[Hiring] Lead Sales Operations Specialist @Milliman

Role Description

The Lead Sales Operations Specialist is a hands-on member of IntelliScript’s Sales and Marketing team who will help ensure the sales organization has the processes, tools, data, and insights needed to operate effectively and support business growth. Working closely with Sales leadership, Account Executives, Client Relationship Management, Marketing, Finance, and other internal teams, this role will manage and improve day-to-day operations that accelerate revenue growth, drive efficient and effective go to market execution, and measurable client, partner, and prospect engagement.

The Lead Sales Operations Specialist will support and optimize:

• Sales and marketing processes
• Proposal and RFP activities
• CRM and prospect data management
• Go to market reporting (marketing, sales, alliances, retention & growth)
• Performance and pipeline analytics
• Workflow management

This role will also identify opportunities to improve processes, implement and leverage technology, establish operational standards, and develop solutions that increase efficiency, productivity, and consistency across the go to market functions.

The ideal candidate is highly organized, analytical, and comfortable rolling up their sleeves to get things done. This role is for someone who enjoys:

• Working with data
• Solving problems
• Improving processes
• Building consensus across stakeholders
• Turning information into actionable insights

The Lead Sales Operations Specialist will be expected to manage multiple priorities, proactively identify opportunities for improvement, and independently take projects from concept through execution while maintaining a high level of accuracy and quality.

Qualifications

• Bachelor’s degree in any field
• 7+ years of experience in sales operations, sales analytics, business operations, finance, or a related analytical field
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
• Experience working with CRM systems with a focus on enterprise B2B SaaS; Salesforce experience; and adjacent integrations
• Strong attention to detail and commitment to data accuracy
• Demonstrated ability to manage multiple projects and priorities in a matrixed environment
• Ability to handle confidential and sensitive information, preferably in regulated industries such as information subject to HIPAA, FCRA and other regulatory environments

Requirements

• Highly organized and detail-oriented, with the ability to manage multiple priorities, projects, and timelines while maintaining a high level of accuracy and quality
• Proactive, self-motivated, and outcome-oriented, with the ability to identify challenges, take ownership, and work collaboratively to drive issues through resolution
• Strong analytical and business acumen, with the ability to analyze sales, marketing and financial data to identify trends and insights, and clearly communicate findings and recommendations to internal stakeholders and leadership
• Results-oriented with the ability to connect data, analysis, and insights to business objectives and sales outcomes
• Comfortable working within established processes while proactively identifying opportunities to streamline workflows, improve efficiency, and strengthen sales operations
• Able to work independently with minimal supervision while collaborating effectively across Sales, Marketing, Finance, Client Relationship Management, and other cross-functional teams
• Excellent written and verbal communication skills, with the ability to communicate complex information clearly and effectively with colleagues, leadership, clients, and prospects
• Comfortable working directly with clients and prospects to understand their needs, explain processes or system capabilities, and provide appropriate technical or operational guidance
• Adaptable, resilient and a curiosity for continuous learning, with the ability to quickly understand and apply new technologies, systems, tools, and techniques
• Thrives in a collaborative, fast-paced environment where initiative, accountability, sound judgment, and a strong work ethic are valued

Benefits

• Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
• Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
• 401(k) Plan – Includes a company matching program and profit-sharing contributions
• Discretionary Bonus Program – Recognizing employee contributions
• Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
• Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
• Holidays – A minimum of 10 paid holidays per year
• Family Building Benefits – Includes adoption and fertility assistance
• Paid Parental Leave – Up to 11 weeks of paid leave for employees who meet eligibility criteria
• Life Insurance & AD&D – 100% of premiums covered by Milliman
• Short-Term and Long-Term Disability – Fully paid by Milliman