Sales Operations Advisor - Hybrid in Cypress, CA

Posted 2 Days Ago
Be an Early Applicant
Cypress, CA, USA
Hybrid
20-36 Hourly
Junior
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Role
Provide daily operational support to sales producers by minimizing administrative work, analyzing and reporting sales data, managing sales meeting logistics, troubleshooting order processing and producer requests, supporting onboarding and training, and completing special projects. Acts as a resource for the team and works independently on moderately complex tasks. Hybrid role based in Cypress, CA, with requirement to obtain a state life/health insurance license.
Summary Generated by Built In
Requisition Number: 2362949
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable, and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
Jobs that support new business sales efforts or account management but are not ultimately responsible for the results. Jobs that manage these employees should also fall under this category. Jobs in this family are typically not in sales bands.
Responsible for the daily support of the sales function to minimize the administrative work of producers. Responsibilities include analyzing and reporting sales data, communicating changes to sales plans, providing knowledge about customers and competitors, communicating pricing data, and managing the operational logistics of sales meetings and activities. Works closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales recruiting, goal setting, training and onboarding, troubleshooting order processing issues and producer requests, and sales-related information systems and procedures.
This position is full-time. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours. It may be necessary, given the business need, to work occasional overtime. Our office is located at 5701 Katella Ave Cypress, CA 90630.
This position follows a hybrid schedule with three in-office days per week.
If you live near Cypress, CA, you will enjoy the flexibility of a hybrid-remote role as you take on some tough challenges.
Primary Responsibilities:
  • Work is frequently completed without established procedures
  • May act as a resource for others
  • May coordinate other activities
  • Works independently
  • Printing out kits
  • Pulling summaries
  • Pulling any kind of out-of-state material a group would require
  • They are the backbone for the service department
  • They may even be doing special projects for the team

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
  • High School Diploma/GED
  • 1+ years of customer service experience
  • Ability to obtain a state life/health insurance license within 6 months of employment, UHG will take care of cost
  • Intermediate level of proficiency with Microsoft Excel (creating spreadsheets and formulas), Microsoft Word (creating documents) and Microsoft Outlook (drafting emails, calendar management)
  • Ability to work onsite at 5701 Katella Ave Cypress, CA in a hybrid capacity
  • Access to reliable transportation and valid US driver's license

Soft Skills:
  • Organizational Skills
  • Strong Team Player
  • Demonstrate ability to be a self-starter
  • Demonstrate ability to be collaborative with sales team and distribution partners
  • Anticipates problems and develops contingency plans
  • Ability to prioritize and complete assigned tasks with limited direction and supervision
  • Strong communication skills (written and verbal)
  • Excellent planning and organizational skills
  • Applies knowledge/skills to a range of moderately complex activities
  • Demonstrates great depth of knowledge/skills in own function
  • Sometimes acts as a technical resource to others in own function
  • Proactively identifies solutions to non-standard requests
  • Solves moderately complex problems on own
  • Works with team to solve complex problems
  • Plans, prioritizes, organizes and completes work to meet established objectives
  • May coordinate work of other team members

*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $20.38 to $36.44 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
#RPO #YELLOW
#BI-Hybrid

Skills Required

  • High School Diploma or GED
  • 1+ years of customer service experience
  • Ability to obtain a state life/health insurance license within 6 months (employer will cover cost)
  • Intermediate proficiency with Microsoft Excel (creating spreadsheets and formulas)
  • Intermediate proficiency with Microsoft Word
  • Intermediate proficiency with Microsoft Outlook (email and calendar management)
  • Flexibility to work any 8-hour shift during normal business hours and occasional overtime
  • Ability to work onsite in a hybrid capacity at 5701 Katella Ave, Cypress, CA (three in-office days per week)
  • Access to reliable transportation and a valid U.S. driver's license
  • Pass a pre-employment drug test

What the Team is Saying

Optum Compensation & Benefits Highlights

  • Healthcare Strength Health coverage offers copay and HSA medical options with dental, vision, company‑paid life and disability, and free or low‑cost virtual visits. Feedback suggests the offering is comprehensive and competitive on paper.
  • Parental & Family Support Time off and family supports include PTO, eight paid holidays plus a floating day, six weeks paid parental leave, up to two weeks paid caregiver leave, Bright Horizons back‑up care, and adoption assistance up to $10,000. Feedback suggests these resources are meaningful for caregivers and family needs.
  • Retirement Support Savings programs include a 401(k) with employer match (after one year, vesting after two) and a 10%‑discount Employee Stock Purchase Plan. These programs bolster long‑term financial security when combined with other savings resources.

Optum Insights

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The Company
HQ: Eden Prairie, MN
160,000 Employees
Year Founded: 2011

What We Do

Optum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.

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Optum Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.

Typical time on-site: Not Specified
HQEden Prairie, MN
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