Reserv · 1 day ago
Sales Operations Lead
United States
Full-time
Remote
Entry, Mid Level
2+ years expReserv is an insurtech focused on automating claims processes through innovative AI and automation technology. As a Sales Operations Lead, you will support the company's growth by enabling customer acquisition, building revenue models, and providing strategic business insights through data analysis and reporting.
ConsultingFinancial ServicesInsurance
Responsibilities
Building reusable forecasting models from historic data and trends
Creating business intelligence reports and dashboards for sales, business development, and operations leaders
Managing tactical aspects of sales and customer conversion workflows, supporting the development of these workflows where they do not yet exist
Supporting customer demo and due diligence processes
Communicate ideas and solutions through clear, concise writing and presentations
Help influence the culture, values, and processes of a growing Business Development team
Enjoy and have fun being creative and thinking outside of the box
Qualification
Required
2–4 years of experience as an individual contributor in data analytics, business intelligence, or consulting
Strong proficiency in working with large, structured datasets, specifically in trend analysis and forecasting
Experience building reports or dashboards in Looker (preferred) or a similar BI tool (e.g., Tableau, Power BI, Mode)
Salesforce or sales operations experience preferred
Strong analytical and problem-solving skills with the ability to distill complex data into clear, actionable insights
Excellent communication skills — able to summarize findings and present recommendations to senior leaders
Ability to collaborate effectively with technical, non-technical, finance, and executive stakeholders
Preferred
Experience building reports or dashboards in Looker (preferred) or a similar BI tool (e.g., Tableau, Power BI, Mode)
Salesforce or sales operations experience preferred
Benefits
Generous health-insurance package with nationwide coverage, vision, & dental
401(k) retirement plan with employer matching
Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
Generous family leave policy after 8 months of continuous work
Work from anywhere to facilitate your work life balance
Apple laptop, large second monitor, and other quality-of-life equipment you may want. Technology is something that should make your life easier, not harder!
Company
Reserv
Reserv offers solutions for optimizing property and casualty claims processing.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$84.15MKey Investors
QBE VenturesFlourish Ventures
2025-09-16Series B· $16M
2025-06-04Series B· $25M
2023-10-03Series A· $20M
Leadership Team
Martha Dreiling
Co-Founder & Chief Operating Officer
Andrew Pedler
Vice President
Recent News
alleywatch.com
2025-09-23
2025-09-23
FinTech Global
2025-09-19
Company data provided by crunchbase