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Sales Operations Analyst

Greenwich, CT - Hybrid

WHO WE ARE: 

Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike — and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

The Sales Operations Analyst is responsible for various administrative and operational functions to ensure seamless sales support and optimize processes. To be successful in this role, one must enjoy working cross-functionally across Sales, Operations, Technology, and Marketing and can manage multiple tasks in a fast-paced environment. The ideal candidate possesses superior attention to detail with a proven ability to quickly, consistently, and accurately execute both standardized and ad hoc processes. This role requires a candidate who thinks strategically, has a strong work-ethic, takes initiative, and is a problem solver. 

WHAT YOU’LL DO: 

  • Manage multiple concurrent projects, understand priorities, and initiate and drive projects to completion with minimal guidance.
  • Optimize sales and operational efficiency through innovative thinking, process improvement and system enhancements and best practice sharing.
  • Conduct business analysis including customer and market analysis for leads and prospects, applying quantitative analysis and data visualization to tell the story behind the numbers.
  • Understand the reporting needs of the Sales Department and prepare reports, proposals, and presentations.
  • Conduct planning and preparation for prospect visits and conferences, execute on these plans and support the sales team to drive revenue growth post event.
  • Serve as a point of contact for sales team members for questions and logistics.
  • Develop strong collaborative relationships with aligned lines of business to more effectively achieve data needs, analyze results, and RFP / RFI completion.
  • Manage various aspects of the CRM including workflow design, reporting, data integrity and maintenance.
  • Maintain the quality and accuracy of contacts and accounts databases and add new contacts, accounts and opportunities to enable the company to have a full picture of relationships at every account/target

 WHAT YOU’LL NEED:  

  • Two to five years of strong analytical and problem solving experience working in business development, technology, or operations.
  • BA/BS degree in a technology or business-oriented field is a nice to have.
  • Experience in the annuity and life insurance industry with outsourcing experience preferred.
  • Demonstrate strong project management skills including organization, attention to detail and ability to coordinate and interact with cross functional teams.
  • Proficiency in Google Suite and Microsoft Office Suite, particularly Excel, Word and PowerPoint.
  • Excellent analytical, reporting, data manipulation, dashboard creation and business intelligence skills.
  • Experience using CRM and Analytical Tools (i.e. Hubspot, Salesforce, Pipedrive, PowerBI, Tableau, Microsoft Excel, Google Suite, etc).
  • Strong written and verbal communication skills with ability to communicate across groups and levels within the organization.

WHAT IS IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website.  We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

 

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