• Define and own the annual enablement roadmap, aligned to sales hiring plans, product launches, and go-to-market motions • Architect and oversee the full rep lifecycle — new hire onboarding, role-based certification paths, continuous learning, and leadership development programs • Own the organization's learning design methodology (ADDIE, SAM, or equivalent) • Evaluate, implement, and optimize the enablement tech stack (LMS, content management, eLearning authoring, conversation intelligence, AI coaching) • Lead creation of the sales playbook, persona-level battlecards, and competitive positioning assets • Build a measurement framework using Kirkpatrick levels 1–4 and Phillips ROI methodology • Present quarterly enablement reviews to Sales and Revenue leadership • Design and run SKOs, regional summits, QBR content, and deal review frameworks

• Develop and deliver ramp-up programs for new hires and ongoing training for seasoned reps • Use ADDIE or SAM frameworks to design, storyboard, and produce blended learning solutions • Build and maintain the sales playbook, pitch decks, case studies, and battlecards • Manage day-to-day operations of the go-to-market tools • Track and report on KPIs like Time to First Deal, Content Usage Rate, and Win Rate by segment • Translate complex product updates from engineering into benefits-focused talk tracks • Plan and facilitate content for SKOs, QBRs, and regional field enablement sessions

• 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