Sales Operations Analyst - Team Leader

Job Title: Sales Operations Analyst - Team Leader

Job Type: FT

Location: Hybrid/Charlotte NC

Who We Are

Benefits are complicated but by using innovative technology, paired with attentive and dedicated customer service, it doesn't have to be! At Flores, we focus on technology and customer service, so our clients can focus on their employees. We are a leader in the field of consumer-based reimbursement plans, COBRA, and Direct Bill services. With a 97% client retention rate, we continue to grow our footprint across the US.

Please visit our website to learn more about our people, culture, and benefits! www.flores-associates.com.

Job Summary

At Flores, we are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Sales Operations Analyst - Team Leader will help Flores continue to grow and thrive. This person will be responsible for the management of all sales reporting for the firm and management of the sales administrative team. The Sales Operations Analyst - Team Leader will collaborate closely with our Chief Revenue Officer and the entire sales team to help drive our ability to sell smarter through data analytics and reporting using strong business, marketing, and client acumen. The Sales Operations Analyst - Team Leader reports to the Senior Vice President of Sales.

What You'll Do

• Manage all sales reporting, efficiently and effectively, by working closely with both the sales and the finance teams at Flores. Maintain all sales dashboards and reports for accuracy and clarity.
• Manage the sales administrative team.
• Direct sales teams with operational tasks such as sales and marketing analysis.
• Be responsible for reporting all sales efforts by maintaining existing reports, building new reports, and managing Salesforce.com.
• Execute sales for the team by completing the final steps of the sales process and ensuring accuracy into our system.
• Be responsible for analyzing client, broker, and prospect data and providing analytics as they relate to pipeline foresting, broker results and overall sales results for the team.
• Use data analytics to provide sales insights to leadership and teams to further drive growth and efficiency of the firm.
• Leverage supplemental reporting tools, such as CatapultHQ and advanced knowledge of excel, to further develop and drive growth. Strive to continue to develop and implement reporting efficiencies and new technologies.
• Routinely consult with leadership and key stakeholders and provide timely and insightful sales & marketing information proactively and in response to sales needs and business planning.
• Coordinate sales and marketing efforts with the finance team and account management team, including assisting with sales and corporate reporting and analytics as needed.
• Maintain, develop, and execute data governance routines to ensure data integrity.
• Recognizes industry changes that affect our business and presents solutions to management.
• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes Flores' core values.

Requirements

Who You Are

• An individual that understands the value of providing a high level of customer service.
• Preferred associate or bachelor's degree, but not required.
• A minimum of 2 years' work experience, with related industry experience highly preferred.
• Advanced abilities in MS Excel and Salesforce.com is strongly preferred.
• A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment.
• A qualified candidate who possesses above average analytical and problem-solving skills.
• A creative and analytical thinker with strong marketing skills, innovative ideas, and problem-solving skills.
• A leader who can empower team members to grow personally and professionally.
• An internally motivated individual looking to grow personally and professionally.
• Someone with a reputation for being a self-starter with strong communication and listening skills.
• An enthusiastic team player with a high level of personal worth and above average project management skills.
• Experienced with working within a fast-paced, collaborative, team-based project environment as well as on multiple projects at a time.

Work Environment

Flores' standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional hybrid office environment based out of our Charlotte office. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with Flores team members and candidates and must be able to exchange accurate information clearly in these situations.

How We Support Our Team

At Flores, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

• Competitive Benefits - Flores offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA's, Pre- and Post-tax 401k's with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
• Work Life Balance - We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
• Community Involvement - We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations' they are passionate about.

Our Core Values & Diversity Focus

Our vision is to be the most admired benefits partner, and our core values and beliefs are:

• We believe in always doing the right thing.
• We believe that a remarkable service experience is possible.
• We believe in trusting one another as an operating philosophy.
• We believe that high performance teams deliver extraordinary results.
• We believe in building benefits technology that converts the complex to easy.
• We seek to empower, empathize, and respect our team members and our world.

Flores & Associates is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.