Sales Operations Manager

Pay Range:  

• $75000 - $80000 / year

Our Perks: 

• Generous PTO plans, sick pay and health benefits


• Annual bonus based on employment standing*


• Work from home and hybrid model employment


• Confie Enablement Fund/ Scholarship Program


• I-Care Recognition Program


• Corporate Social Responsibility Program


• Diversity, Equity and Inclusion Initiatives


• Confie Hub and Discount Programs (Gym Membership)

Purpose

Own the creation, sustainment, evaluation, and optimization of retail-focused sales and sales management tools, processes, and resources that increase conversion, shorten ramp, and improve customer experience while reducing costs and increasing revenue

Essential Duties & Responsibilities

Establish and maintain strong partnerships with sales employees at all levels of the organization

Collaborate with Sales Leadership to assess sales performance, evaluate processes, and support real-time business needs

Partner with Confie support teams and key stakeholders to achieve project and organizational objectives

Support Confie Retail by implementing, sustaining, evaluating, and optimizing the sales funnel; sales and servicing processes and skills; pre-underwriting; and frontline operational practices

Manage and participate in retail-focused projects of varying scope, exercising independent judgment in process-related decisions

Create, deliver, and maintain process documentation, standard operating procedures, and training resources to support frontline execution

Support the design, implementation, and optimization of differentiating sales and sales management tools

Evaluate and sustain the use of sales tools and resources to ensure continued organizational impact and alignment with evolving business needs

Participate in retail frontline selling/management activities and job shadowing to inform, evaluate, and optimize processes

Conduct regular sales observations over the phone and in-person to identify opportunities for improved performance and execution

Establish and track project outcomes, KPIs, ROI, program budgets, and personal performance goals

Document, track, and manage project milestones and deliverables for all participating stakeholders

Lead or support department-specific and enterprise-wide responsibilities, programs, and key initiatives

Make autonomous, data-driven decisions to optimize revenue opportunities and reduce operational expenses

Communicate effectively and professionally across multiple channels, including email, chat, in-person meetings, and phone

Qualifications and Education Requirements

 5 years of retail sales experience or related insurance industry experience

Demonstrated project management competence or ≥ 2 years in a project management role

Proficiency in Microsoft Office Suite professional products

Strong communication (written and spoken English) and change management skills; able to influence without authority

Exceptional organizational and time management skills

Comfortable conducting over the phone and/or field observations and translating findings into SOPs and training

Preferred Skills

Insurance (P&C, personal lines, non-standard auto) or multi-location retail experience

Bachelor's or Master's degree with a business orientation

Conversational written and spoken Spanish

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Notice 

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [email protected]