Note: The job is a remote job and is open to candidates in USA. EPIC Insurance Brokers & Consultants is focused on helping clients navigate drug management challenges through pharmacy intelligence and technologies. They are seeking a manager-level Sales Operations Manager to oversee operational processes that support sales opportunities, ensure data integrity in Salesforce, and generate insights to inform sales strategies.
Responsibilities
- Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline
- Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps
- Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded
- Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies
- Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process
- Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy
- Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities
- Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities
- Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline
Skills
- Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization
- Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance
- Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders
- Experience working cross-functionally with sales, finance, and executive stakeholders to improve processes and drive accountability
- Hands-on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows
- Strong analytical, organizational, and project management skills
- Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow-through
- Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization
- Ability to balance strategic thinking with hands-on execution in a fast-paced environment
- Experience with Salesforce administration, reporting, dashboards, and data management
- Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience
- Salesforce Certified Platform Administrator
- Ability to travel as business needs require
- Experience supporting a professional services, consulting, or B2B sales organization
- Background in renewal management, sales analytics, or revenue operations
- Experience leading CRM enhancements, cross-system integrations, or process improvement initiatives
Benefits
- Generous Paid Time off + Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company Overview
Company H1B Sponsorship