Senior Health Insurance Sales Operations Analyst
Core
Build insights and AI-powered solutions for a high-volume health insurance sales organization supporting 80+ reps.
Role type
Senior Sales Operations Analyst (Health Insurance)
Builds
Sales dashboards, forecasting models, AI automation workflows, and territory administration systems.
Domain
SaaS / Fintech / Health Insurance Sales
Required skills
Salesforce administration, SQL, Tableau or Looker, Excel/Google Sheets, forecasting, pipeline management, territory/quota planning, AI tool prototyping, process design
Preferred skills
Payroll/HR tech experience, regulated sales segment experience, cross-functional partnership
Technologies
Salesforce, SQL, Tableau, Looker, Excel, Google Sheets
Responsibilities
Build and maintain sales performance reports and dashboards; prototype AI and automation tools for sales workflows; design and optimize sales processes; manage account and territory administration; support forecasting and quota planning.
Seniority
Senior, hands-on IC