What are the responsibilities and job description for the Sales Operations Specialist position at Via Benefits?
- 202501620
- Tempe, Arizona, United States
- Tampa, Florida, United States
- Atlanta, Georgia, United States
- Short Hills, New Jersey, United States
- Philadelphia, Pennsylvania, United States
- Full time
- Closing on: Apr 30 2025
Description
We are seeking a dynamic and strategic individual to join our team as a Sales Operations Partner. In this role, you will play a pivotal role in driving new business through strategic prospect analysis, sales reporting, marketing campaigns, business planning, and client engagement. Working closely with cross-functional teams, you will partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk, while enhancing relationships to support and enable growth activities.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Develop and execute growth strategies across Industry Verticals and Geography segments, considering industry representation.
- Collaborate with CRB Leadership to manage growth analysis and forecasting.
- Work closely with Strategy Leader to ensure accurate new business forecasting, variance reporting management, and business planning.
- Organize prospecting strategy sessions with the sales community and assist in new business forecasting and growth progression.
- Track and evaluate market penetration, prospect assignment, and client retention efforts.
- Maintain accurate pipeline forecasts and collaborate with the Financial Business Partner on forecast changes and reporting needs.
- Create and maintain robust prospect lists based on industry, geography, etc.
- Coordinate and maintain client and prospect contact lists in CRM to facilitate marketing initiatives and drive brand awareness.
- Coordinate business plans and growth calculators review with CRB Leadership to evaluate progress.
- Partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk.
- Enhance relationships with Business Leaders to support and enable growth activities.
- Drive adoption of Dynamics 365 via training, demonstrating value of reporting, and providing resources to assist with data issues.
- Maintain a high level of support for managed accounts by continuing to partner with LRMs.
- Focus on building and strengthening relationships with Sales Operations key stakeholders.
- Offer best practices and supporting resources to extend our reach and drive efficiencies in our work.
The Requirements
- Bachelor's degree in Business Administration, Marketing, or a related field.
- years of experience in market analysis, sales reporting, and business planning.
- Proven track record of driving new business growth and market expansion.
- Strong analytical skills with the ability to interpret data and trends effectively.
- Excellent communication and interpersonal skills.
- Proficiency in CRM platforms, Microsoft Office Suite, and reporting tools such as Epic, Power BI, etc.
- Ability to work independently and collaboratively in a fast-paced environment.
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans
