Sales Operations Analyst

MarshBerry is growing! We are seeking a Sales Operations Analyst to join our Beachwood, OH office. This opportunity will be four days in the office with the ability to work remote one day a week. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:
MarshBerry is looking for a Sales Operations Analyst based out of our Beachwood, OH office. The Sales Operations Analyst, will ensure account records in our CRM (Salesforce) are accurate and up to date.  This is a highly collaborative role with sales teams, marketing and other cross-functional teams to maintain data integrity, improve processes and support business goals related to client interactions and sales operations. The Sales Operations Analyst will coordinate the establishment of outreach campaigns for marketing and sales leaders, ensuring the campaigns meet necessary criteria. This individual will also provide reports on a regular basis and upon request from sales and marketing leaders.

Responsibilities:

• Implement processes and procedures for keeping Salesforce data up to date and accurate. Implement and communicate processes to ensure account managers are regularly updating their accounts.
• Support account managers with account research needs and updating records for certain key accounts.
• Provide regular reports to sales leadership of the status of accounts. Provide reports upon request to sales and marketing leaders for outreach and campaigns.
• Collaborate with sales leaders to ensure client and prospect lists are available and (data around what the sales managers are setting) expectations for assignment and activity are communicated.
• Conduct regular audits and quality checks on CRM data to identify discrepancies, duplicates, and data integrity issues. Develop and implement correct measures to maintain data accuracy.
• Collaborate on the development of training materials and documentation for CRM users on data entry best practices. Conduct training sessions as needed to ensure compliance and data consistency across teams.
• Assist with preparing lead lists for associations, conferences and events and supporting the creation of campaigns, follow-up and reporting on activity and results. Manage the process to ensure lead lists are accurate, complete and uploaded into Salesforce.
• Manage special projects for key accounts to create campaigns, follow up and reporting on activity and results.
• Help to ensure Forecasting Accuracy and Completeness
• Collaborate with sales and data functions to define, analyze, and create actionable, company moving reporting on sales by country, region, territory, and individuals.
• Serve as point-person for sales reporting and analysis of key business metrics.
• Other special projects, tasks or duties as assigned.

Selection Criteria
Education & Experience:

• Bachelor’s degree in Business, Information Systems, Marketing, or related fields.
• Related professional certifications or designations are a plus.
• 3-5 years’ experience in CRM administration, data management, project management or sales support.
• Strong Proficiency with Microsoft Word, Excel and Power Point are essential.
• Proficiency in CRM platforms and data management tools. Salesforce experience preferred.

Other:

• Strong analytical skills with the ability to interpret data, generate reports and provide actionable insights.
• Attention to detail and commitment to data accuracy and integrity.
• Excellent communication and collaboration skills, with the ability to work cross-functionally and train others on CRM processes.
• Knowledge of data protection regulations and experience implementing data governance practices.
• Excellent project management, analytical, organizational and problem-solving abilities. Also, apply in depth understanding of financial concepts to practical business problems.
• Self-motivated; Self-starter with ability to make appropriate decisions.
• Open to feedback: follows instructions, responds to management directions and solicits feedback to improve performance.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.