Candidates with commercial function experience and CRM expertise will find this role in health and benefits sales operations support in North America.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from WTW
WTW's Health, Wealth and Career (HWC) business segment makes a difference to the health, financial wellbeing and work of millions of people. We do this by sorting through complexity and challenging the status quo to find inspired answers. You will be part of our HWC Sales Operations team which is responsible for creating an effective and efficient sales infrastructure to drive accelerated growth and an outstanding client experience. Your role will provide direct support to our Health & Benefits (H&B) North America (NA) business. This is an excellent opportunity for an ambitious professional to further advance their career.Manager – H&B North America Regional Sales Operations Support Specialist
The Role
As a Sales Operations Support Manager, you will provide support to the H&B business region leader and their regional sales community focusing on pipeline management, CRM data quality, account planning, sales enablement and client onboarding.
This position reports to the HWC NA Sales Operations Leader in collaboration with the H&B NA Sales Leader and H&B NA Region Leader.
Serves as a key partner to the H&B NA Region Leader, supporting regional growth and client retention through strong pipeline management, reporting and data insights.Supports the H&B NA Region Leader with account planning activities, clients at risk processes and targeting/segmentation analysis.
Provides support to H&B sellers within the region – answering process questions, troubleshooting tools, client onboarding support and assisting with CRM data hygiene. Assists with client input and interview processes within the region to increase participation and enhance leadership visibility into client feedback. Drives adoption of sales operations tools and processes within the region and provides improvement suggestions to the global HWC Sales Operations team. Collaborates with H&B NA lead generation colleagues on data and process issues.Under the guidance of the HWC NA Sales Operations Leader, coordinates selected H&B NA sales operations processes across regions, partnering with other H&B NA Sales Operations Regional Support Specialists to drive consistency, share best practices and support initiatives such as net promoter score processes, CRM training programs and sales campaigns. Where needed, this may extend to coordinating H&B-related sales operations activities beyond the US.Incorporates AI and automation into everyday work and adapts to evolving needs of the business and sales operations function.When needed, support HWC Global Sales Operations priority initiatives and special projects which benefit HWC globally from an efficiency and/or effectiveness perspective.
Requirements
Experience in supporting Sales Operations, Business Development, account teams, or similar commercial functions.
Working knowledge of CRM systems including pipeline hygiene, contact/account management, and data quality practices.
Strong reporting and analytical skills; able to build, interpret, and communicate pipeline and performance insights.
Proficiency with MS suite and AI tools (e,g, Copilot) and comfort learning new sales enablement platforms.
High attention to detail.
Excellent written and verbal communication skills; highly organized, proactive and responsive; able to manage multiple priorities and meet deadlines.
A great team player who is comfortable collaborating with colleagues at all levels supporting colleagues, sharing knowledge, and stepping in to help ensure team commitments are met.
Demonstrated professional judgment and discretion when handling sensitive client and commercial information.
Adherence to WTW values: client focus, teamwork, integrity, respect and excellence.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The salary compensation range being offered for this role is $90,000.00 to $115,000.00 USD.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits:
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time OffRetirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
Source: WTW careers