Field Operations Analyst
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Job Description
Field Operations Analyst supporting sales forecasting, CRM data integrity, and client lifecycle reporting. Innovu provides benefits and human capital risk analytics for employers and advisors.
Responsibilities:
- Manage, coordinate, and produce sales forecasting, sales performance analytics, KPIs, reports, and cross-functional items for biweekly territory calls
- Manage quarterly territory rotations with executive sales leadership and Managing Directors
- Review completed activity, current pipeline, and alignment with Managing Directors’ yearly business plans
- Support sales opportunity underwriting and responses to Requests for Proposals
- Generate sales Order Forms and manage Good Order collection through completion
- Provide weekly leadership reports on new and aged Order Form/Pre-Implementation Checklist status
- Utilize and develop Zoho CRM to streamline order form generation, capture business needs, and improve dashboards
- Coordinate client renewal paperwork and track client changes, terminations, and retention
- Train Managing Directors on Zoho and sales tools including Seismic, ZoomInfo, and Miedge
- Own data integrity checkpoints and ensure clean hand-offs of client data and documentation to Operations
- Identify and escalate process or data gaps and support process refinement
- Produce client health and retention reporting for Client Experience leadership
- Analyze engagement and account data to identify upsell and expansion opportunities
- Partner with Client Experience on retention and growth conversations
- Serve as liaison among Field Operations, Sales, Marketing, Finance, Operations, and Client Experience
- Maintain the marketing collateral repository and assist with sales operations and product/functionality deployments
Requirements:
- Bachelor's degree or equivalent experience
- Minimum of 3+ years of experience in sales support, operations support, and/or reporting analyst responsibilities
- Self-starter with strong organizational skills and attention to detail
- In-depth understanding of the sales process and client lifecycle
- Strong written and verbal communication skills
- Experience using and managing a CRM system (e.g. Zoho, Salesforce, HubSpot, Monday)
- Proficiency with Microsoft 365 (Outlook, Excel, Teams)
- Advanced Excel knowledge
- Desire to become part of and help create our extraordinary culture
- Prior experience in the technology, benefits consulting, healthcare, insurance, or pharmaceutical industry
- Work experience in an entrepreneurial environment, particularly a startup or early growth company
Benefits:
- Mission-driven culture where your contributions have real impact
- Flexible work arrangements
- Collaborative work environment
- Growth and advancement opportunities
- Low cost medical, dental, and vision insurance
- 401(k) plan with an employer match
- Company paid life insurance, short-term disability, and long-term disability coverage
- Paid time off
- Paid parental leave
- And more!
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