Role Overview
The Sales Operations Manager supports the Vice President of Sales and the VIPLI Commercial team by ensuring that the systems, data, reporting, processes, and operational activities supporting the distribution network are accurate, organized, and effectively coordinated.
What You Will Do
The role provides the commercial operating infrastructure required to support VIPLI’s network of MGAs, Agencies, and Introducers, including system-based contracting and onboarding visibility, hierarchy management, commission support, production and persistency monitoring, CRM administration, Power BI reporting, training and certification materials, and coordination of roadshows and other commercial initiatives.
Why It Might Be a Fit
The position requires strong CRM, advanced Excel, Power BI/reporting, pipeline, forecasting, KPI, commission, and data-analysis experience, as well as strong organizational, analytical, project-management, communication, and cross-functional coordination skills.
Requirements
- Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field
- 3–5 years of experience in Sales Operations, Commercial Operations, Revenue Operations, Sales Analytics, or a similar role
- Insurance, financial services, investments, wealth management, or regulated financial-services experience strongly preferred
- Experience supporting independent distribution networks, including MGAs, Agencies, brokers, or similar models preferred
- Strong CRM, advanced Excel, Power BI/reporting, pipeline, forecasting, KPI, commission, and data-analysis experience
- Strong organizational, analytical, project-management, communication, and cross-functional coordination skills
- Bilingual English/Spanish strongly preferred
To apply for this job please visit linkedin.com.
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