Sales Operations Assistant

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Sales Operations Assistant at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 180 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

The Sales Operations Assistant will support and empower all sales teams to reach the region’s objectives through the delivery of quality resources and training. This role will collaborate with Marketing and other departmental teams to ensure sales team members have the knowledge, skills, and tools to accelerate sales pipelines and achieve company goals. The Sales Operations Assistant will leverage sales/marketing analytics to optimize training, coaching and campaigns, improve overall sales performance and the success of sales operations.

As our Sales Operations Assistant for our sales teams, you’ll

Support the regional production team with Salesforce data management to ensure accuracy.Responsible for Salesforce training and content sharing for sales team members. Stay current on system updates provided by corporate.Provide technical training on various regional sales tools and resources as needed.Manage record uploads/transfers within Salesforce, such as book of business and prospect re-assignments.Support regional sales team in troubleshooting Salesforce processes to determine root causes of error as needed.Coordinate and provide technical support for sales meetings, including preparation of presentation materials.Support the regional production team in prospect research with the use of internal resources as needed.Serve as a liaison between brand/product marketing and sales to ensure alignment.Support the Marketing team process by leveraging Salesforce and integrated tools.Conduct Pardot lead generation and implementation with the marketing and sales support teams.Assist with maintenance of Client and Prospect data in marketing & sales database such as contacts, company information, survey participation, and notes.Promote participation in national trainings and other sales initiatives.Ensure regional sales team members are participating in national/regional training initiatives.Work with Sales Operations Lead and Marketing to identify collaborative team wins and develop regional communications.Use internal resources, such as Smartsheet, Salesforce, and Microsoft Office, to generate and organize reports.Participate in national and regional projects that would directly impact the local team and office as needed.Support Sales Training Program and Summer Internship and provide training as needed.Additional tasks as needed.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

High school diploma or equivalentProficient Knowledge of Microsoft Office, including Word, Excel and PowerPointKnowledge and familiarity using CRM systemsProficiency with training, learning and development.  This position is responsible for onboarding new sales teams hires and training on all sales tools/resources.Strong marketing experience.Strong experience in sales support.Strong ability to multitask and pivot; adaptable, flexible and able to handle multiple projects/assignments at the same time.Strong analytical skills, including critical thinking, data analysis, and research.Big picture thinker who sees the whole value chain of the customer experience.Strong verbal and written communication and presentation skillsAbility to collaborate cross-functionally.Comfortable with dashboards and reportsVery fast learner and someone who is technologically savvy.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunitiesCompetitive compensationEntrepreneurial leadershipUnmatched, scalable resourcesCommitted to core valuesInclusive culture

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://twitter.com/Marsh_MMA  https://www.linkedin.com/company/marsh-mclennan-agency/

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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