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Senior Sales Operations Specialist at Greene Resources

Senior Sales Operations Specialist

Greene Resources Orlando, FL Full-Time
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Job Number: 44801

Senior Sales Operations Specialist

Job Description:

Our client, one of the nations leading benefits brokerage firms, is looking to hire a senior sales operations specialist to support their team! The Senior Sales Operations Specialist will be responsible for assisting the Sales and Marketing teams with CRM data management, managing the pipeline and lead process, and supporting end users with our data, reporting systems and technology stack. A main focus is to provide technical assistance and how to use technology effectively that drives and promotes a high-performing sales culture for our Sales, Marketing, and Operational teams. Other duties include facilitating the sharing of reports and sales data between departments, implementing training exercises, onboarding new team members, partnering with sales management on process and technological efficiency, and assisting finance with the tracking/forecasting/auditing revenue.


  • Lead Qualification process (qualification, distribution, tracking, coordination, and Dun & Bradstreet utilization for Sales Desk, Sales Leaders, Principals, Producers, and their staff.)

  • CRM Data Management

  • To maintain data and perform data tasks such as unsubscribed users still receiving communications, failure to receive communication error, optout requests, and data uplift cleansing activities such record deduplication

  • Support end users, maintain, cleanse and validate data files for the CRM database

  • CRM data assignments, maintenance and data clean-up projects

  • Build and create CRM advanced finds / standardization of reports to review, audit, and validate data related to sales and open pipeline activity

  • Support Marketing efforts and the broader CRM Team

  • Campaign activity and Market Qualified Leads (MQLs)

  • Update the Marketing mail folder by changing employees? employment status, adding new email addresses, and other miscellaneous duties

  • Manage the Marketing email Better Benefits folder by responding to requests made by prospects and clients which includes updates and status changes

  • Eloqua Administration processing

  • Add new users, manage user profiles, maintain data, and update user profiles

  • Trouble shoot with prospects and clients when Eloqua campaign issues arise

  • MiEdge administration responsibilities such as add users, monitor credit utilization, and review cost effectiveness

  • Collaborate with our Sales Operations team and management to provide training, guidance and mentorship for part-time and temporary employees who work on special projects

  • Work with sales management on sales strategy and development

  • Create, build, clean and analyze reports for local management related to books of business, products, carriers, forecasting, and other business units/functions

  • Monitoring national communications and initiatives to make sure the local teams are well-versed in company services, news and programs

  • Consult with sales team members in one-on-ones designed to keep their focus in the verticals they are most effective

  • Additional responsibilities assigned by management

Education Requirements:

  • Bachelors degree, preferred

Desired Background/Skills:

  • Prior experience in broker agency or working within the insurance sector in a marketing capacity is a plus

  • Data management or related environment experience, and will have worked with large volumes of customer data including filtering, running queries and segmentation.

  • Previous relevant CRM experience

  • Proficient computer skills including Excel, Word, and PowerPoint is a must

  • MiEdge, Dun & Brad Street, and Eloqua experience is preferred


  • Candidate should be well organized, detailed-oriented and able to multi-task

  • Must be self-motivated, able to manage multiple priorities, a large work load and thrive in a fast-paced environment

  • Excellent organizational intelligence and communication skills

  • Strong attention to detail with demonstrated analytical, technical, and computer skills

  • Problem solving skills and a strong work ethic are necessary

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Orlando, FL

Job Type

Business Development, Finance, Sales


Not Specified

Date Posted

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