Vasion is looking for a Sales Operations Business Analyst that exemplifies our core values and wants to be part of our growing team. We are committed to making digital transformation attainable to everyone by building an affordable, integrated SaaS solution that simplifies business processes. Vasion offers a flexible working environment for our 400+ employees worldwide, including at our global headquarters in St. George, Utah, or in one of our other offices in the UK, Germany, and Lehi, Utah.  The ideal candidate will be responsible for bridging the gap between business needs and technical solutions within our sales tech stack. This role requires a deep understanding of Salesforce capabilities, strong project management skills, and the ability to translate business requirements into functional specifications and operational processes. If you are passionate about optimizing business processes and have experience in project management, we want to hear from you! Key Responsibilities: - Requirement Gathering: Collaborate with Sales stakeholders to gather and analyze business requirements, ensuring that solutions align with business objectives. - Sales Tools: - Manage the sales technology stack (lead routing, data enrichment, email sequencing, dialers, call recording, video capture, note management, etc.) on a day-to-day basis and develop and execute the overall strategy, identifying technology gaps, evaluating vendors and optimizing every tool for maximum sales productivity. - Ensure sales teams have the necessary tools and technologies to perform day-to-day processes effectively.  - Automate tool processes to deliver timely information to various stakeholders and ensure data accuracy.  - Salesforce Configuration: Work closely with Salesforce team and administrators to design and implement Salesforce solutions, including configuration, customization, and automation of workflows.  - Stay updated on Salesforce releases, best practices, and emerging technologies to recommend and implement improvements.  - Process Improvement: Identify opportunities to enhance business processes and integrations within our tools. - Analyze current business processes and workflows, identifying areas for improvement and optimization. - Contribute to the development of Salesforce governance and best practices within the organization - Reports and Dashboards: Design, develop, and maintain Salesforce reports and dashboards to provide actionable insights and support data-driven decision-making. - Project Management: Manage end-to-end projects, from initial scoping and requirements gathering to execution, testing, and deployment. Ensure that projects are delivered on time, within scope, and within budget. - Testing and Validation: Conduct system testing, user acceptance testing (UAT), and coordinate with end users to validate that the solutions meet the business requirements. - Documentation: Create and maintain detailed documentation, including operational and data process flows, requirements, test cases, and user guides. - Training and Support: Provide training and support to end users, ensuring they understand how to effectively use tools and features. - Other: Perform other related duties as assigned

Role Description The Sales Operations Analyst is the primary architect of our end-to-end revenue lifecycle and go-to-market workflows. In this role, you will serve as the "connective tissue" between Sales, Customer Success, and Onboarding. Your mission is to ensure that the revenue engine runs without friction, from the initial lead to the final handoff. You won't just be watching the data; you’ll be building the guardrails and automated workflows that allow our customer-facing teams to scale. This is a high-impact role that requires a blend of operational rigor, technical CRM expertise, and a proactive approach to process optimization. Qualifications - Operational Foundation: 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle. - HubSpot Power User: High proficiency in HubSpot is non-negotiable. You should have deep experience with Workflows, Custom Objects, and Deal Stage automation and implementing 3rd party systems and workflows. - Advanced Analytics: Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns. - Lifecycle Experience: Proven experience managing the "Hand-off" process (Sales-to-Onboarding) within a B2B environment. Requirements - A "Workflow Architect": You don't just see a spreadsheet; you see a sequence of events that can be automated and improved. - Process-Oriented: You enjoy identifying bottlenecks and implementing HubSpot automation to reduce manual friction between teams. - Detail-Obsessed but Fast: You can maintain extreme accuracy while monitoring live deal flows and ensuring data integrity during fast-paced sales cycles. - A Systems Thinker: You understand how a change in a Sales property ripples through to Onboarding and Customer Success reporting. - A Strong Communicator: You are comfortable holding Sales and CS teams accountable for data hygiene and documentation. - Own Deal Integrity & Flow: Audit "Closed Won" deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly. - Optimize GTM Workflows: Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer "falls through the cracks." - Enhance GTM Process + Strategy: Partner with Marketing, Sales, Customer Success, and Finance to optimize existing processes and implement new ones when strategic changes occur. - Monitor the Revenue Engine: Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses. - Drive Data Compliance: Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data. - Systems Reconciliation: Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes. Benefits - 100% remote work environment - 100% employer-paid medical insurance (plus Dental and Vision within 30 days) - Equity package - Flexible PTO (with 15 days minimum) - 401(k), FSA, and HSA options - Learning Stipend & WFH Equipment - A collaborative, high-ownership culture where your optimizations directly impact company growth. Interview Process - Initial Screen (30 min) - Hiring Manager Interview (45 min) - Cross-collaborative Interview (45 min) - Virtual Roundtable (60 min) & Career Journey Interview (60 min) - Reference Checks

