Sales Operations Specialist

About ClaimInformatics

ClaimInformatics is a payment integrity and fiduciary compliance company based in Bloomfield, Connecticut. We serve self-funded employer health plans, third-party administrators (TPAs), captive insurance programs, and Taft-Hartley funds.

The role

This role supports the sales process and ensures the right follow-ups happen. You will keep every conversation moving after a meeting ends: sending follow-up emails and documents, booking the next meeting, keeping Zoho CRM accurate, and ensuring new clients have a smooth handoff between teams.

We are looking for a go-getter who acts without waiting to be asked and isn’t afraid of making mistakes along the way.

What you do

Follow-up and scheduling

•            Send follow-up emails and documents after external meetings

•            Coordinate meetings and schedules, including booking follow-up meetings

•            Check in on stalled deals to confirm whether each is still active

CRM, pipeline, and reporting

•            Maintain CRM and sales data in Zoho

•            Coordinate sales tools, systems, and processes

•            Track opportunities through the sales process

•            Prepare pipeline reviews for the CEO

•            Create sales reports and dashboards

Contracts and documentation

•            Manage contracts and sales documentation

Onboarding and handoff

•            Support customer and account setup

•            Track customer onboarding activities

•            Ensure a smooth handoff between teams, including kickoff scheduling

Sales support

•            Respond to internal sales support requests and handle routine reporting and administrative tasks

You may also

•            Prepare for meetings with the CEO, including prep calls and materials

•            Log meeting notes in Zoho

•            Manage follow-ups as Zoho Tasks and keep a dated next step on every active deal

•            Support forecasting and pipeline tracking

•            Assist with commissions and sales metrics, including the monthly reconciliation with Finance

•            Prepare materials for leadership reviews

•            Assist with proposals, customer paperwork, presentations, and sales materials

•            Support trade shows and events

What success looks like

90 days – Schedules follow-ups independently and maintains Zoho.

12 months – Begins providing BDR support by pre-qualifying opportunities and scheduling initial calls.

18–24 months – Takes on forecasting and begins providing account management support.

Salary Range

The base salary for this role is $60,000 per year, plus uncapped variable compensation tied to the deals you help close.

Benefits

• Health insurance

• Paid time off (PTO)

• 401(k)

• Computer equipment provided

Who you are

In order of importance:

1.          Relentless follow-through. Nothing falls through the cracks.

2.          Proactive. You don’t wait to be asked.

3.          Detail-oriented. You get the particulars right.

Requirements

Education and experience

•            Bachelor’s degree

•            1–3 years of experience in sales support and CRM operations

•            Experience supporting a sales team or senior executive in a B2B environment

Required skills

•            Proficiency with scheduling tools, including Outlook and Teams

•            Experience with contracts and document management

•            Clear, professional business writing for client-facing follow-up emails

•            Ability to work remotely and manage your own workload

Preferred

•            Zoho CRM experience (experience with other CRMs, such as Salesforce or HubSpot, will be considered)

•            Experience in healthcare, employee benefits, TPAs, or insurance

•            Excel and reporting skills

•            Familiarity with HIPAA and handling sensitive health information

We will train on Zoho CRM, healthcare and self-funded benefits, and Excel reporting.

Tagged as: Compensation Design, Excel, Forecasting, HubSpot, Pipeline Management, Salesforce