Sales Operations Senior Consultant

UnitedHealth Group
Minnetonka, MN Full Time
POSTED ON 7/25/2022 CLOSED ON 10/21/2022

Job Posting for Sales Operations Senior Consultant at UnitedHealth Group

UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm)

The Goal Planning Operations Senior Consultant is a key member of the Goal Management Team within UnitedHealthcare Government Programs Sales & Distribution. The role reports to the Associate Director of Sales Operations who oversees end-to-end processes as they pertain to goal planning & execution.  As an Operations Senior Consultant, you will work closely with Sales Leadership, Finance, Compensation Design & Commissions, IT, as well as several other key cross-functional areas to plan and execute goal-setting processes and related activities.  This role requires a well-rounded individual who has the demonstrated ability to deliver results in a high-growth, fast-paced, dynamic, and collaborative environment.

If you are located in Minnetonka, MN, you will have the flexibility to telecommute* as you take on some tough challenges. 

Primary Responsibilities:

  • Understand Sales Incentive Plans and be able to set and apply goals based on how incentives are paid
  • Calculate and administer sales and membership goals for any relevant UHC products & territories, supported by Government Programs (ex. MA, Med Supp, PDP, IFP, etc.)
  • Calculate and administer individual Sales Incentive Plan (SIP) goals
  • Work closely with Finance to obtain & understand on and off-cycle forecasts for sales adds, growth and net membership
  • Rapidly develop deep understanding of internal sales territories and sales management hierarchies and provide consult to sales leadership as needed
  • Oversee end-to-end processes to ensure territory and salesperson changes are properly recorded and updated in appropriate systems
  • Monitor new hire, termination and leave of absence data and update internal systems accordingly
  • Establish and/or maintain quality analysis processes to ensure goals are set accurately
  • Coordinate goal communications
  • Support cross-functional meetings as required
  • Develop detailed documentation of processes and Standard Operating Procedures (SOPs)
  • Help develop and execute equitable goal management processes and practices, ensuring goals are aligned with the sales opportunity
  • Leverage experience to provide direction and consult to sales teams and answer questions as needed
  • Quickly learn and leverage internal Goal Planning Application (GPA) system
  • Help support other projects as needed


You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • Bachelor’s Degree or relevant work experience
  • 5 years of process improvement and process documentation experience
  • 3 years of years of experience in data analysis
  • Experience working with call centers and understanding of call center business processes and structures
  • Proficient in Microsoft Excel (V-look-ups, formulas, pivot tables, etc.)
  • Proficient in Microsoft Teams, Word, PowerPoint, Visio, and Access
  • Proficient in using Business Intelligence predictive analytics tools (i.e. Tableau, QlikSense, Microsoft Power BI, etc.)
  • Able to conceptualize process steps related to ambiguous/complicated procedures to provide concise consults and documentation
  • Ability to quickly grasp complex processes and workstreams
  • Ability to travel up to 10% within the US
  • Full COVID-19 vaccination is an essential job function of this role. Candidates located in states that mandate COVID-19 booster doses must also comply with those state requirements. UnitedHealth Group will adhere to all federal, state and local regulations as well as all client requirements and will obtain necessary proof of vaccination, and boosters when applicable, prior to employment to ensure compliance. Candidates must be able to perform all essential job functions with or without reasonable accommodation

Preferred Qualifications:

  • 2 years of business analysis experience in a business operations environment
  • Sales goal and/or commission administration experience
  • Sales operations experience in a health care environment
  • Knowledge of health insurance products (i.e. Medicare Advantage, Part D, Med Supp, Affordable Care Act, etc.)
  • Ability to work independently with minimal guidance

Soft Skills:

  • Experience in building high trust relationships
  • Willingness to experiment with new processes and persevere through challenges
  • Solid attention to detail and ability to produce high-quality & accurate work
  • Ability to manage multiple projects/tasks with conflicting priorities and quickly flex to meet business needs
  • Able to proactively identify barriers and suggest solutions that address the root cause of a problem
  • Able to manage time effectively and meet deadlines with minimal direction


To protect the health and safety of our workforce, patients and communities we serve, UnitedHealth Group and its affiliate companies require all employees to disclose COVID-19 vaccination status prior to beginning employment. In addition, some roles and locations require full COVID-19 vaccination, including boosters, as an essential job function. UnitedHealth Group adheres to all federal, state and local COVID-19 vaccination regulations as well as all client COVID-19 vaccination requirements and will obtain the necessary information from candidates prior to employment to ensure compliance. Candidates must be able to perform all essential job functions with or without reasonable accommodation. Failure to meet the vaccination requirement may result in rescission of an employment offer or termination of employment

Careers at UnitedHealthcare Medicare & Retirement. The Boomer generation is the fastest growing market segment in health care. And we are the largest business in the nation dedicated to serving their unique health and well-being needs. Up for the challenge of a lifetime? Join a team of the best and the brightest to find bold new ways to proactively improve the health and quality of life of these 9 million customers. You'll find a wealth of dynamic opportunities to grow and develop as we work together to heal and strengthen our health care system. Ready? It's time to do your life's best work.(sm)

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.


Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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