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 and managing technical support and administrative functions to enhance sales productivity. The specialist will act as a subject matter expert for the sales force and regional leadership, focusing on sales administration and navigating MMA's value propositions and technology tools. Key responsibilities include leading the administration of the Salesforce CRM platform, ensuring data quality and integrity, and partnering with the sales team to maximize the utilization of sales technology platforms such as Zywave/miEdge, ZoomInfo, Engage, Salesforce, LinkedIn Sales Navigator, Seismic, and Riva. The role also involves tracking and auditing Salesforce accounts for producer activity, analyzing Engage platform usage, assisting producers with reports and alerts, researching markets and client information, and preparing monthly new business forecast and pipeline reports. Additionally, the specialist will develop and distribute reports, recommend improvements to existing reporting tools, and participate in relevant regional and national 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.