Health Insurance Sales Operations Analyst
You support Health Insurance Sales by building reports, dashboards, forecasts, AI-powered tools, automations, and workflows. You manage sales operations, improve data quality, administer territories and accounts, support quota planning, and solve reporting and process issues.
Responsibilities
- Build, automate, and maintain sales reports and dashboards
- Produce operational reporting, revenue insights, and forecasting models
- Own metric definitions and data accuracy
- Identify and prototype AI and automation tools
- Embed AI into sales workflows
- Lead AI and automation projects
- Improve sales processes and automation
- Document processes and build playbooks
- Provide day-to-day support to sales leadership and representatives
- Manage account and territory administration
- Support territory, quota, and coverage planning
- Reconcile monthly sales compensation
- Troubleshoot reporting, workflow, CRM, and pipeline issues
- Translate sales challenges into business requirements
Requirements
- 5+ years in Sales Operations, Revenue Operations, or a similar analytical GTM role
- Strong Salesforce proficiency
- Experience with Salesforce reports and dashboards, SQL, Tableau or Looker, and Excel or Google Sheets
- Experience with forecasting, pipeline management, and territory or quota planning
- Ability to evaluate AI and automation tools
- Excellent written and verbal communication
- First-principles problem-solving skills
- Strong organization and attention to detail
- Experience supporting fast-changing sales teams
Benefits
- Health insurance
- 401(k)
- Equity (RSUs)