Sales Operations Specialist

Job Title: Sales Operations Specialist (Hybrid - Denver Preferred)

Location: Hybrid role, with a preference for candidates in the Denver area who can work from the office three days per week.

Salary Range: $65,000 - $80,000 annually, based on experience
About the Role
We are seeking a uniquely skilled Sales Operations Specialist to support our client with a range of complex, data-driven tasks that are essential to sales and financial operations. This role requires someone with a strong aptitude for CRM management, data integrity, and reporting, as well as the ability to maintain a regular cadence of operational tasks. The ideal candidate will provide both technical expertise and structured process support to ensure accurate, timely, and effective operations.

Key Responsibilities
CRM Management

• Oversee and maintain data across three CRM systems (Epic, Salesforce, and Dynamics 365).
• Manage tasks including data extraction, integration, and data quality checks to ensure CRM accuracy.
• Coordinate manual data extractions and checks, especially within Epic, which lacks automated integration support.

Data Integrity & Reporting

• Ensure data accuracy in Power BI through regular audits and maintenance.
• Conduct manual data extractions and monitor data integrity, particularly on the PNC (Personal & Commercial) side.
• Establish and maintain a consistent cadence for weekly and monthly reporting, commission audits, and data accuracy checks.

Operational Cadence

• Monitor reporting and data check schedules to ensure timely and accurate updates.
• Manage commissions, revenue data, and sales process tracking within set weekly and monthly timelines.

Process & Training

• Provide training to producers on CRM usage, best practices, and data maintenance.
• Act as a point of contact for CRM and process-related questions, helping producers troubleshoot issues as needed.
• Ensure new hires are onboarded effectively, with special attention to CRM training and resource orientation.

Accounts Receivable and Commissions Management

• Oversee aspects of AR management to ensure timely payments, coordinating with account managers for carrier follow-ups.
• Conduct commission reviews and audits, ensuring calculations align with agreed structures and split confirmations.
• Support accurate commission documentation and reporting to avoid revenue discrepancies.

Qualifications and Requirements

• CRM Expertise: Previous experience managing CRM systems (preferably Epic, Salesforce, or Dynamics 365) in a sales or brokerage environment.
• Excel Proficiency: Advanced Excel skills required, including experience with data filtering, queries, and segmentation.
• Detail-Oriented and Process-Driven: Ability to maintain a high level of data accuracy through regular audits, reporting, and proactive data management.
• Strong Communication Skills: Confident in handling complex communications with producers, account managers, and cross-functional teams.
• Assertive and Independent: Self-motivated with the ability to manage priorities independently while navigating a high-volume workload.

Education and Experience

• Bachelor's degree or equivalent experience.
• Prior experience in a similar role within sales operations, data management, or CRM system administration preferred.

Location and Work Environment

• Hybrid role, with a preference for candidates based in Denver, able to work from the office three days per week.
• This position offers a competitive salary range and the opportunity to work in a fast-paced, data-centric environment, supporting a collaborative team to drive accurate sales and financial operations. If you are an organized, detail-oriented professional with a passion for process excellence, we encourage you to apply!

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