Jobs
>
Charlotte

    Sales Operations Analyst - Charlotte, United States - Flores & Associates

    Flores & Associates
    Flores & Associates Charlotte, United States

    1 week ago

    Default job background
    Description
    Job Title: Sales Operations Analyst - Team Leader

    Job Type: FT

    Location: Hybrid/Charlotte NC

    Who We Are

    Benefits are complicated but by using innovative technology, paired with attentive and dedicated customer service, it doesn't have to be At Flores, we focus on technology and customer service, so our clients can focus on their employees. We are a leader in the field of consumer-based reimbursement plans, COBRA, and Direct Bill services. With a 97% client retention rate, we continue to grow our footprint across the US.

    Please visit our website to learn more about our people, culture, and benefits

    Job Summary

    At Flores, we are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Sales Operations Analyst - Team Leader will help Flores continue to grow and thrive. This person will be responsible for the management of all sales reporting for the firm and management of the sales administrative team. The Sales Operations Analyst - Team Leader will collaborate closely with our Chief Revenue Officer and the entire sales team to help drive our ability to sell smarter through data analytics and reporting using strong business, marketing, and client acumen. The Sales Operations Analyst - Team Leader reports to the Senior Vice President of Sales.

    What You'll Do
    • Manage all sales reporting, efficiently and effectively, by working closely with both the sales and the finance teams at Flores. Maintain all sales dashboards and reports for accuracy and clarity.
    • Manage the sales administrative team.
    • Direct sales teams with operational tasks such as sales and marketing analysis.
    • Be responsible for reporting all sales efforts by maintaining existing reports, building new reports, and managing
    • Execute sales for the team by completing the final steps of the sales process and ensuring accuracy into our system.
    • Be responsible for analyzing client, broker, and prospect data and providing analytics as they relate to pipeline foresting, broker results and overall sales results for the team.
    • Use data analytics to provide sales insights to leadership and teams to further drive growth and efficiency of the firm.
    • Leverage supplemental reporting tools, such as CatapultHQ and advanced knowledge of excel, to further develop and drive growth. Strive to continue to develop and implement reporting efficiencies and new technologies.
    • Routinely consult with leadership and key stakeholders and provide timely and insightful sales & marketing information proactively and in response to sales needs and business planning.
    • Coordinate sales and marketing efforts with the finance team and account management team, including assisting with sales and corporate reporting and analytics as needed.
    • Maintain, develop, and execute data governance routines to ensure data integrity.
    • Recognizes industry changes that affect our business and presents solutions to management.
    • Perform other duties as assigned.
    • Maintain quality work that exemplifies and promotes Flores' core values.
    Requirements

    Who You Are
    • An individual that understands the value of providing a high level of customer service.
    • Preferred associate or bachelor's degree, but not required.
    • A minimum of 2 years' work experience, with related industry experience highly preferred.
    • Advanced abilities in MS Excel and is strongly preferred.
    • A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment.
    • A qualified candidate who possesses above average analytical and problem-solving skills.
    • A creative and analytical thinker with strong marketing skills, innovative ideas, and problem-solving skills.
    • A leader who can empower team members to grow personally and professionally.
    • An internally motivated individual looking to grow personally and professionally.
    • Someone with a reputation for being a self-starter with strong communication and listening skills.
    • An enthusiastic team player with a high level of personal worth and above average project management skills.
    • Experienced with working within a fast-paced, collaborative, team-based project environment as well as on multiple projects at a time.
    Work Environment

    Flores' standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional hybrid office environment based out of our Charlotte office. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with Flores team members and candidates and must be able to exchange accurate information clearly in these situations.

    How We Support Our Team

    At Flores, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too
    • Competitive Benefits - Flores offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA's, Pre- and Post-tax 401k's with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more
    • Work Life Balance - We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
    • Community Involvement - We love to give back to our community, and we recognize that our team does too We have a volunteer program in place to support our team members as they help the organizations' they are passionate about.
    Our Core Values & Diversity Focus

    Our vision is to be the most admired benefits partner, and our core values and beliefs are:
    • We believe in always doing the right thing.
    • We believe that a remarkable service experience is possible.
    • We believe in trusting one another as an operating philosophy.
    • We believe that high performance teams deliver extraordinary results.
    • We believe in building benefits technology that converts the complex to easy.
    • We seek to empower, empathize, and respect our team members and our world.
    Flores & Associates is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.
  • Acosta

    Operations Analyst

    2 days ago

    Acosta Charlotte, United States

    Operations Analyst - Customer Excellence Center · Location NC - CHARLOTTE · Ready to level up your career with a global, cutting-edge tech leader? Passionate about delivering top-notch customer service? · If so, ActionLink wants YOU to join our Sony Account Division to make an ...

  • Resolvion

    Operations Analyst

    2 days ago

    Resolvion Charlotte, United States

    Resolvion is a dynamic organization committed to being the number one financials services partner for our clients. · Position Summary: · As an Operations Analyst, you will play a crucial role in optimizing the performance of the operations team, focusing on process improvement, ...

