Sidecar Health · 3 hours ago

Sales Operations Analyst

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Build and manage reports and dashboards to track sales and broker performance, sales pipeline, and key metrics, providing insights for data-driven decision making

Assist with channel sales forecasting and identify areas for improvement in modeling and sales processes

Manage the broker commissions process, ensuring timely and accurate payments

Maintain and update sales incentives to ensure accurate processing of customer requests and commission payments

Analyze sales data and identify trends and opportunities within the broker channel, including territory management and market analysis

Manage and ensure the accuracy and completeness of broker data within the CRM system

Partner with the Broker Sales team to understand their needs and challenges, including data and process-related requests

Support the creation of sales presentations, proposals, and marketing materials targeted towards brokers

Identify and implement process improvements to enhance sales effectiveness

Collaborate with other departments (e.g., Marketing, Product) to ensure alignment and support for the broker channel

Stay up-to-date on industry trends and regulations impacting the broker channel

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales operations experienceHealthcare insurance knowledgeCRM software (Salesforce)Microsoft Office SuiteDatabase queryingProcess improvementSales forecastingCollaboration skills