Role Description The Retail Sales Operations Analyst serves as a key business partner supporting the Affordable Care Act (ACA) Exchange/Marketplace and Medicare sales operations through reporting, analytics, system administration, vendor management, and broker support. Work Arrangement: - Fully remote position with the flexibility to work from anywhere within the United States. - Standard work schedule aligns with Eastern Time (EST) business hours. - Reliable high-speed internet is required to support daily job responsibilities, with a minimum of 50 Mbps download and 5 Mbps upload speeds. - Remote associates in states where reimbursement is required by law, regulation, or contract may be eligible for reimbursement for internet service. Responsibilities: - Manage onboarding and appointment processes for brokers, insurance agencies, and Field Marketing Organizations (FMOs). - Oversee agent credentialing processes and maintain associated systems and databases. - Serve as the primary point of contact for agent appointment, credentialing, and system access issues. - Develop, maintain, and enhance reports, dashboards, and data visualizations to support Growth, Strategy, and Sales Operations initiatives. - Produce and distribute daily, weekly, monthly, and ad hoc reports, including sales dashboards, agent appointment tracking, and Ready-to-Sell reporting. - Prepare, present, and communicate data findings and recommendations to business leaders and stakeholders. - Develop and maintain vendor governance reporting and dashboards to measure operational performance and support decision-making. - Independently manage vendor relationships, facilitate recurring business reviews, and monitor adherence to service level agreements (SLAs). - Gather, document, and oversee business requirements related to vendor system configurations, testing, and implementation activities. - Create and maintain audit tracking tools and reporting mechanisms to support agent oversight and compliance activities. - Serve as a subject matter expert (SME) for agent appointment systems, commission processes, Electronic Data Exchange (EDE), Customer Relationship Management (CRM) platforms, and Exchange sales operations. - Document business processes, best practices, and user guides while providing training and support on new system enhancements and features. - Partner with vendors, Information Systems, and business stakeholders to troubleshoot and resolve system-related issues. - Research and respond to broker and agent inquiries received through shared mailboxes. - Monitor, maintain, and optimize agent appointment and sales support systems. - Identify trends, operational challenges, and opportunities to improve processes and system performance. - Assist with agent training programs and the development of training materials. - Act as a liaison between Sales Operations, Growth, Compliance, Technology, and external partners to support strategic initiatives. Qualifications - Bachelor’s degree or an equivalent combination of education and experience. - 3 to 5 years of experience in healthcare, managed care, insurance, sales operations, business intelligence, or a related analytical role. - Experience developing and maintaining Tableau dashboards, reports, and data visualizations, data modeling, and business intelligence reporting tools. - Advanced Microsoft Excel and PowerPoint skills, including PivotTables, formulas, data manipulation, reporting, and the ability to create professional executive-level presentations. - Experience in ACA Marketplace/Exchange products, enrollment processes, and distribution channels. - Creating operational reports, performance tracking tools, and business metrics. - Familiarity with NIPR, agent appointment processes, licensing, credentialing, and broker onboarding. - Experience with CRM platforms and agent onboarding or compensation systems, including system configuration and automation. - Experience supporting vendor management, governance reporting, and operational performance monitoring. Skills & Abilities - Strong analytical and problem-solving skills with the ability to interpret complex data and identify business opportunities. - Ability to translate data into meaningful insights and recommendations for stakeholders. - Strong project management and organizational skills with the ability to manage multiple priorities and deadlines. - Excellent verbal and written communication skills, including presenting data to leadership and business partners. - Ability to work independently while collaborating effectively across cross-functional teams. - Strong attention to detail and commitment to data accuracy and quality. - Ability to build relationships with vendors, brokers, FMOs, and internal stakeholders. - Knowledge of healthcare sales operations, Exchange programs, agent appointment processes, and broker support functions. - Ability to evaluate business needs, identify process improvements, and support technology-driven solutions. - Strong time management skills with the ability to manage projects, deliverables, and reporting schedules in a fast-paced environment.

• Advise and refine our sales motion: Contribute deal-specific materials and strategic input • Stay sharp on market and product: Actively track the educational market landscape • Build our knowledge repository: Iterate on key sales collateral • Drive efficiency, speed, and scale: Identify repetitive or inefficient workflows • Grow beyond enablement: Contribute to sales training, conference management, and other projects

Role Description sandan AI bringt Künstliche Intelligenz in den deutschen Mittelstand und in Enterprise-Organisationen — nicht als Folien, sondern als Systeme, die im Tagesgeschäft laufen. Wir wachsen schnell: volle Pipeline, laufende Piloten, Funding im Rücken. Bei uns arbeitest du direkt mit der Geschäftsführung, an der KI-Front, mit kurzen Wegen und echter Verantwortung ab Tag 1. - Aus Gesprächsnotizen und Vorlagen saubere, überzeugende Angebote erstellen — schnell und eigenständig - Eine verbindliche Follow-up-Kadenz für alle offenen Deals aufsetzen und fahren (kein Lead schläft ein) - Unser CRM (Attio) jederzeit sauber halten: Stages, nächste Schritte, Forecast - Deals koordinieren: Termine, Pre-Reads, interne Abstimmung, Partner-/Dienstleister-Kommunikation - Meetings der Geschäftsführung vor- und nachbereiten und in klare Action-Items übersetzen - Wöchentlicher Pipeline- und Umsatz-Überblick für die Geschäftsführung Qualifications - 2–5 Jahre in Sales Ops, Vertriebsinnendienst, Chief of Staff, Account Management o. Ä. (idealerweise B2B/SaaS/Agentur) - Extrem strukturiert und proaktiv — du siehst, was liegen bleibt, und ziehst es an dich - Schreibstark: dein Angebot und deine Kunden-Mail sitzen - Tool-affin (CRM wie Attio/HubSpot, Projekt-Tools, Google Workspace); neue Tools lernst du in Tagen - Verhandlungssicheres Deutsch, gutes Englisch - Verlässlich und diskret im Umgang mit Zahlen, Deals und dem Kalender der Geschäftsführung - Nice to have: Erfahrung mit KI-Tools, strukturierten Sales-Prozessen (z. B. MEDDPICC), schnell wachsendem Startup/Agentur Benefits - Attraktives Gehalt (€55–65k, nach Erfahrung) mit jährlicher Anpassung - Direkter Draht zur Geschäftsführung — die Rolle mit dem größten Hebel im Unternehmen - Remote-First, flexible Arbeitszeiten - MacBook nach Wahl - Quartalsweise Team-Meetups in Berlin oder Dubai - Voller Zugang zu den besten KI-Tools (Claude, ChatGPT & Co.) für deinen eigenen Workflow - Ein Unternehmen an der KI-Front, mit Funding im Rücken - Klare Wachstumsperspektive Richtung Head of Sales Ops / RevOps

• Onboarding new clients and putting together pricing proposals for Sales to present to Costco buying • Daily PO tracking and updating GenWeb portal. • Reacting and resolving issues as they come up on daily basis with regards to logistics delays or order shortages and communicating to Costco in a timely manner • Maintain consistent communication and timely follow-up with Costco and clients and be available and responsive to their real time needs • Demonstrate problem solving abilities and come up with creative solutions for client and teammate issues that arise • Develop and maintain relationships with Costco ICS, assistant buyers and buyers • Providing all item/system maintenance, new item submissions and promotional support, etc. • Assist teammates with promotions and/or paperwork on an ad hoc basis