Sales Enablement Manager responsible for enabling GTM strategies and training across global sales teams. Player in managing product enablement for EMEA and APAC with a builder mindset.
About the role
- Sales Operations Analyst at Keystone Agency Partners supporting sales performance through data analysis and reporting. Collaborates with sales leadership to enhance operational efficiency and insights.
Responsibilities
- Develop and maintain advanced Excel models for sales performance tracking, forecasting, and KPI reporting
- Build and manage dashboards in Power BI to visualize sales trends and performance metrics for leadership and agency partners
- Analyze large datasets to identify patterns, opportunities, and areas for improvement in sales processes
- Partner with VPSE to design and implement data-driven strategies that improve sales effectiveness and operational efficiency
- Explore and support automation initiatives, including leveraging AI tools or building AI agents to streamline reporting and workflows
- Assist in onboarding new sales personnel onto our sales tools and ensure accurate data capture for reporting purposes
- Prepare presentations and reports for senior leadership, providing clear insights and recommendations based on data analysis
- Support ad hoc projects related to sales operations and enablement as assigned by VPSE.
Requirements
- Bachelor’s degree in Business, Finance, Data Analytics, or related field
- 2+ years of experience in sales operations, business analytics, or a similar role
- Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, macros)
- Preferred Qualifications:
- Experience with Power BI or similar data visualization tools
- Familiarity with AI tools or basic experience in building AI-driven workflows
- Insurance industry experience is a plus
- Strong analytical and problem-solving skills with attention to detail
- Ability to influence and collaborate effectively across virtual teams
- Excellent communication skills for presenting data-driven insights to non-technical stakeholders
- Sales Process Knowledge: Understanding of lead management, pipeline stages, and revenue forecasting
- Project Management: Ability to manage multiple initiatives, prioritize tasks, and meet deadlines
- Change Management: Experience implementing new tools or processes and driving adoption across teams
- Financial Acumen: Comfort with revenue metrics, commission structures, and profitability analysis.
Benefits
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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