Senior Sales Operations Manager

West Bend Insurance Company•West Bend, WI

3d•$120,291 - $150,364•Hybrid

About The Position

This position provides leadership and strategic direction for Sales Operations, overseeing key teams and serving as a partner in driving operational excellence, data-driven decision-making, and execution of growth goals. The role focuses on aligning sales strategy with technology and processes, advancing analytics capabilities, managing critical programs, and fostering cross-functional collaboration to optimize performance and readiness.

Requirements

8 years of sales operational management
3 years of people leadership experience
Data acumen – ability to analyze complex information, translate insights into strategies, and drive data-informed decisions.
Demonstrated leadership capabilities, including mentoring and coaching
Oral and written communication skills
Collaborative working style, with the ability to build cross-functional relationships and influence stakeholders at all levels
Technical, Analytical, and Interpersonal skills
Project Management experience including planning, prioritizing, executing, and delivering on initiatives
Proven problem-solving ability with attention to detail and the capacity to manage multiple priorities in a fast-paced environment

Nice To Haves

MBA Preferred
CPCU or CIC
Completion of Program in General Insurance

Responsibilities

Provide leadership and direction for Sales Operations and manage development of key team members.
Serve as a strategic partner to drive operational excellence and support corporate growth goals.
Own and execute a multi-year operational roadmap aligning sales strategy, technology, processes, and resources.
Ensure cross-functional alignment with key partners to drive priorities and mitigate risks.
Lead strategic initiatives to improve operational effectiveness and process optimization.
Elevate data capabilities within Sales by embedding a data-driven mindset and improving analytical maturity.
Act as Sales Data Owner, ensuring data integrity, governance, and compliance with enterprise standards.
Enhance sales reporting and analytics for key business priorities and business intelligence improvements.
Collaborate with Marketing on agency communication strategies and targeted approaches for partners.
Serve as business owner for core sales technology solutions, evaluate and recommend new capabilities in collaboration with IT, drive change management for new tools.
Oversee agency program management, including performance reporting and program design updates.
Lead review and updates to Agency Agreement and Profit-Sharing program, including benchmarking and enhancements.
Drive collaboration with Marketing, Underwriting, Finance, and other units for growth initiatives.
Maintain oversight of the Sales operating budget and provide updates to sales leadership.
Serve as Sales contact during internal/external audits and business continuity exercises.