Overview

As a Sales Performance and Operations Manager with a focus on driving growth and retention, your role is pivotal in identifying key opportunities within the sales cycle. You’ll work cross functionally across the organization to analyze customer trends, develop strategies for customer retention and identify areas for revenue growth by working closely with sales teams to identify key opportunities within the sales pipeline. You will work to optimize Revenue Operations practices in order to capitalize on top priorities built for scale. Your continued focus on developing and leveraging data driven insights through powerful data stories to fuel organic growth are crucial components of your responsibilities.

The Ideal Candidate

• You are results driven and drive accountability amongst yourself and team
• A proactive go-getter who uses creative solutions to drive value
• A confident visionary yet capable of strategic execution
• Excellent communicator that emphasizes relationship building
• Extremely detail oriented and can get into the data “weeds”
• Ability to thrive under pressure, in a high performance, fast paced, results-driven environment

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

• Consolidate, design, optimize and deliver comprehensive sales reporting and analytics to enhance regional sales performance and identify risks via insightful dashboards and data stories in PowerBI (but not limited to) that can be leveraged to provide actionable recommendations
• Partner with business leaders in order to develop and implement new data requests and/or reports as requested from the department.
• Monitor and ensure the accurate and efficient distribution of sales reports and intelligence vital to the sales organization. Make recommendations as necessary.
• Work cross-functionally to develop and implement tools that create the ability to accurately forecast, enhance efficiency and benchmark results
• Implement and support weekly, monthly, and quarterly pipeline reporting and forecasting identifying significant changes and trends impacting growth and trajectory utilizing Salesforce
• Identify operational and data gaps, locate root causes and participate in solution planning. Continuously work to streamline reporting and participate in the integration of reporting databases and sales tools.
• Partner with business leaders in order to develop and implement new data requests and/or reports as requested from the department.
• Track new acquisition performance and identify additional resources to support where necessary
• Maintain awareness of best practices through new tools and research to consistently improve delivery of solutions to business stakeholders and identify opportunities for existing functionality to train accordingly. Advocate for and implement these on a go forward basis.
• Own and uphold the data integrity of business insights, taking responsibility for assessing the impact of change requests on existing metrics, reports, dashboards and integrations.
• Responsible for maintaining high levels of accuracy and timely reporting in all cadences
• Participate and support adhoc initiatives related to revenue growth and business initiatives as needed
• Maintain effective working relationships with all regional leaders in order to provide support and identify trends unique to their geographies as needed
• Other duties as assigned

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary.
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
• Pet benefits & discounts.
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

What You'll Need

• Bachelor’s degree required from a four-year college or university or equivalent combination of education and experience
• Minimum of 5 years of related experience, preferably within the insurance industry
• Experience with Salesforce, PowerBI and developing powerful dashboards required
• Ability to take a topic of higher complexity and break it into topics that are digestible by business stakeholders
• Effective communicator that can present challenges with solutions

Grow, with us

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!