Sales Operations Support Specialist

OneDigital • Berwyn, PA

1d

About The Position

The Sales Operations Support Specialist provides day-to-day administrative and operational support to the Sales Operations & Strategy Manager and the broader Sales, New Business, and Retention teams. The role helps maintain sales systems, data, and processes under the Manager’s direction. The ideal candidate is organized, detail-oriented, and able to work accurately and follow through in a fast-paced environment.

Responsibilities include assisting with CRM data entry and cleanup, user onboarding and system access, meeting and training coordination, marketing and RFP administration, and general administrative support for sales teams and initiatives. The position supports RFP submissions by gathering information, tracking deadlines, and organizing materials; it does not lead or own submissions.

OneDigital is a people-focused employee benefits organization that provides insurance solutions and related services and technology tools to employers. The company states that it is an equal opportunity employer and is committed to diversity, equity, and inclusion. It also uses AI in recruitment to filter and rediscover candidates; applicants may opt out where laws allow.

Requirements

• Well-organized and detail-oriented, with the ability to manage multiple priorities simultaneously.
• Strong written and verbal communication skills.
• Comfortable working in a support capacity, taking direction, and executing tasks accurately with follow-through.
• Proficient in Microsoft Office, including Excel, Word, and PowerPoint.

Nice To Haves

• Prior experience with CRM systems; D365 is preferred.
• Experience in insurance, employee benefits, or a broker agency environment.
• Familiarity with MiEdge, Spark, or Outreach.

Responsibilities

• Assist with data entry, record updates, and routine data cleanup in D365 as directed by the Sales Operations & Strategy Manager.
• Flag stale or incomplete opportunity records for the Manager’s review and action.
• Support bulk data uploads and contact list management as assigned.
• Assist with onboarding new users across D365, Spark, MiEdge, and other sales tools.
• Coordinate with IT and system administrators to ensure new producers and staff have appropriate system access and licensing.
• Support troubleshooting when end users experience system access or functionality issues.
• Coordinate internal team meetings, trainings, and check-ins with producers, carriers, vendors, and internal stakeholders.
• Manage scheduling logistics, agendas, and follow-up documentation for recurring and ad hoc meetings.
• Assist with organizing and preparing materials for training sessions on sales tools and processes.
• Coordinate administrative tasks between the sales team and marketing department for requests, campaigns, and deliverables.
• Assist with RFP administration by gathering information, tracking deadlines, and organizing submission materials; the role does not lead or own submissions.
• Help prepare and organize supporting materials for finalist presentations and client-facing documents.
• Provide day-to-day administrative support to Sales, New Business, and Retention team management.
• Assist with scheduling, meeting coordination, and follow-up documentation across teams.
• Support special projects and data initiatives as assigned by the Sales Operations & Strategy Manager.
• Assist with contest tracking, event coordination, and logistics for sales enablement programs and team initiatives.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed