Sales Operations Lead

The Sales Operations Lead will work across Integrate®, and consulting teams to connect sales priorities with the appropriate subject-matter experts and delivery resources. The role requires strong commercial judgment, attention to detail, and the ability to coordinate senior stakeholders without formal authority. The successful candidate will bring structure to complex sales activity, maintain accurate and actionable information, and ensure opportunities progress with clear ownership, next steps, timelines, and expected value. 

You will: 

• Maintain the strategic account list, account plans, and account maps across relevant client functions and decision-makers.  
• Partner with the Senior Sales Director to apply consistent opportunity-stage criteria and maintain supporting documentation.  
• Ensure each sales opportunity has a clearly identified owner, next step, target date, expected value, and documented status.  
• Organize and facilitate weekly pipeline reviews, pursuit-planning sessions, monthly account reviews, and quarterly business reviews.  
• Manage the proposal and request-for-proposal workflow, including timelines, stakeholder coordination, version control, approvals, and submission deadlines.  
• Prepare pipeline forecasts, sales reporting, dashboards, and win-loss analyses for the Senior Sales Director and practice leadership.  
• Track committed capacity across topic owners, account owners, technical specialists, and other contributors supporting commercial activities.  
• Monitor and report relationship coverage, client-contact cadence, account activity, and pipeline progress.  
• Identify gaps, risks, and stalled opportunities and work with account and opportunity owners to establish appropriate follow-up actions.  
• Organize and maintain proposal materials, account information, sales documentation, and other commercial resources in an organized and accessible format.  
• Support continuous improvement of sales processes, reporting standards, tools, and operating practices.  
• Provide client, market, and competitive insights to support account planning and commercial decision making. 

Job Knowledge and Experience Required

• Bachelor’s degree in business, finance, marketing, operations, or a related field, or equivalent professional experience, with 5+ years of experience in enterprise sales, commercial, revenue, or business development operations.
• Demonstrated experience supporting complex, multi-stakeholder enterprise sales processes, including strategic account planning, opportunity management, pipeline management, forecasting, and sales reporting.
• Experience coordinating proposals and RFPs, managing multiple contributors, timelines, approvals, and deadlines in a complex sales environment.
• Strong analytical, organizational, and project management skills, with the ability to translate commercial priorities and sales data into clear ownership, actions, timelines, forecasts, and executive-level reporting.
• Proven ability to influence and coordinate senior stakeholders without formal authority, build effective cross-functional relationships, and communicate clearly across sales, consulting, product, technology, and leadership teams.
• High level of commercial judgment, accuracy, initiative, and adaptability; proficiency with Microsoft Office and sales/CRM tools. Experience in enterprise software, technology, consulting, insurance, financial services, or professional services is preferred; actuarial or insurance industry experience is a plus.