Senior Manager, Sales Effectiveness and Account Implementation
About The Position
The Senior Manager, Sales Effectiveness and Account Implementation leads the operational strategy and performance of account implementation and proposal support, while contributing to the broader sales effectiveness strategy. The role oversees teams responsible for standard and custom group implementations, ensuring new and renewing groups are implemented accurately, efficiently, and in alignment with sales commitments, client expectations, regulatory requirements, and enterprise operating standards. It also oversees a proposal support unit that works with Sales and business stakeholders to deliver timely, accurate, and operationally sound proposal responses for new and renewal opportunities. The role develops and executes strategies to improve implementation, proposal support, sales productivity, operational efficiency, and the customer acquisition and retention lifecycle. It uses operational and sales performance data to establish measures, identify trends, and guide improvement. The Senior Manager connects cross-functional enterprise partners, manages risk and escalations, plans staffing and resources, and leads and develops teams. A bachelor's degree and at least eight years of relevant experience are required; ten or more years of relevant professional experience may be considered in lieu of a degree.
Requirements
- Bachelor's degree required; in lieu of a degree, ten or more years of relevant professional experience may be considered.
- Eight or more years of experience in business operations, sales operations, account or client implementation, proposal management, project or program management, or a related field.
- Demonstrated experience leading teams, managing complex operational processes, and driving cross-functional initiatives.
- Proven ability to influence stakeholders, drive organizational change, and execute strategic business initiatives.
- Strong analytical, problem-solving, communication, and leadership skills.
Nice To Haves
- Experience supporting sales enablement, sales effectiveness, implementation operations, proposal management, or operational excellence functions.
- Background working for an insurer and managing implementation teams for custom national clients.
- Familiarity with market tools such as Salesforce.
- Prior experience working with large customer RFPs.
- Experience managing teams of 30 or more FTEs.
- Standard and custom market implementation experience.
Responsibilities
- Lead account implementation operations for new and renewing group business, ensuring accuracy, timeliness, operational readiness, and service excellence.
- Establish procedures, prioritization frameworks, quality controls, and escalation processes for standard and custom implementations.
- Oversee proposal support operations, including intake, prioritization, development, quality review, and delivery of proposal responses.
- Partner with sales leadership to develop initiatives that improve sales productivity, efficiency, and effectiveness.
- Develop and execute strategies for account implementation, proposal support, and sales effectiveness.
- Evaluate and improve sales and implementation workflows, handoffs, and processes to reduce friction and rework and improve customer experience.
- Use operational and sales performance data to identify trends, measure effectiveness, and provide actionable insights.
- Establish and communicate KPIs, service-level metrics, quality measures, workload trends, cycle times, and proposal performance metrics.
- Lead cross-functional initiatives and align Sales, Client Management, Implementation, Product, Operations, IT, Legal, Compliance, and other partners.
- Ensure processes comply with regulatory requirements, contractual obligations, internal policies, and operational risk controls.
- Manage operational risks, escalations, and issue resolution across implementation and proposal functions.
- Plan staffing, workload distribution, budget inputs, technology requirements, and resources to support changing business demands.
- Lead, coach, and develop team members and leaders, setting goals and fostering accountability, collaboration, and continuous improvement.
- Serve as a strategic advisor and operational partner to sales leadership and enterprise stakeholders.
Benefits
- Medical, dental, and vision coverage.
- Health and wellness programs.
- Parental leave and support.
- Adoption and surrogacy assistance.
- Career development programs.
- Tuition reimbursement for continued education.
- 401(k) match and an annual company contribution.
- Annual incentive bonus.
- Paid Time Off (PTO).
- Work-life balance, flexibility, and autonomy.
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
Senior
