via Ladders
$70K - 110K a year
Support sales operations in healthcare benefits by managing Salesforce CRM, developing forecasting models, designing quotas, and optimizing sales processes.
4-6+ years in sales/revenue operations or analytics in healthcare benefits, strong Salesforce CRM expertise, analytical modeling skills, and familiarity with healthcare/benefits industry.
Job Description: • Support our B2B healthcare/benefits business (e.g., group benefits plans, TPAs, employer-sponsored plans, Medicare Advantage, wellness & benefits programs) • Partner with Sales, Marketing, Client Relations, and Finance to support annual planning leveraging historical trends, external data sources, and more to shape priorities across customer segments • Develop quota-setting process and target segmentation aligned to healthcare/benefits business models • Build and maintain forecasting models and provide scenario planning • Design and maintain dashboards/KPIs to monitor sales performance • Conduct ad hoc analyses and translate findings into actionable recommendations • Serve as a thought partner to Sales leadership to optimize resource mix • Stand up sales performance metrics and management system leveraging available data • Serve as the key administrator and business owner for Salesforce CRM; ensure data integrity, governance, and optimal workflows tailored to healthcare/benefits selling cycles • Work with Technology to streamline and automate sales operations • Review and optimize sales processes tailored to the benefits/healthcare environment • Develop training, documentation, and field communications to drive CRM utilization • Lead design, modeling, and administration of sales and channel partner incentive compensation programs • Monitor attainment, prepare monthly/quarterly payout reports, and coordinate with Finance and HR for accuracy Requirements: • 4-6+ years of experience in Sales Operations, Revenue Operations, or Sales Analytics, preferably in a B2B healthcare/benefits/insurance environment • Deep experience using Salesforce CRM (reporting, dashboards, workflow automation) and managing integrations with other systems • Strong analytical modeling capability (Excel/Google Sheets; nice-to-have BI tools such as Tableau) • Proven track record supporting forecasting, quota/territory design, channel strategy, and incentive compensation • Excellent communication and ability to translate data into actionable insights for leadership • Ability to manage both strategic initiatives and day-to-day execution • Familiarity with the healthcare/benefits industry (employer group benefits, broker/consultant channels, plan lifecycle, regulatory dynamics) Benefits: • competitive salary • company bonus potential • medical • dental • vision • 401k with match • generous paid time off • free gym membership to over 13,000 fitness locations in the US • other great benefits
This job posting was last updated on 12/1/2025