Sales Operation Specialist - Hybrid (Berwyn, PA)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

The Sales Operations Specialist will be responsible for scheduling/coordination/management of various sales/strategy/marketing related meetings and resulting projects and initiatives, assisting the Sales and Marketing teams with CRM data management, administering the lead qualification process, and supporting end users with our data and reporting systems. The main focus is to provide technical assistance that drives and promotes a high-performing sales culture for our Sales, Marketing, and Operational teams.

Essential Duties and Responsibilities:

• CRM Data Management (D365 and SPARC)

  • To maintain data and perform data tasks:

    • unsubscribed users still receiving communications

    • failure to receive communication error

    • optout requests

    • data uplift cleansing activities such record deduplication

  • Support end users, maintain, cleanse and validate data files for the CRM database

  • CRM data assignments, maintenance and data clean-up projects

  • Build and create CRM advanced finds / standardization of reports to review, audit, and validate data related to sales and open pipeline activity

  • Schedule biweekly meetings with producers to ensure D365 data is clean. Update prospect information. Identify cause of difference between Power BI and our records for new business sold. Work closely with Systems and Financial Project Manager on Power BI and D365 reporting.

• Support Managing Principal and Managing Director, General Agency by scheduling/coordination/management of various sales/strategy/marketing related meetings and resulting projects and initiatives. This includes the identification and tracking of actions items resulting from internal/external meetings. Hold others accountable for assigned tasks.

  • Create ad hoc reports in support of sales initiatives at the direction of the Managing Principal and Managing Director, General Agency.

• Lead Qualifications process (qualification, distribution, tracking, coordination, and Dun & Bradstreet utilization for Sales Desk, Sales Leaders, Principals, Producers, and their staff.)

  • Track both producer- and technology-generated prospects leads. Actively manage new and existing prospects.

• Support Marketing efforts and the broader CRM Team

  • Pull marketing materials for retail producer prospect meetings. Maintain library of relevant, current retail marketing materials and leverage them to move retail prospects along in the sales pipeline. (i.3. 25% to 50%, 50% to 75%, etc.)

  • Campaign activity and Market Qualified Leads (MQL’s)

  • Update the Marketing mail folder by changing employees’ employment status, adding new email addresses, and other miscellaneous duties

  • Manage the Marketing email Better Benefits folder by responding to requests made by prospects and clients which includes updates and status changes

• D4M Administration processing

  • Add new users, manage user profiles, maintain data, and update user profiles

  • Trouble shoot with prospects and clients when Eloqua campaign issues arise

• MiEdge administration responsibilities

  • Add users

  • Monitor credit utilization

  • Review cost effectiveness

• Collaborate with our Sales Operations team and management to provide training, guidance and mentorship for part-time and temporary employees who work on special projects

• Additional responsibilities assigned by management.

Qualifications, Skills, and Requirements:

• Candidate should be well organized, detailed-oriented and able to multi-task

• Must be self-motivated, able to manage multiple priorities, a large workload and thrive in a fast-paced environment

• Excellent organizational intelligence and communication skills

• Strong attention to detail with demonstrated analytical, technical, and computer skills

• Problem solving skills and a strong work ethic are necessary

Education, Training and Experience:

• Prior experience in broker agency or working within the insurance sector in a marketing capacity is a plus

• Data management or related environment experience, and will have worked with large volumes of customer data including filtering, running queries and segmentation.

• Previous relevant CRM experience (D365 experience a plus)

• Proficient computer skills including Excel, Word, and PowerPoint is a must

• MiEdge, Dun & Brad Street, and D4M experience is preferred

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!