Sales Operations Specialist

Marsh McLennan•Madison, WI

2d•$59,700 - $111,200

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Sales Operations Specialist at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. As the Sales Operations Specialist, you will be the person who brings new innovative ideas to our sales operations team and watches those ideas grow. You will use your strong technical skills as well as your interpersonal and relationship building skills to partner with our sales, service, and leadership colleagues as well as clients and carriers. You will 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.

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.