Sr. Sales Operations Specialist

1 month ago

Oak Brook, Illinois, United States Inspira Financial Full time

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company

  • Typical schedule for this role is 8 a.m. CT/ET to 5 p.m. CT/ET


HOW YOU WILL SOAR:
The Sr. Sales Operations Specialist will report to the Sr. Manager, Sales Operations in the Sales - Consumer Directed Benefits Department. This role is responsible for providing sales support, market analysis and prospecting assistance to sales teams and leadership to drive growth and ensure an overall positive customer experience. Manages complex proposal RFP (Request for Proposal) generation with appropriate areas of the organization. Leads the appraisals/reviews and identifies missing information and compiles questions, investigates, and resolves issues.

  • Providing sales support, market analysis and prospecting assistance to sales teams and leadership
  • Drive growth and ensure an overall positive customer experience
  • Manages complex proposal RFP generation with appropriate areas of the organization
  • Leads the appraisals/reviews and identifies missing information and compiles questions, investigates, and resolves issues
  • Provides training support along with taking on special projects assigned
  • Other duties as assigned


IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

  • 4-7 years of experience in handling complex administrative and technical tasks that supporting a sales team
  • Bachelor's Degree in business, healthcare, or a related field
  • Excellent analytical skills with a proactive nature
  • Strong organization skills with a drive to meet deadlines
  • An affinity for accuracy and efficiency
  • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
  • Strong verbal and written communication skills
  • An aptitude for prioritization and multi-tasking
  • Strong collaboration skills
  • A drive to learn and apply new concepts quickly
  • Experience with Salesforce CRM (Customer Relationship Management) preferred


Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.

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