The Sales Operations Segment Lead serves as the day-to-day Sales Operations partner for the Retirement Plan Services (RPS) and USI Retirement segments. The role combines business partnership, in-year sales planning enablement, and execution leadership to translate segment priorities into GSM capability needs, operating rhythms, and measurable outcomes. As lead of the RPS and USI Retirement GSM pod, this position connects the segments with the broader Global Sales Management organization. The role leads segment-aligned GSM initiatives and GSM contributions to complex sales execution priorities across functions, stakeholders, processes, tools, and business segments. It provides recommendations to leadership, assesses and refines incoming demand, and ensures agreed priorities are executed effectively and with discipline. The role partners with segment teams to align business needs with global sales frameworks and capabilities, apply scalable practices while accommodating segment-specific requirements, identify opportunities for shared solutions, and improve the effectiveness and scalability of sales execution. The position reports to the Global Head of Sales Operations and supports the RPS and USI Retirement segments within the broader Global Sales Operations model. It is eligible for hybrid work, with up to one day per week from home. FINRA licenses are not required and will not be supported for this role.
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Job Type
Full-time
Career Level
Senior