Sales Operations Specialist

Job Summary

A company is looking for a Sales Operations Specialist to support business development and marketing teams.

Key Responsibilities

• Manage CRM/Power BI data, ensuring data integrity and generating reports
• Support marketing and business development initiatives by tracking campaign activity and maintaining resources
• Assist with mergers and acquisition alignment, including onboarding and training for new team members

Required Qualifications, Training, and Education

• Prior experience in a broker agency or insurance sector marketing is preferred
• Experience in data management and working with large volumes of customer data
• Previous CRM experience (D365, Applied Epic, Salesforce) is required
• Proficient in computer skills, including Excel, Word, and PowerPoint
• Expertise in marketing platforms such as HubSpot, Microsoft Suite, Adobe, and WordPress is preferred