Sales Operations Associate at Health Payment Systems Inc – Milwaukee, Wisconsin

Position Summary:

The Sales Operations Associate provides administrative, operational, and customer-focused support to the sales team to help drive revenue growth and deliver exceptional service to prospects, clients, brokers, and partners. This role assists with preparing sales materials, Request for Proposal responses, prospect pipeline management and CRM updates, appointment scheduling and managing prospecting campaigns, and coordinating communication between sales, underwriting, and operations teams. The ideal candidate is highly organized, detail-oriented, customer-focused, and able to manage multiple priorities in a fast-paced, deadline-driven environment.

Essential Duties and Responsibilities:

• Manage proposal development and responses
• Maintain accurate and up-to-date data in the CRM/HubSpot, including entries, updates, reporting and overall sales pipeline management
• Coordinate and schedule external meetings, including calendar management and logistics
• Complete meeting follow-up activities, includes notes, action items and next-step coordination
• Provide on-site sales support at conferences and events as needed, including booth coverage and coordination, as needed
• Serve as the primary point of contact for inbound TempoPay employer proposal requests, including pricing coordination and proposal creation; this role offers exposure to the external sales process with opportunities to grow toward client-facing presentations over time
• Support TempoPay partnership initiatives and cross-functional projects
• Assist with outbound prospecting efforts, including research, list preparation, and pipeline support, in alignment with overall sales priorities
• Other duties as assigned

Qualifications:

• Passionate about solving for the access to healthcare challenges that the U.S. population faces today
• Knowledge of the group employee benefits marketplace (from carrier/TPA, brokers/consultants, or other manner)
• Customer service: meeting quality standards for services and evaluating customer satisfaction
• Experience using HubSpot or similar CRM tool
• Proficient in creating presentations in PowerPoint
• Excellent communication and organizational skills: listening and speaking effectively with customers in a professional manner. Organized to allow for efficient and effective follow-up
• Self-starter with strong work ethic
• Dependable
• Desire to grow and take on a larger sales role in the future
• Strong attention to detail

Education/Experience:

• Undergraduate Degree
• 2-3 years of work experience
• Experience as an assistant analyst at a brokerage or consulting firm highly preferable
• Experience in a sales support or proposal unit role with a health plan, employee benefits point solution, or a TPA is a plus
• Experience with project management preferred

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The physical environment requires most employees to work sitting at a desk, using computer and phone equipment.
• Individuals may be requested to work extra hours and weekends for special projects and events.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job in this office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to:

• Communicate verbally
• Hear to answer phones, interact with others
• Walk occasionally around the office to perform job duties
• Sit at desk to perform duties
• Use fingers to manipulate keyboard and telephone
• Close vision and ability to adjust focus to read and work on computer.

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position.