Sales Operations Associate Analyst

Randstad is actively assisting a long time client with its search for a Sales Operations Associate Analyst (REMOTE). Our client is a well established and profitable organization with a strong track record of employee development and retention. They are offering competitive compensation, and looking to hire quickly.

Responsibilities:

• Quality Assurance: Administrative support of high volume triage renewal updates from Sales. Analyze scrubbing inventory, case assignments for duplicates, Auditing Sales Operations. emails from the inbox and triaging information. Triaging emails Client Renewals and questions from Implementation. Scrub all data received – Email Assignment/Folders. Provide Analyst Support for the Application process. SFDC audits/updates based on opportunity received. SFDC leadership reporting pulls (Block of Business Review/Changes). Pulling daily reporting IGO stats for managers. DES spread sheet validated/audited for customer experience. Participate in self and peer review in order to identify and correct items prior to assignment
• The Associate Analyst role is critical for distribution of client package upon renewal to Sales Operation Analyst.
• Contributes to projects and processes that improve the operational efficiency and effectiveness for sales renewals.
• A key function of this role has a working knowledge of the renewal experience focusing on data elements received to proceed with the In Good Order package development.
• Audits inquiries and conducts research to provide detailed service information on client renewal request to share with the sales associates.
• Helps with workflow process document preparation, and report distribution.
• Sales Operations Associate Analyst serves as a liaison between the Client Management team and Sales Operation Associated auditing accurate client renewal materials received in our workflow system.
• Contributes to the Sales Operations to support capacity, projects and task for the Operation Analyst and leadership team.
• Individual Contribution Projects: Support the Regional Service manager on projects (Excel, PPTs, PDF, Team Outlook, SharePoint). Accept and track work requests from sales offices identifying and mitigating risks in the timeline. Maintenance Mailboxes/Share drives/Client Files
• Communication Skills: VBE/Pre-Enrollment support execution. Provide data to administrative for open enrollment kits/zip files based on products sold. Alerting Sales Operations Analyst/Leadership of market NIGOs – Blue Print. Providing Reporting Volume for Sales Operations IGO’s in Blue Print. Pull the Leadership SFDC Dashboard reports
• Completes output based on products details and any missing information from client management or client service.
• Works closely with leadership to prioritize work queue, workflow and case assignment based on data received.

Qualifications:

• Customer Focus – is dedicated to meeting the expectations and requirements of internal and external customers always acting with the customer in mind, while continuously maintaining effective relationships that promote the integrity and trustworthiness of oneself and of the entire team
• Organizing – can orchestrate multiple activities at once to accomplish a goal utilizing available resources effectively, efficiently and most importantly, accurately
• Written and Verbal Communication – can effectively communicate in order that recipient is immediately clear on what is being asked or understands without any ambiguity what is being provided or being explained. As well, must be able to quickly and accurately discern meaning and what is being requested by any one of a team of 600+ peers
• Learning and Applying Quickly – ongoing openness for learning in an ever changing environment and a versatile learner as rules vary based on product funding, state rules, product rules, etc. Based on learning concepts, can apply to unfamiliar tasks and take on new learning challenges
• Technical Learning – can quickly learn internal technical systems and apply the knowledge, as well as serve as a mentor to peers
• Dealing with Ambiguity – can effectively cope with change and shift gears comfortably, sometimes needing to set aside a portion of work while picking up new work and managing multiple efforts concurrently
• Perseverance – pursues everything with energy, drive and a need to finish, especially in the face of resistance or setbacks
• Approachability – builds rapport well with others and is easy to approach and engage in a team environment
• Problem Solving – by utilizing multiple knowledge resources and following process, can self initiate finding solutions to difficult problems, and looks beyond the obvious and doesn’t stop at first answers

Interested and qualified candidates should apply through this job posting and contact:

Jordan Schilit

Senior Staffing Manager at Randstad

[email protected]

813-601-7867