Sales Operations Specialist

Marsh McLennan•Boston, MA

About The Position

Marsh McLennan Agency (MMA) is seeking a Sales Operations Specialist to join their sales operations team. This role involves bringing innovative ideas to the team, managing technical support and administrative functions for sales productivity, and serving as a subject matter expert for the sales force. The specialist will lead the administration of the Salesforce CRM platform, ensuring data quality and integrity, and partner with the sales team to maximize the utilization of various sales technology platforms. Responsibilities include tracking and auditing Salesforce accounts, analyzing user engagement with platforms like Engage, researching markets and client information, and assisting with sales forecasting and pipeline reports. The role also involves developing and distributing reports, recommending improvements to existing reporting tools, and participating in relevant calls and meetings.

Requirements

Strong proficiency with Salesforce as well as Microsoft Office Suite.
3-5 years of experience in a professional sales support role.
Demonstrated ability to resolve problems and make administrative and procedural decisions on your own.
Strong ability to present results neatly, with clarity and precision, in both oral and written form.
Excellent time management skills, handling multiple tasks and deadlines simultaneously and adjusting priorities as needed.
Comfortable working in a very fast paced environment.
Enthusiasm for sales administration, reporting and tracking.
Exceptional ability to communicate with colleagues, leaders and clients.
Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.

Responsibilities

Manage all technical support and administrative functions essential to MMA’s sales productivity efforts.
Become the subject matter expert and resource for our sales force and regional leadership in sales administration and in navigating MMA’s value propositions and technology tools.
Lead the overall administration of Salesforce CRM platform, including ensuring data quality, data migrations and maintaining overall day to day data integrity.
Partner with sales team to ensure high utilization of sales technology platforms during all stages of the sales cycle, including but not limited to Zywave/miEdge, ZoomInfo, Engage, Salesforce, LinkedIn Sales Navigator, Seismic, Riva and others.
Track and audit Salesforce accounts for producer activity.
Analyze Producer usage of Engage platform within Salesforce.
Assist Producers with Engage reports and alerts.
Research various markets as well as potential and existing client information.
Assist with the preparation of monthly new business forecast and pipeline reports.
Develop and distribute accurate reports and data essential to the sales organization, recommend improvements to existing reports and assist in the development of new reporting tools.
Participate on any regional and/or national calls relevant to the enhancement of the sales technology platforms.
Participate in monthly Regional Sales Meeting as needed.