Role Description The Global Sales Support Coordinator will serve as a liaison to provide increased level of support for all aspects of the global sales team and global AIT Enterprise wide. Responsible for fulfilling the needs of the sales team with customer facing products and tools, to create a better experience for all sales functions, allowing for increased customer interaction, while improving the customer (internal and external) experience. - Provide administrative support to the new customer onboarding process internally for sales team - Assist with training sales team and external customer on AIT's customer facing portal which includes live demo sessions - Support all global Sales leads and continue to be the control tower for leads within our system - Able to maintain detailed knowledge of all sales programs to ensure timely and efficient communication to both internal and external stakeholders - Actively work and support internal teammates to ensure a high level of performance across the entire organization while sharing ongoing global process improvements and implementations - Partner with sales with existing QBR processes, while implementing the development of new global tools Qualifications - High School Required - Associate's Degree Preferred - 2+ years Customer Service Required - 3+ years Administration. Record keeping. Preferred - Ability to multi-task with strong attention to detail (Medium proficiency) - Ability to learn specific sales service knowledge as it relates to the support of the Sales team and customers (Medium proficiency) - Microsoft Office; Word, Outlook, PowerPoint, Excel (Medium proficiency) - Organizational skills including demonstrated ability to effectively organize and prioritize workload and manage in a multi-task environment (Medium proficiency) - Communication skills (including telephone, e-mail, Skype, and presentations skills) and the ability to communicate accurate information (Medium proficiency) - Ability to work both collaboratively and autonomously in the work setting (Medium proficiency) - Demonstrated ability to recognize process improvement opportunities and effectively communicate, implement change (Medium proficiency) - Demonstrated ability to analyze and solve problems in an empowered, self-directed/managed work environment (Medium proficiency) - Customer service skills with high energy, positivity and customer centric attitude (Medium proficiency) - Professionalism along with extreme discretion with all information at all times (Medium proficiency) - Able to perform in a fast pace / high volume work environment (Medium proficiency) Requirements - A team player who works well with others – being respectful to our teammates is a Core Value! - A strong work ethic with an appreciation for ownership, independence, accountability and autonomy in your role - Growth mindset – being passionate about your craft, always looking for ways to improve yourself and the company, being open to change and doing things differently - Customer service focus – we serve a wide variety of customers, both internal and external, and building relationships is a part of our culture! Benefits - In addition to your base compensation, you may be eligible for a bonus based on achievement of business and/or individual performance metrics (dependent on position) - Benefits offered include Medical, Prescription, Health Savings Account, Flexible Spending Accounts, Dental, Vision, Life, AD&D, Disability, Supplemental Health, Employee Support, Paid Parental Leave, Pet Insurance, 401(k) and Tuition Reimbursement - Teammates may be eligible for up to 10 to 20 days of vacation (depending on tenure), 2 personal days, 1 floating holiday, 5 sick days, 5 volunteer hours, and 6 company holidays (plus Veterans Day for Veterans) annually

Sales Enablement Manager Job Description: Locations: 611 Anton Blvd, Ste(s) 1300, 1400, & 1500 - COSTA MESA, CA CHICAGO, IL SAN JOSE, CA SAN FRANCISCO, CA time type Full time job requisition id JR112772 Job Description Job Description: Sales Enablement Manager Location: Hybrid/Costa Mesa, CA (United States) Reporting to: Head of Sales Enablement, North American Retail (NAR) About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Sales Enablement Manager, to support the Head of Sales Enablement with the mission of empowering our Client Advisors and Growth Leadership with the systems, tools, processes, insights, and training & development to drive the best client experiences and outcomes, which in turn will drive strong organic revenue growth and operational efficiencies. This role will help formulate and execute exciting growth initiatives for the Growth team (i.e. Client Advisors) to continue the strong momentum in the business. Responsibilities: - 1. Sales & Marketing Technology Strategy - Design, manage, and optimize a cutting-edge Sales & Marketing Technology stack through cross-functional collaboration. - Empower Client Advisors with best-in-class technology to accurately identify high-value new client opportunities, enhance competitive positioning, and foster superior long-term relationships. - 2. Data & Growth Insights Platform - Partner with Growth Analytics and Product teams to manage critical KPI Dashboards and develop custom analytics models. - Translate data into actionable insights to proactively identify significant opportunities for market growth and operational improvement. - 3. Competitor and Market Intelligence - Lead the build-out and management of a robust Competitor Market Intelligence Program. - Gather, synthesize, and disseminate real-time, actionable market research, trends, and competitor insights to the field organization, directly influencing competitive strategy and opportunity identification. - 4. Cross-Sell and Retention Strategy (Bundling) - Contribute to the strategic formulation and operational execution of integrated cross-sell and upsell initiatives. - Establish and track success metrics to maximize client retention, increase Client Lifetime Value (CLV), and expand solution adoption across the client base. - 5. Incentives and Performance Management - Provide analytical and design support for Client Advisor incentive and performance management programs. - Ensure program effectiveness in maximizing sales productivity and driving the achievement of core corporate revenue and growth objectives. - 6. Performance Marketing Partnership - Act as the primary analytical liaison for the Performance Marketing team. - Deliver competitive research and data analysis to inform and optimize marketing campaign effectiveness and ROI. Requirements Required Qualifications - Highly organized and detail-oriented with excellent project coordination skills. - Comfortable partnering cross-functionally to support multiple stakeholders and is a creative problem solver. - Strong understanding of financial statements. - Strong Excel and financial modeling skills. - Strong business acumen, work ethic and grit. Education and Experience: Required Qualifications - Bachelor’s degree required. Will consider 5+ years relevant experience in lieu of Bachelor’s degree. Business, Finance, Accounting or related major preferred. - 3-7 years of experience in investment banking (Associate+), consulting, corporate finance, tech startups, sales enablement, market or related functions. - 2+ years demonstrated leadership experience through formally or informally leading people/projects. - 2+ years demonstrated experience with financial statements, custom analytics and/or financial modeling. - Insurance, financial services and/or competitor market intelligence experience preferred but not required. Pay Details: The base compensation range for this position is $150,000-$175,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: - Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. - Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. - Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. - Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. - … and so much more! Pay Details: The base compensation range for this position is $150,000 - $175,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: - Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. - Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. - Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. - Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. - … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.