• Responsible for the end-to-end onboarding, reporting, and certification processes for all internal and external agents and agency partner • Assist in producing reports that accurately measure, track and analyze agency and agent data for the Sales Team • Submit, process, review, and certify internal and external onboarding documents of all sales agents • Enter data into various databases, ensuring document security and compliance with legal and financial requirements, such as the verification of licensing, department of insurance, W-9, and training certifications • Identify, research and resolve agent contracting discrepancies and work with agents regarding licenses, training renewal and expiration dates • Resolve broker and agent contracting issues in a timely manner and escalate when appropriate • Coordinate with key functional departments including but not limited to compliance, finance, and marketing • Other duties as assigned.

Role Description The Sales Operations Specialist supports the operational processes and systems that enable the Sales team to operate effectively. This role supports CRM maintenance and ongoing improvements, RFP/RFI/RFQ coordination, contract activities, and lead and pipeline workflows, ensuring work follows internal processes and company standards. Partnering with sales leadership and cross-functional teams, the Specialist delivers accurate data and on-time insights that improve forecasting and deal execution. The role uses AI, automation, and data intelligence to reduce manual work and support improved sales performance and forecasting accuracy. Qualifications - Bachelor's degree in business, Marketing, or related field (or equivalent experience) Requirements - 3+ years of experience in sales operations, revenue operations, contract management, or similar role - Experience in B2B, healthcare, technology, or professional services environments - Experience using AI-enabled tools within CRM, sales, or administrative platforms to support efficiency, reporting, or daily workflows preferred - Experience supporting lead management, sales reporting, or proposal coordination preferred - Strong organizational skills with attention to detail and accuracy - Clear written and verbal communication skills, with the ability to collaborate across teams - Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment - Strong focus on data accuracy, completeness, and process compliance Benefits - Generally, work in a remote or office environment - Frequent and prolonged periods of computer and office equipment usage - Ability to manage stress and maintain productivity under tight deadlines and changing priorities - Regular interaction with team members, clients, and other stakeholders through various communication channels - Occasional travel required for company meetings and onboarding/orientation sessions Physical Demands - Ability to maintain a stationary position for extended periods - Occasionally required to move short to moderate distances - Must be able to lift and/or move up to 50 pounds occasionally

• Own the end-to-end development of high-impact sales and marketing content, including customer case studies, one-pagers, solution briefs, sales decks, and campaign assets. • Transform complex business and technical concepts into clear, engaging, and structured narratives tailored to target personas and buying stages. • Produce content that not only informs but actively supports pipeline generation and deal progression by addressing customer needs, objections, and use cases. • Build, maintain, and continuously improve a centralized library of sales-ready content that is easily accessible, up-to-date, and aligned to key stages of the sales cycle. • Collaborate directly with Sales teams to understand buyer challenges, refine messaging, and create assets that accelerate deal velocity and improve win rates. • Ensure content is practical, actionable, and designed for real-world sales usage—enabling teams to tell a consistent, compelling story across engagements. • Own and optimize content workflows, from intake and prioritization through production, review, and delivery, using CMS, DAM, or similar tools. • Maintain strong version control and governance processes to ensure content remains current, accurate, and easily retrievable. • Balance multiple projects and stakeholders, ensuring timely delivery in a fast-paced, high-growth environment • Act as a high-bar editor across all content, ensuring clarity, consistency, accuracy, and alignment with brand voice and messaging guidelines. • Establish and maintain content standards, templates, and style guidelines to ensure consistency across teams and deliverables. • Provide feedback and guidance to cross-functional partners and contributors to elevate overall content quality.

• Serve as the operational backbone of the Sales organization, ensuring that tools, processes, and systems are running smoothly and consistently. • Act as the day-to-day operational partner to Sales, owning CRM hygiene, tool coordination, cross-functional execution, and project delivery. • Partner with IT to support the administration, configuration, and ongoing optimization of Salesforce as the core CRM platform. • Act as the Sales-side business partner to ensure Salesforce is configured to support sales workflows, usability, and adoption. • Own the day-to-day operation of all sales-facing tools, serving as the primary point of accountability for usability, alignment, and issue resolution. • Help define requirements, test changes, and validate releases related to Salesforce and adjacent Sales tools. • Coordinate user access requests, workflow changes, and integration needs through established IT processes. • Support tool rationalization and consolidation efforts by documenting business use cases and operational gaps. • Act as the operational liaison between Sales and key partner teams including Marketing, Deal Desk, IT, Product, and Finance. • Support Sales Enablement by helping create, organize, and maintain sales-facing content, ensuring materials are accurate, accessible, and aligned with tools and processes used by Sales. • Ensure alignment on processes such as lead flow, opportunity management, quoting handoffs, and system dependencies. • Translate Sales needs into clear, actionable business requirements for technical and operational partners. • Reinforce standard processes while supporting exceptions through appropriate governance paths. • Drive remediation of duplicates, stale records, orphaned data, and incomplete or inconsistent entries.