Summary of Position
- Support the day-to-day execution, operational management, and strategic planning for the Marketplace Sales organization.
- Serve as a critical partner to Sales Leadership, ensuring disciplined execution, data-driven decision-making, and seamless operational support to drive growth, productivity, and compliance
Principal Accountabilities
- Manage daily sales operations, including Agent onboarding, credentialing, and readiness tracking; Sales performance tracking (enrollments, conversion rates, application quality); Pipeline management and reporting cadence.
- Maintain and optimize sales processes, workflows, and standard operating procedures.
- Support sales leadership with territory alignment, capacity planning, and coverage models.
- Ensure operational compliance with NYSOH regulations and internal policies.
- Oversee sales administration activities: Commission tracking coordination (with Finance/Commissions Department); Licensing/appointments monitoring; CRM data integrity and system adoption (e.g., Salesforce).
- Coordinate training logistics, onboarding programs, and ongoing enablement initiatives.
- Serve as liaison across Sales, Product, Marketing, Compliance, and Customer Operations.
- Manage sales support tools, job aids, and communication cadence (e.g., weekly updates, performance summaries).
- Develop and maintain sales dashboards and KPIs: Enrollment targets vs. actuals; Channel productivity (internal agents, community partners); Lead conversion and funnel analytics.
- Generate weekly/monthly executive-ready reporting packages.
- Identify performance gaps and recommend corrective actions.
- Support incentive tracking and sales contest execution.
- Partner with leadership on annual and quarterly planning: Sales targets, channel strategy, and growth initiatives.
- Conduct market and competitive analysis to inform go-to-market strategy.
- Support development of enrollment campaigns (Open Enrollment, SEP strategies).
- Drive continuous improvement initiatives to enhance sales effectiveness and member acquisition.
- Align with Marketing on lead generation performance and campaign effectiveness.
- Partner with Product on benefit positioning and competitive differentiation.
- Support Compliance and Audit readiness (e.g., CMS/State requirements).
- Coordinate with Customer Experience teams to ensure smooth member onboarding.
Qualifications Education, Training, Licenses, Certifications
Relevant Work Experience, Knowledge, Skills, and Abilities
- 5 - 8+ years of relevant, professional work experience.
- 4+ years of experience in Sales Operations, Strategy, or Business Operations.
- Experience in health insurance, Marketplace (ACA), Medicaid, or Medicare.
- Strong analytical skills with experience in Excel, SQL, or BI tools (Tableau/Power BI).
- Experience working with CRM platforms (e.g., Salesforce).
- Ability to manage multiple priorities in a fast-paced, seasonal environment (Open Enrollment).
- Experience supporting broker/channel sales models.
- Proficiency in MS Office (Word, Excel, PowerPoint, Outlook, Teams, SharePoint, etc.).
- Excellent communication skills (verbal, written, presentation, interpersonal) with all types/levels of audiences.
- Knowledge of CMS/State Marketplace requirements.
- Background in sales performance management and incentive structures.
Additional Information
- Requisition ID: 1000003234
- Hiring Range: $77,760-$149,040
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