Lead Sales Operations Specialist – IntelliScript

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

📋 Description

• Oversee and enhance daily and long-term sales operations processes and strategies.

• Assist with proposal and RFP processes, which includes coordination, data collection, and timeline management.

• Sustain and enhance CRM systems and prospect data.

• Develop and maintain sales reports, dashboards, and performance analytics.

• Evaluate go-to-market data and convert findings into actionable recommendations.

• Recognize opportunities for workflow optimization and operational efficiency improvements.

• Identify and execute automation and integration solutions to decrease manual tasks and enhance accuracy.

• Establish and uphold clear sales operations standards, processes, and quality controls.

• Collaborate with Sales, Marketing, Finance, Client Relationship Management, and other departments on cross-functional projects.

• Manage projects from inception through completion, ensuring deliverables are accurate and timely.

• Provide leadership with reporting, analysis, and insights to guide business decisions.

• Engage directly with clients and prospects to understand their needs, clarify processes or system functionalities, and offer suitable technical or operational advice.

⛳️ Requirements

• Bachelor’s degree in any discipline.

• Over 7 years of experience in sales operations, sales analytics, business operations, finance, or a related analytical area.

• Strong analytical and problem-solving capabilities, with the ability to convert data into actionable insights.

• Experience with CRM systems, particularly in the enterprise B2B SaaS sector.

• Familiarity with Salesforce and related integrations.

• Exceptional attention to detail and a commitment to data integrity.

• Proven ability to manage multiple projects and priorities in a matrixed environment.

• Capability to handle confidential and sensitive information, preferably in regulated industries, such as those governed by HIPAA, FCRA, and other regulatory frameworks.

• Experience in an enterprise B2B or SaaS context is advantageous.

• Background in regulated industries is a plus.

• Willingness to travel to the Milliman office in Brookfield, WI as necessary and travel nationwide for meetings, conferences, and team events.

🏝️ Benefits

• Medical, Dental, and Vision coverage for employees, dependents, and domestic partners.

• Employee Assistance Program (EAP).

• 401(k) matching program and profit-sharing contributions.

• Discretionary Bonus Program.

• Flexible Spending Accounts (FSA).

• Paid Time Off (PTO): 15 days annually for full-time employees, prorated for part-time employees.

• A minimum of 10 paid holidays each year.

• Family Building Benefits, which include adoption and fertility assistance.

• Up to 11 weeks of paid parental leave for eligible employees.

• Life Insurance & AD&D with Milliman covering 100% of premiums.

• Fully funded Short-Term and Long-Term Disability coverage.

• Opportunities for skills training, career development, learning, and mentoring.

• Employee Resource Groups.

• Opportunities to contribute to professional organizations.