Sales Operations Specialist - Hybrid (Boston, MA or Hartford, CT)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Summary:

The Sales Operations Specialist serves as a strategic partner within the sales organization, responsible for driving sales effectiveness, optimizing sales processes, and managing cross-functional initiatives that align with organizational goals. They are responsible for sales onboarding, reporting, CRM data integrity, and special projects while fostering collaboration across departments. This individual plays a pivotal role in scaling a high-performing sales culture, supporting business development, and ensuring operational excellence through data-driven decision-making and streamlined systems. The Sales Operations Specialist must thrive in a fast-paced environment and be challenged by a role with the opportunity to:

Essential Duties and Responsibilities:

Sales Operations

• Participate in weekly sales team meetings and pipeline calls; develop agendas and ensure accountability.
• Drive local sales initiatives, including developing and managing sales contests
• Partner with business leaders and producers to align goals and share insights.
• Support disparate CRM systems (Microsoft Dynamics, Salesforce, Applied Epic)

Sales Reporting & Analytics

• Design, maintain, and audit sales and retention reporting using CRM, Power BI and related analytics tools.
• Ensure accuracy, consistency, and timely delivery of sales metrics to leadership.
• Provide forecasting, commission analysis, and new and recurring revenue tracking in coordination with Finance.
• Administer and optimize integrations between CRM, marketing automation, and other sales tools to streamline lead flow and reporting.
• Ad-hoc reporting.

CRM & Data Management

• Oversee data integrity and user support within CRM systems (e.g., D365, Salesforce, EPIC).
• Implement data cleansing, deduplication, segmentation, and reporting processes.
• Support CRM users with ongoing training and development.
• Continuously evaluate and improve sales workflows, enablement assets, and process automation to support seller productivity.

Broker Request for Proposal (RFP) Process

• Assist in the RFP process: create aesthetically formatted proposals, manage RFP 360 responses, and collaborate with internal stakeholders.

Marketing & Technology Integration

• Collaborate with Marketing on campaign execution by managing lead lists, segmenting target audiences, and tracking Market Qualified Leads (MQLs) within CRM and marketing automation platforms (e.g., Eloqua).
• Administer and optimize prospecting tools (Zywave, MiEdge, ZoomInfo, Dun & Bradstreet) to ensure clean, compliant data and maximize campaign effectiveness.
• Support alignment between sales and marketing teams by monitoring campaign performance, resolving communication errors (e.g., unsubscribes, delivery failures), and maintaining email folder systems and status updates.

Project Management & Special Initiatives

• Act as project manager for special initiatives, ensuring deliverables are completed on time and aligned with strategic goals.
• Conduct independent research, analyze data, and present findings that inform leadership decisions.
• Assist with onboarding, training, and mentoring new hires or temporary team members.

Qualifications, Skills, and Requirements:

• Strong leadership, communication, and cross-functional collaboration skills.
• Able to interact effectively with people of various responsibilities and authority (employees, key contacts, outside vendors, leaders). Comfortable in group settings.
• Proven project management experience with the ability to juggle multiple priorities.
• Advanced proficiency in Microsoft Office Suite, especially Excel.
• Experience with CRM systems (D365, Salesforce, EPIC), Business Intelligence Tools (Power BI), Prospecting Tools (MiEdge/Zywave, ZoomInfo), LinkedIn Sales Navigator, Seismic.
• Analytical mindset with the ability to interpret data and influence outcomes.
• Highly organized, self-motivated, and comfortable in a fast-paced environment.
• Demonstrated ability to align business strategy with operational execution.

Education, Training, and Experience:

• Bachelor's Degree required.
• 2+ years in sales operations, business development and enablement.
• Experience in the employee benefits or insurance brokerage industry preferred.
• Prior experience with large data sets, reporting, and customer segmentation highly desirable.

The typical base pay range for this role nationwide is $55,000 to $65,000 per year.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!