Sales Operations Lead

Milliman•Chicago, IL

3d•Hybrid

About The Position

The Sales Operations Lead works across Integrate® and consulting teams to connect sales priorities with subject-matter experts and delivery resources. The role brings structure to complex sales activity, maintains accurate and actionable commercial information, and ensures opportunities progress with clear ownership, next steps, timelines, and expected value. It requires strong commercial judgment, attention to detail, and the ability to coordinate senior stakeholders without formal authority. The position supports strategic account planning and opportunity management, facilitates pipeline and account reviews, coordinates proposal and RFP workflows, and prepares forecasts, reporting, dashboards, and win-loss analyses for the Senior Sales Director and practice leadership. It also tracks contributor capacity, monitors relationship coverage and pipeline progress, identifies risks and stalled opportunities, maintains accessible commercial materials, and supports continuous improvement of sales processes and tools. The role provides client, market, and competitive insights to support account planning and commercial decisions. The role requires weekly in-person work at Milliman’s Chicago, Illinois office, though flexible work arrangements will be considered. The compensation range is $92,432–$148,033, with the final amount determined using factors including education, relevant experience, qualifications, skills, and certifications.

Requirements

Bachelor’s degree in business, finance, marketing, operations, or a related field, or equivalent professional experience.
At least 5 years of experience in enterprise sales, commercial, revenue, or business development operations.
Demonstrated experience supporting complex, multi-stakeholder enterprise sales processes, including strategic account planning, opportunity management, pipeline management, forecasting, and sales reporting.
Experience coordinating proposals and RFPs, including multiple contributors, timelines, approvals, and deadlines in a complex sales environment.
Strong analytical, organizational, and project management skills, including the ability to translate commercial priorities and sales data into clear ownership, actions, timelines, forecasts, and executive-level reporting.
Ability to influence and coordinate senior stakeholders without formal authority, build effective cross-functional relationships, and communicate clearly across sales, consulting, product, technology, and leadership teams.
Strong commercial judgment, accuracy, initiative, and adaptability.
Proficiency with Microsoft Office and sales/CRM tools.
Ability to work in person at the Milliman office in Chicago, Illinois, on a weekly basis.

Nice To Haves

Experience in enterprise software, technology, consulting, insurance, financial services, or professional services.
Actuarial or insurance industry experience.

Responsibilities

Maintain strategic account lists, account plans, and account maps covering relevant client functions and decision-makers.
Partner with the Senior Sales Director to apply consistent opportunity-stage criteria and maintain supporting documentation.
Ensure each sales opportunity has an identified owner, next step, target date, expected value, and documented status.
Organize and facilitate weekly pipeline reviews, pursuit-planning sessions, monthly account reviews, and quarterly business reviews.
Manage proposal and RFP workflows, including timelines, stakeholder coordination, version control, approvals, and submission deadlines.
Prepare pipeline forecasts, sales reports, dashboards, and win-loss analyses for the Senior Sales Director and practice leadership.
Track committed capacity across topic owners, account owners, technical specialists, and other contributors to commercial activities.
Monitor and report relationship coverage, client-contact cadence, account activity, and pipeline progress.
Identify gaps, risks, and stalled opportunities, and work with account and opportunity owners to establish follow-up actions.
Organize and maintain proposal materials, account information, sales documentation, and other commercial resources in an accessible format.
Support continuous improvement of sales processes, reporting standards, tools, and operating practices.
Provide client, market, and competitive insights to support account planning and commercial decision-making.

Benefits

Medical, dental, and vision coverage for employees, dependents, and domestic partners.
Employee Assistance Program (EAP) offering confidential support for personal and work-related challenges.
401(k) plan with company matching and profit-sharing contributions.
Discretionary bonus program.
Flexible Spending Accounts (FSA) for dependent care, transportation, and eligible medical expenses.
Paid Time Off (PTO), accruing from the first day of work; full-time employees accrue 15 days per year, while employees working less than full-time accrue PTO on a prorated basis.
A minimum of 10 paid holidays per year.
Family building benefits, including adoption and fertility assistance.
11 weeks of paid parental leave for employees who meet eligibility criteria.
Life insurance and AD&D, with 100% of premiums covered by Milliman.
Fully paid short-term and long-term disability coverage.