Sales Technology Data Operations Specialist

Role Overview

The Sales Technology Data Operations Specialist plays a key role in supporting business operations through the management of data-driven processes and requests. This position works across multiple teams to ensure information is handled accurately, issues are resolved efficiently, and operational activities are executed effectively.

What You Will Do

Execute and coordinate data-related business processes across teams, ensuring work is completed accurately and within established timelines. Develop and apply a detailed understanding of complex business rules, guidelines, exceptions, and process nuances.

Why It Might Be a Fit

The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple priorities while driving work to completion.

Requirements

• College degree or with at least 2+ years of relevant business experience
• Confidentiality: Ability to handle confidential information with discretion
• Technical Proficiency: Proficient with Microsoft Office, particularly Excel, as well as Outlook and Teams
• CRM Familiarity: Familiarity with Salesforce or a similar CRM platform; experience with data imports or list tools is a plus
• Financial Services Knowledge: General understanding of financial services or insurance operations preferred
• Autonomy and Team Collaboration: Ability to work independently while contributing in a team-based environment
• Process Execution: Ability to understand and apply complex business rules, guidelines, exceptions, and nuances
• Data Management: Experience with list management, data imports, record updates, and data validation, including strong proficiency in Microsoft Excel
• Organization and Time Management: Strong attention to detail with the ability to manage competing priorities and meet deadlines
• Customer Service: Provides responsive, service-oriented support to internal requesters, ensuring questions and requests receive timely, accurate follow-up

Benefits

• Dental insurance
• Vision insurance
• Short- and long-term disability insurance
• Life and AD&D insurance coverage
• Adoption/surrogacy benefits
• Wellness benefits
• Employee/family assistance plans
• Retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• Paid time off program (up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year)