Sales Operations Specialist
About The Position
HealthPartners is currently hiring a Sales Operations Specialist . The Sales Operations Specialist supports the execution of strategies that enhance the operational efficiency, data quality, and effectiveness of the Commercial Markets group sales teams across the organization. This role partners closely with Sales, Product & Marketing Innovations, Underwriting and other operational areas to design, implement and sustain scalable sales processes, systems, reporting, and training. Reporting to the Director, Sales Operations, Staff Development and Education, the Specialist plays a critical role in maintaining consistent operational support and will join a collaborative team of other Sales Operations Specialists.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience
- Four (4) years of experience in sales operations, sales account management, customer service, or a related role involving process execution and design, systems usage or support, and cross functional collaboration
- Strong aptitude for business systems and technology, with experience supporting, documenting or optimizing systems used by sales or customer-facing teams.
- Demonstrated ability to translate business needs into clear processes, documentation, and training for end users.
- Strong project management, organizational, problem solving and analytical skills
- Collaborative work orientation and collegial working relationships
- Ability to work in a fast paced, customer service environment.
- Ability to work well as part of a team.
- Ability to maintain confidentiality and manage sensitive and confidential information.
- Execution of a Confidentiality and Non-Solicitation Agreement
Nice To Haves
- Experience supporting complex customers, accounts, or multi-stakeholder sales processes.
- Outstanding interpersonal and communication skills
- Commitment to exemplary customer service and quality
- Experience with Microsoft products, including Power BI and Copilot or other analytics and productivity tools.
- Experience supporting CRM or sales enablement platforms.
- Experience developing reports, dashboards, or insights used to manage sales performance or customer experience.
- Experience in supporting training, onboarding or change-management for sales teams.
Responsibilities
- Design, implement, and continuously improve sales processes that support complex customers, scalable growth, and a strong seller and customer experience.
- Serve as a business lead and subject matter expert for key sales systems and tools, including CRM and sales enablement platforms (e.g., CARS, Seismic, GDF, Purchaser Portals), partnering with technical teams on enhancements, testing, documentation, and issue resolution.
- Leverage reporting and analytics to support Sales decision‑making, including identifying reporting needs, and ensuring the accuracy, integrity, and usability of sales performance and customer experience data.
- Utilize Microsoft tools, including Power BI and Microsoft Copilot, to improve reporting, insights, productivity, and operational efficiency across Sales Operations workflows.
- Develop and deliver sales communications, training materials, onboarding resources, and job aids to drive adoption of processes, systems, and tools.
- Monitor compliance with critical sales processes and applicable regulatory requirements through reporting, auditing, and analysis; recommend and implement improvements as needed.
- Partner cross‑functionally with Sales, Marketing, Underwriting, Product & Market Innovations, and other operational teams to align processes, systems, and best practices.
- Represent Sales in operational meetings, enterprise initiatives, and cross‑functional projects.
- Contribute to strategic planning and business continuity efforts.
- Other Sales Operations projects and initiatives assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
