Sales Operations Specialist optimizing B2B customer service pipelines using AI - driven tools. Collaborating closely with sales to enhance outbound processes and data utilization.
About the role
- Sales Operations Specialist providing essential support for sales operations at CBIZ Inc. Coordinating processes and resources for the sales team to achieve goals in a fast-paced environment.
Responsibilities
- Provide essential support for sales operations by coordinating and maintaining key processes, tools, and resources that enable the sales team to operate efficiently and achieve their goals.
- Assist with the producer development program through the coordination of annual planning, onboarding activities for new producers, and ongoing training initiatives.
- Support lead generation and prospecting activities through prospect research, campaign management, and standard engagement workflows.
- Provide basic support for producers using sales platforms; address routine questions and escalate technical issues when necessary.
- Monitor sales data entry for accuracy and completeness; support data clean-up and audits as directed.
- Maintain and organize regular sales reports and team dashboards; analyze to identify current activity and performance trends.
- Assist with the setup and coordination of webinars, meetings, and internal sales events, including logistics and follow-up communications.
Requirements
- Bachelor's degree
- Proposal writing experience including experience in the insurance or related industry
- 3 to 5 years of related insurance industry experience including proposal writing
- Experience with CRMs, Adobe Acrobat, DocuSign, and the ability to quickly learn new platforms
- Organized, detail-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast-paced environment
- Excellent communication skills, both written and oral
- Advanced customer service skills
- Ability to work as part of a team, meet deadlines and take instruction from multiple sources
- Proactive decision-maker with the ability to see the big picture
Job title
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Not specified
Degree requirement
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