • Serves as primary resource and liaison within our client for the coordination of lead generating efforts, working closely with stakeholders in other departments to identify potential sources of sales leads and providing input on strategies and process to generate qualified leads for Sales team
  • Establishes and serves as Sales POC for Service Level Agreements regarding lead generation with other departments establishing common definitions, reporting framework, and targets for all programs in support of the Sales strategic goals
  • Responsible for staying current on Sales Enablement technologies and strategies, and when needed, evaluate new vendors/technologies and/or implement strategic and tactical changes to our client’s sales methodology/process as approved by the VP of Sales
  • Manage Sales Enablement/Technology vendors, including negotiating contracts and pricing, and work with Sales Management to conduct regular trainings and refreshers on vendors
  • Develop and maintain reports for tracking end to end lead performance, working closely with sales management to optimize generated lead quantity, quality, and management
  • Completing data analysis to discover patterns derived from root causes
  • Collaborate with business analysts and data operations to act as an internal consultant by integrating with departmental customers to identify opportunities, scope and define the business problems, performing data analysis, and generate self-service solutions to address needs
  • Provide a comprehensive monthly report and presentation on all lead generation efforts and overall sales activity to our client’s executive team
  • Plan and forecast lead generation requirements to ensure our client’s strategic sales goals are met or exceeded
  • Assist in development and management of all sales related processes, especially as they relate to CRM platform
  • In coordination with Sales Training, develop playbooks for lead sources and campaigns, providing insight into program goals, background, targets, and tactical suggestions
  • Manage requests for and produce ad-hoc reporting regarding sales activity as need/requested
  • Continuously research and maintain knowledge of Life Insurance industry trends and competition
  • Comply with all pertinent laws/regulations, Bylaws and policies established by the board and all written/verbal instructions received from the Director and/or Vice President of Sales

Education & Qualifications

  • Bachelor’s degree or military service with honorable discharge preferred; equivalent work experience considered with analytical focused backgrounds
  • 5-7 years of overall work experience with 2-3 years of experience in an analysis focused role, supporting sales and/or marketing teams
  • Highly proficient with MS Office and Excel in particular; comfortable with handling large of amounts of data that resides in several different systems
  • Experience administrating a CRM or user groups within a CRM, preferred
  • Strong presentation skills; in addition to being comfortable presenting information up and down the ladder, experienced in working closely with and presenting to executive teams
  • Demonstrated ability to find creative solutions to problems, with strong interpersonal skills and ability to build and direct consensus across departments within our client
  • Must possess strong initiative and be able to prioritize ad-hoc and recurring duties

Experience with:

Python, R, Scala, and SQL programming