Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.
If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.
Our Newest Opportunity:
Overview
The Sales Operations Support Specialist will provide day-to-day administrative and operational support to the Sales Operations & Strategy Manager and the broader Sales, New Business, and Retention teams. This role assists in keeping our sales systems, data, and processes running smoothly — supporting the Sales Operations & Strategy Manager who leads and owns these functions. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment where accuracy and follow-through matter.
Essential Duties and Responsibilities
CRM & Pipeline Support
· Assist with data entry, record updates, and routine data cleanup tasks in D365 as directed by the Sales Operations & Strategy Manager
· Help flag stale or incomplete opportunity records for the Manager's review and action
· Support bulk data uploads and contact list management as assigned
New User Setup & System Access
· Assist with onboarding new users across sales tools including D365, Spark, MiEdge, and other platforms
· Coordinate with IT and system administrators to ensure proper access and licensing is in place for new producers and staff
· Support troubleshooting efforts when end users experience system access or functionality issues
Meeting & Training Coordination
· Coordinate internal team meetings, trainings, and check-ins with producers, carriers, vendors, and internal stakeholders
· Manage scheduling logistics, agendas, and follow-up documentation for recurring and ad hoc meetings
· Assist in organizing and preparing materials for training sessions on sales tools and processes
Marketing & RFP Support
· Help coordinate administrative tasks between the sales team and the marketing department on requests, campaigns, and deliverables
· Assist with the RFP process by helping gather information, tracking deadlines, and organizing submission materials as directed — not leading or owning submissions
· Help prepare and organize supporting materials for finalist presentations and client-facing documents
General Administrative Support
· Provide day-to-day administrative support to the Sales, New Business, and Retention team management
· Assist with scheduling, meeting coordination, and follow-up documentation across teams
· Support special projects and data initiatives as assigned by the Sales Operations & Strategy Manager
· Assist with contest tracking, event coordination, and logistics in support of sales enablement programs and team initiatives
Qualifications, Skills & Requirements
· Well-organized, detail-oriented, and able to manage multiple priorities simultaneously
· Strong written and verbal communication skills
· Comfortable working in a support capacity — able to take direction and execute tasks with accuracy and follow-through
· Proficient in Microsoft Office (Excel, Word, PowerPoint)
· Prior experience with CRM systems (D365 preferred) is a plus
· Experience in insurance, employee benefits, or a broker agency environment is a plus
· Familiarity with tools such as MiEdge, Spark, or Outreach is a plus but not required
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are…