Field Operations Analyst

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Oversee, coordinate, and generate sales forecasts, performance analytics, key performance indicators (KPIs), reports, and cross-functional elements for biweekly territory meetings.

• Handle quarterly territory rotations in collaboration with executive sales leadership and Managing Directors.

• Assess completed activities, current pipeline, and alignment with the yearly business plans of the Managing Directors.

• Assist with sales opportunity underwriting and formulate responses to Requests for Proposals.

• Create sales Order Forms and manage the collection of Good Orders until completion.

• Deliver weekly leadership reports on the status of new and outstanding Order Forms/Pre-Implementation Checklists.

• Utilize and enhance Zoho CRM to optimize order form creation, capture business requirements, and enhance dashboards.

• Coordinate the preparation of client renewal documentation and monitor client changes, terminations, and retention rates.

• Train Managing Directors on Zoho and sales tools, including Seismic, ZoomInfo, and Miedge.

• Ensure data integrity checkpoints are upheld and facilitate seamless transitions of client data and documentation to Operations.

• Identify and escalate any process or data discrepancies and assist in process improvements.

• Generate client health and retention reports for the Client Experience leadership team.

• Analyze engagement and account metrics to uncover upselling and expansion opportunities.

• Collaborate with Client Experience on discussions related to retention and growth.

• Act as a liaison among Field Operations, Sales, Marketing, Finance, Operations, and Client Experience.

• Maintain the repository of marketing materials and support sales operations along with product/functionality launches.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• At least 3 years of experience in sales support, operations support, or reporting analyst roles.

• Self-motivated individual with excellent organizational capabilities and meticulous attention to detail.

• Comprehensive knowledge of the sales process and client lifecycle.

• Exceptional written and verbal communication skills.

• Proficient in using and managing a CRM system (e.g., Zoho, Salesforce, HubSpot, Monday).

• Strong proficiency with Microsoft 365 (Outlook, Excel, Teams).

• Advanced knowledge of Excel.

• A desire to contribute to and help shape our exceptional culture.

• Previous experience in the technology, benefits consulting, healthcare, insurance, or pharmaceutical industries.

• Relevant work experience in an entrepreneurial setting, particularly within a startup or early-stage growth company.

🏝️ Benefits

• Mission-driven culture where your contributions have a genuine impact.

• Flexible work arrangements.

• Collaborative work environment.

• Opportunities for growth and advancement.

• Affordable medical, dental, and vision insurance.

• 401(k) plan with employer matching.

• Company-paid life insurance, short-term disability, and long-term disability coverage.

• Paid time off.

• Paid parental leave.

• And much more!