Sales Operations Manager

Confie•Addison, TX

21h•$75,000 - $80,000•Hybrid

About The Position

Purpose Own the creation, sustainment, evaluation, and optimization of retail-focused sales and sales management tools, processes, and resources that increase conversion, shorten ramp, and improve customer experience while reducing costs and increasing revenue Essential Duties & Responsibilities Establish and maintain strong partnerships with sales employees at all levels of the organization Collaborate with Sales Leadership to assess sales performance, evaluate processes, and support real-time business needs Partner with Confie support teams and key stakeholders to achieve project and organizational objectives Support Confie Retail by implementing, sustaining, evaluating, and optimizing the sales funnel; sales and servicing processes and skills; pre-underwriting; and frontline operational practices Manage and participate in retail-focused projects of varying scope, exercising independent judgment in process-related decisions Create, deliver, and maintain process documentation, standard operating procedures, and training resources to support frontline execution Support the design, implementation, and optimization of differentiating sales and sales management tools Evaluate and sustain the use of sales tools and resources to ensure continued organizational impact and alignment with evolving business needs Participate in retail frontline selling/management activities and job shadowing to inform, evaluate, and optimize processes Conduct regular sales observations over the phone and in-person to identify opportunities for improved performance and execution Establish and track project outcomes, KPIs, ROI, program budgets, and personal performance goals Document, track, and manage project milestones and deliverables for all participating stakeholders Lead or support department-specific and enterprise-wide responsibilities, programs, and key initiatives Make autonomous, data-driven decisions to optimize revenue opportunities and reduce operational expenses Communicate effectively and professionally across multiple channels, including email, chat, in-person meetings, and phone

Requirements

5 years of retail sales experience or related insurance industry experience
Demonstrated project management competence or ≥ 2 years in a project management role
Proficiency in Microsoft Office Suite professional products
Strong communication (written and spoken English) and change management skills; able to influence without authority
Exceptional organizational and time management skills
Comfortable conducting over the phone and/or field observations and translating findings into SOPs and training

Nice To Haves

Insurance (P&C, personal lines, non-standard auto) or multi-location retail experience
Bachelor's or Master's degree with a business orientation
Conversational written and spoken Spanish

Responsibilities

Establish and maintain strong partnerships with sales employees at all levels of the organization
Collaborate with Sales Leadership to assess sales performance, evaluate processes, and support real-time business needs
Partner with Confie support teams and key stakeholders to achieve project and organizational objectives
Support Confie Retail by implementing, sustaining, evaluating, and optimizing the sales funnel; sales and servicing processes and skills; pre-underwriting; and frontline operational practices
Manage and participate in retail-focused projects of varying scope, exercising independent judgment in process-related decisions
Create, deliver, and maintain process documentation, standard operating procedures, and training resources to support frontline execution
Support the design, implementation, and optimization of differentiating sales and sales management tools
Evaluate and sustain the use of sales tools and resources to ensure continued organizational impact and alignment with evolving business needs
Participate in retail frontline selling/management activities and job shadowing to inform, evaluate, and optimize processes
Conduct regular sales observations over the phone and in-person to identify opportunities for improved performance and execution
Establish and track project outcomes, KPIs, ROI, program budgets, and personal performance goals
Document, track, and manage project milestones and deliverables for all participating stakeholders
Lead or support department-specific and enterprise-wide responsibilities, programs, and key initiatives
Make autonomous, data-driven decisions to optimize revenue opportunities and reduce operational expenses
Communicate effectively and professionally across multiple channels, including email, chat, in-person meetings, and phone