Senior Sales Operations Analyst - Health Insurance

📋 Description

• Develop, automate, and maintain reports and dashboards tracking performance, funnel metrics, pipeline health, SLAs, and rep productivity.
• Collaborate with RevOps, Finance, Marketing, and Analytics to generate operational reports, revenue insights, and forecasting models.
• Create metrics and dashboards for sales performance to ensure data accuracy and clear documentation.
• Identify and prototype AI tools to eliminate manual friction in the sales process and integrate AI into daily sales activities.
• Identify workflow bottlenecks and refine processes to improve conversion rates and efficiency.
• Provide daily operational support, troubleshoot reporting issues, and resolve data gaps.

🎯 Requirements

• 5+ years in Sales Ops/RevOps or analytical GTM roles
• Strong Salesforce proficiency; data audits and dashboards
• Tableau, Looker, Excel, and Google Sheets proficiency
• Experience evaluating AI tools and prototyping AI workflows
• Excellent communication; simplify data for leadership
• Organized; cross-functional with payroll/HR tech and automation exp

🎁 Benefits

• Hybrid work with 2-3 in-office days per week in core offices
• Offices in Denver, SF, NYC; Scottsdale affiliate
• Total Rewards philosophy
• Equal opportunity employer; accommodations available
• Fraudulent Activity Disclaimer and privacy notices
• Supportive, diverse culture serving small businesses