The Sales Operations Supervisor is pivotal in ensuring the seamless day-to-day operations of member management, including handling member onboarding, changes, terminations, CRM data entry and integrity, and annual projects such as Reinsurance Packets, Member Verification & TPA Verifications and more. This role will lead a team focused on maintaining operational excellence, supporting external-facing employees, and contributing to the achievement of company goals.

Essential Duties and Responsibilities include the following:

Sales Operations

• Lead and develop a strong, motivated team responsible for: day-to-day maintenance of managed tasks supporting member management; preparation of reports and analysis for the entire organization; event support and preparation; acting as internal liaisons for other departments, maintaining the external bandwidth of Business Development and Account Management.
• Ensure all team members receive the proper training and certifications to complete assigned tasks effectively.
• Identify, implement, and optimize supporting business processes for staff productivity and success.
• Work with the sales team and leadership to define territory planning and management plan.
• Align strategies with projects, leadership decisions, and data-driven results from strategic research initiatives.
• Serve as the department representative for corporate projects or oversight committees, communicating pertinent status updates to Business Development, Account Management, and Marketing.

Member Management:

• Oversee the processes for member onboarding, changes, and terminations, ensuring accuracy and efficiency.
• Maintain the integrity of CRM data, ensuring up-to-date and accurate information.
• Coordinate and manage annual projects such as Reinsurance Packet preparation, Member & TPA Verifications, the collection of Alliance member SBCs, SPDs, custom plan materials and more.
• Provide backup support for Account Management, including in-office availability to respond to customer issues or external support at events.
• Conduct regular audits of member data to verify accuracy and consistency across all records.
• Implement checks and balances to maintain the integrity of member benefit plan tiers and provider directory information links.

Process Management, Improvement and Planning

• Manage processes around data integrity, validation and audits to ensure accuracy.
• Perform regular audits of sales processes to ensure compliance and identify areas for improvement.
• Identify opportunities to improve internal and external business processes using data analysis, enhancing customer experience.
• Collaborate with other departments to identify and implement cross-functional process improvements.
• Lead projects to improve operational and inter-departmental workflows for Business Development, Account Management, Marketing and Operations.
• Develop training content for department workflow changes, technology implementations/changes, departmental updates, and other topics.
• Promote a culture of continuous improvement within the sales operations team.

Qualification Requirements:

• Bachelor’s degree in management, business administration, or a related field. At least three years of experience in sales operations or a related role, preferably in a healthcare or insurance setting.
• Strong interpersonal, written, and verbal communication skills.
• Experience in training and developing team members.
• Ability to work collaboratively in a fast-paced, deadline-oriented environment.
• Works well with multiple managers on a variety of projects simultaneously with strong deadline-orientation.
• Proven experience in IT-related project management.
• Microsoft Office proficiency; understanding of calculations and preparing tables and charts.
• Must have ability to brainstorm, synthesize multiple concepts and think strategically.
• Comfortable with fast-paced, diverse environment.
• Accurate, detail oriented and resourceful.
• Health insurance or health benefit experience is a plus.

Our DEI Commitment: Diversity, Equity, and Inclusion (DEI) are critical for The Alliance to realize Our Vision and attract, retain, and excite exceptional people. The Alliance is committed to embedding DEI into our culture such that diverse experience and perspectives are valued and welcomed, driving innovation.