• Own and maintain HubSpot pipeline configuration, including deal stages, required fields, properties, and lifecycle stages across all venues and business lines (VS, HCS, Marketing) • Standardize pipeline structures to ensure consistent data capture and reporting accuracy across all teams • Manage all system settings, integrations, and data architecture in alignment with business priorities set by senior leadership • Serve as the primary approver and builder for cross-pipeline automations, ensuring changes do not impact unintended pipelines or teams • Design, build, and maintain role-level dashboards and reports that enable RSPs and RBPs to actively coach, escalate, and hold venue teams accountable • Develop regional and cross-venue reporting to support RBP oversight and leadership visibility • Proactively identify reporting gaps and surface red flags, including stalled deals, missed follow-ups, and sales process breakdowns, to the appropriate leaders • Conduct routine audits of contact, deal, and company records to identify and resolve duplicates, missing data, and input inconsistencies • Partner with RSPs and RBPs to establish usage expectations by role and support accountability follow-through • Develop and deliver role-specific HubSpot training for new hires and existing users on an ongoing basis • Manage user onboarding, permission assignments, and offboarding, staying ahead of changes through regular review of onboarding/offboarding reports • Own HubSpot-based marketing operations including lead routing, segmentation, list management, lifecycle stage definitions, and campaign tracking

• Own end-to-end logistics for the annual Sales Kickoff: venue sourcing, contracting, speaker coordination, attendee registration, materials production, visa support, and on-site execution • Track the SKO budget, manage vendor contracts, and coordinate approval workflows with Finance and Leadership • Plan and execute quarterly Sales and Marketing enablement events, from initial scoping through post-event wrap-up • Act as the operational liaison between Sales Enablement and cross-functional partners — Sales, RevOps, Marketing, People Ops, and Finance • Anticipate dependencies and blockers across workstreams; escalate risks to the right stakeholders promptly • Administer the LMS: manage user accounts, enrollments, certification tracking, and completion reporting • Keep the Knowledge Management System (Confluence) up to date: maintain landing pages, archive outdated content, and ensure brand guidelines are consistently applied across all pages • Design and distribute post-event and post-program surveys; analyze feedback and surface actionable insights for the enablement team • Produce participation, completion, and engagement reports across enablement programs • Maintain data hygiene across tracking systems; identify gaps or anomalies and resolve them proactively

Manage daily invoice processing and validation, conduct Amazon shipment audits, file reimbursement claims, and analyze marketplace data to support strategic decision-making and enhance e-commerce sales operations.

Role Description Join VillageCare as the Manager of Broker Sales Operations and embrace an exciting opportunity to shape the healthcare landscape from the comfort of your home. This pivotal role allows you to leverage your problem-solving skills and customer-centric mindset while engaging with a dynamic team committed to excellence. Experience the thrill of driving sales operations in a flexible, high-performance environment that values integrity and innovation. Your contributions will directly impact our service delivery in New York, NY, and beyond. The Broker Manager - Sales Operations at VillageCare is vital in upholding the operational integrity and efficiency of our broker sales infrastructure. This role encompasses comprehensive responsibilities, including: - Broker onboarding - System configuration - Enrollment tracking - Payment alignment - Overseeing operational platforms with external vendors like Convey and Connecture Acting as a crucial liaison between Broker Sales, Finance, Compliance, and IT, the Broker Manager ensures that brokers are seamlessly integrated into all systems, facilitating their swift transition to a Ready-to-Sell status. By effectively identifying and resolving system errors that could affect broker readiness, enrollment processing, and compensation accuracy, this position strengthens operational cohesion. Furthermore, the Broker Manager plays a key role in optimizing processes to reduce enrollment and payment errors, fostering broker confidence, and supporting scalable growth through structured oversight and accountability. Qualifications - Expertise in operational platforms such as Convey and Salesforce - Deep understanding of broker system setup and readiness-to-sell oversight - Strong analytical and problem-solving abilities - At least five years of experience in broker or sales operations, with a focus on healthcare insurance operations - Knowledge of broker compensation structures - Excellent organizational skills - Familiarity with Medicare Advantage and related healthcare products preferred Requirements - Broker System Setup & Readiness-to-Sell Oversight - Convey Platform Oversight & System Integrity - Enrollment Processing & Connecture Application Oversight - Broker Payment Oversight & Compensation Alignment - Operational Process Management & Accountability - Broker Operational Support & Issue Resolution - Cross-Functional Collaboration - Operational Risk Management & Continuous Improvement Experience - Bachelor's degree preferred (Business Healthcare Administration or related field) - 5+ years of experience in broker operations, sales operations or healthcare insurance operations - Strong experience working with broker operational systems including Convey, Connecture, and Salesforce - Experience supporting broker onboarding readiness-to-sell processes and enrollment operations - Strong understanding of broker compensation structures and payment workflows - Experience identifying and resolving system and operational issues - Knowledge of Medicare Advantage, MAP, MLTC and related healthcare products preferred - Strong organizational, analytical and operational problem-solving skills - Ability to manage multiple systems workflows and operational priorities Join our team today! If you have these qualities and meet the basic job requirements, we'd love to have you on our team. Apply now using our online application!