  • Red Ventures

    Operations Analyst

    21 hours ago

    Red Ventures Charlotte, United States

    Red Ventures is seeking a Business Operations Analyst, to support the Insurance team. This individual will own day-to-day operations of optimizing revenue, UX experiences, and our digital agency performance across our internal brands and with third-party partners. · What You'll ...

  • Bank of America

    Operations Analyst

    3 weeks ago

    Bank of America Charlotte, United States OTHER

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Bank of America

    Operations Analyst

    2 days ago

    Bank of America Charlotte, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys ...

  • Bank of America

    Operations Analyst

    2 days ago

    Bank of America Charlotte, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Carrier Global Corporation

    Billing Operations Analyst

    1 week ago

    Carrier Global Corporation Charlotte, United States

    Validate completion of jobs for billing, checking for customer authorization, completion/closure of the service order/project, validate correct cost postings and correcting as needed and setting jobs to Ready to Bill status for the billing team. Comm Operations Analyst, Billing, ...

  • Adecco

    FX Operations Analyst

    2 weeks ago

    Adecco Charlotte, United States

    Adecco is currently assisting a local client in their search to fill an FX Operations Analyst position in Charlotte, NC. · IN-OFFICE POSITION · W-2 position · Type: Fulltime (40 hours/week) contract · Length: 12+ months, possible extension ortemp to hire · Shift/Hours: 8A – 5P · ...

  • Crete Mechanical Group

    Operations Business Analyst

    1 week ago

    Crete Mechanical Group Charlotte, United States

    Position Summary · Job Title: Operations Business Analyst · Company Overview · Crete United was founded in 2020 and is one of the largest and fastest growing unified networks of local mechanical, electrical and plumbing (MEP), Building Automation and Energy Efficiency Solution ...

  • Apex Systems

    Syndicated Operations Analyst

    1 week ago

    Apex Systems Charlotte, United States

    Job Title: Syndicated Operations Analyst · Large Bank · Pay rate: $45-53 · Location: Charlotte, NC (Uptown) – Will work on site all 5 days for the the initial training time · Contract Length: 12+ months with potential to convert · Required Skills: · Bloomberg, DTC and Syndicate ...

  • Crete United

    Operations Business Analyst

    1 week ago

    Crete United Charlotte, United States

    Position Summary · Job Title: Operations Business Analyst · Company Overview: · Crete United was founded in 2020 and is one of the largest and fastest growing unified networks of local mechanical, electrical and plumbing (MEP), Building Automation and Energy Efficiency Solution ...

  • Quilt Software LLC

    Payments Operations Analyst

    1 week ago

    Quilt Software LLC Charlotte, United States

    About Quilt Software: · Quilt LLC is PSG Equity's latest vertical software and integrated payments platform, similar to their successful EverCommerce investment which recently went public. Quilt provides specialty inventory and POS software through a family of vertically focused ...

  • Carrier

    Billing Operations Analyst

    1 week ago

    Carrier Charlotte, United States

    **Country:** · United States of America · **Location:** · CAN05: CCS-Charlotte, NC 5900 Northwoods Business Pkwy, Charlotte, NC, 28269 USA · Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse w ...

  • Quilt Software LLC

    Payments Operations Analyst

    2 weeks ago

    Quilt Software LLC Charlotte, United States

    Job Description · Job Description · About Quilt Software: · Quilt LLC is PSG Equity's latest vertical software and integrated payments platform, similar to their successful EverCommerce investment which recently went public. Quilt provides specialty inventory and POS software t ...

  • Carrier

    Billing and Operations Analyst

    3 weeks ago

    Carrier Charlotte, NC, United States Full time

    Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life possible by delivering safer, smarter an ...

  • Red Ventures

    Business Operations Analyst

    23 hours ago

    Red Ventures Charlotte, United States

    Save On Energy is a free resource that simplifies how you shop your energy service in Texas. Our purpose at Save On Energy is to provide customers with competitive energy plans from top providers, focusing on the Texas deregulated energy and solar energy markets. We combine our k ...

  • Penn Foster Inc

    Operations Claim Analyst

    1 week ago

    Penn Foster Inc Charlotte, United States

    Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultur ...

  • Red Ventures

    Senior Operations Analyst

    21 hours ago

    Red Ventures Charlotte, United States

    Red Ventures is seeking a Senior Analyst, Business Operations to support the Bankrate Brand in the Home Lending vertical. This individual will manage the day-to-day operations by optimizing revenue, UX experiences, and audience segmentation both onsite and with our partners.What ...

  • Techtronic Industries - TTI

    Sales Operations Analyst

    2 days ago

    Techtronic Industries - TTI Charlotte, United States

    Job Description:Role Summary: This position is expected to assist and work collaboratively with sales, operations, IT, finance and our Channel and Product marketing teams in the execution of TTI Floor Care cost to serve initiatives. This position will have an active role in the r ...

  • TTI Floor Care North America Inc.

    Sales Operations Analyst

    2 days ago

    TTI Floor Care North America Inc. Charlotte, United States

    Job Description: · Role Summary: · This position is expected to assist and work collaboratively with sales, operations, IT, finance and our Channel and Product marketing teams in the execution of TTI Floor Care cost to serve initiatives. This position will have an active role in ...