Lead Sales Operations Specialist - IntelliScript (Remote)

Milliman•Brookfield, WI

2d•Remote

About The Position

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, and 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, and 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.

Requirements

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

Nice To Haves

Experience in an enterprise B2B or SaaS environment is a plus
Experience in regulated industries

Responsibilities

Manage and optimize both day-to-day and long-range sales operations processes and strategy
Support proposal and RFP activities, including coordination, data gathering, and timelines
Maintain and improve CRM and prospect data
Build and maintain sales reports, dashboards, and performance analytics
Analyze go to market data and translate findings into actionable insights
Identify opportunities to streamline workflows and improve operational efficiency
Identify and implement automation and integration opportunities to reduce manual work and improve accuracy
Establish and maintain transparent sales operations standards, processes, and quality controls.
Partner with Sales, Marketing, Finance, Client Relationship Management, and other teams on cross-functional initiatives
Lead projects from concept through execution and ensure deliverables are completed accurately and on time
Support leadership with reporting, analysis, and insights to inform business decisions

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