Sales Operations Analyst

Summary

One Inc provides insurance payment solutions that help insurers deliver convenient and secure payment experiences. The Sales Operations Analyst supports sales productivity and business growth through operational coordination, RFP/RFI management, pricing proposals, systems administration, reporting, contract workflows, customer handoffs, and training.

Responsibilities

• Provide day-to-day operational support for Sales Directors, Relationship Managers, executives, and other sales stakeholders
• Respond to process, reporting, system, and data-related requests
• Track open requests, prioritize workload, and ensure timely completion of deliverables
• Document repeatable processes and support continuous improvement initiatives
• Coordinate RFPs, RFIs, security questionnaires, and related customer requests from intake through submission
• Facilitate kickoff meetings, assign subject matter experts, track deadlines, conduct quality reviews, and manage final submissions
• Coordinate supporting documentation and ensure final materials are properly stored and archived
• Administer the Responsive platform, including project setup, permissions management, templates, content libraries, contributor coordination, and reporting
• Maintain organized response content and support content-library governance
• Develop customer-facing pricing proposals using approved pricing models, volume assumptions, fees, options, ROI information, and supporting business analyses
• Collaborate with Sales, Business Intelligence, and Payment Operations teams to validate proposal content
• Coordinate revisions and ensure final approved pricing information is maintained in designated systems and repositories
• Receive, validate, format, and upload ClaimsPay TIN and date data to approved Business Intelligence repositories
• Submit analysis requests and monitor completion status
• Coordinate follow-up activities for incomplete data submissions
• Route completed analyses to appropriate pricing and proposal stakeholders
• Manage execution workflows for existing-client Statements of Work
• Verify approved versions and prepare approval summaries
• Coordinate DocuSign execution or alternative customer signature processes
• Track signature status and ensure completed agreements are properly archived and distributed
• Prepare sales win announcements utilizing Salesforce information and approval summaries. Coordinate approval workflows and publication schedules
• Verify stakeholders, leadership recipients, and supporting team members
• Prepare customer implementation checklists following contract execution
• Support Sales-to-Services transition activities
• Validate contract details, pricing information, Salesforce records, and implementation requirements
• Track and resolve outstanding onboarding and implementation items
• Coordinate client NDA requests through approved Legal review and redlining processes
• Monitor execution workflows and maintain supporting documentation
• Ensure compliance with established approval procedures
• Escalate contractual or legal concerns to appropriate stakeholders
• Administer sales tools and systems including Gong, Glean, LinkedIn Sales Navigator, AM Best Users. Responsibilities include managing platform access, configurations, dashboards, deal boards, trackers, and reporting views
• Support user training, adoption, troubleshooting and coordinating vendor support activities as needed
• Evaluate and assist with implementation of additional platform capabilities as needed
• Maintain and update Sales-related content on the company intranet
• Manage resource links, permissions, formatting standards, approvals, and content lifecycle activities
• Ensure intranet resources remain current, organized, and accessible
• Support onboarding and training for new Sales team members
• Deliver training related to Salesforce, Responsive, sales processes, and internal resources
• Coordinate access provisioning and schedule onboarding sessions
• Maintain and enhance training materials to support employee success

Skills

• Strong knowledge of Sales Operations processes and best practices
• Experience supporting CRM systems, preferably Salesforce
• Experience administering business applications such as Responsive, Gong, Glean, LinkedIn Sales Navigator, SafeBase, or similar platforms
• Excellent project coordination and workflow management skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication skills
• Experience managing document workflows, approvals, signatures, and repository governance
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, Outlook, and Teams
• Experience working with SharePoint and other content management platforms
• Customer-focused mindset with strong internal and external relationship management skills
• Bachelor's degree in Business Administration, Operations, Finance, Information Systems, Marketing, Communications, or a related field preferred
• Minimum of 2-4 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Support, Project Coordination, or a related role preferred
• Experience supporting SaaS, technology, insurance, financial services, or payments organizations preferred
• Equivalent combination of education, training, and relevant work experience may be considered

Qualifications

Must Haves

• Strong knowledge of Sales Operations processes and best practices
• Experience supporting CRM systems, preferably Salesforce
• Experience administering business applications such as Responsive, Gong, Glean, LinkedIn Sales Navigator, SafeBase, or similar platforms
• Excellent project coordination and workflow management skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication skills
• Experience managing document workflows, approvals, signatures, and repository governance
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, Outlook, and Teams
• Experience working with SharePoint and other content management platforms
• Customer-focused mindset with strong internal and external relationship management skills

Nice to Haves

• Bachelor's degree in Business Administration, Operations, Finance, Information Systems, Marketing, Communications, or a related field preferred
• Minimum of 2-4 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Support, Project Coordination, or a related role preferred
• Experience supporting SaaS, technology, insurance, financial services, or payments organizations preferred
• Equivalent combination of education, training, and relevant work experience may be considered

Benefits

• Medical, dental, and vision insurance
• A 401(k) plan
• A strong commitment to work-life balance
• Opportunities for career advancement across the team
• Remote work arrangement