What this position entails

The Lead Sales Operations Specialist is a hands-on member of IntelliScript's Sales and Marketing team who will help ensure the sales organization has the processes, tools, data, and insights needed to operate effectively and support business growth. Working closely with Sales leadership, Account Executives, Client Relationship Management, Marketing, Finance, and other internal teams, this role will manage and improve day-to-day operations that accelerate revenue growth, drive efficient and effective go to market execution, and measurable client, partner, and prospect engagement.

The Lead Sales Operations Specialist will support and optimize sales and marketing processes, proposal and RFP activities, CRM and prospect data management, go to market reporting (marketing, sales, alliances, retention & growth), performance and pipeline analytics, and workflow management. This role will also identify opportunities to improve processes, implement and leverage technology, establish operational standards, and develop solutions that increase efficiency, productivity, and consistency across the go to market functions.

The ideal candidate is highly organized, analytical, and comfortable rolling up their sleeves to get things done. This role is for someone who enjoys working with data, solving problems, improving processes, building consensus across stakeholders, and turning information into actionable insights. The Lead Sales Operations Specialist will be expected to manage multiple priorities, proactively identify opportunities for improvement, and independently take projects from concept through execution while maintaining a high level of accuracy and quality.

What you will be doing

• Manage and optimize both day-to-day and long-range sales operations processes and strategy
• Support proposal and RFP activities, including coordination, data gathering, and timelines
• Maintain and improve CRM and prospect data
• Build and maintain sales reports, dashboards, and performance analytics
• Analyze go to market data and translate findings into actionable insights
• Identify opportunities to streamline workflows and improve operational efficiency
• Identify and implement automation and integration opportunities to reduce manual work and improve accuracy
• Establish and maintain transparent sales operations standards, processes, and quality controls.
• Partner with Sales, Marketing, Finance, Client Relationship Management, and other teams on cross-functional initiatives
• Lead projects from concept through execution and ensure deliverables are completed accurately and on time
• Support leadership with reporting, analysis, and insights to inform business decisions

What we need

• Bachelor's degree in any field
• 7+ years of experience in sales operations, sales analytics, business operations, finance, or a related analytical field
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
• Experience working with CRM systems with a focus on enterprise B2B SaaS; Salesforce experience; and adjacent integrations
• Strong attention to detail and commitment to data accuracy
• Demonstrated ability to manage multiple projects and priorities in a matrixed environment
• Ability to handle confidential and sensitive information, preferably in regulated industries such as information subject to HIPAA, FCRA and other regulatory environments

What you bring to the table

• Highly organized and detail-oriented, with the ability to manage multiple priorities, projects, and timelines while maintaining a high level of accuracy and quality
• Proactive, self-motivated, and outcome-oriented, with the ability to identify challenges, take ownership, and work collaboratively to drive issues through resolution
• Strong analytical and business acumen, with the ability to analyze sales, marketing and financial data to identify trends and insights, and clearly communicate findings and recommendations to internal stakeholders and leadership
• Results-oriented with the ability to connect data, analysis, and insights to business objectives and sales outcomes
• Comfortable working within established processes while proactively identifying opportunities to streamline workflows, improve efficiency, and strengthen sales operations
• Able to work independently with minimal supervision while collaborating effectively across Sales, Marketing, Finance, Client Relationship Management, and other cross-functional teams
• Excellent written and verbal communication skills, with the ability to communicate complex information clearly and effectively with colleagues, leadership, clients, and prospects
• Comfortable working directly with clients and prospects to understand their needs, explain processes or system capabilities, and provide appropriate technical or operational guidance
• Adaptable, resilient and a curiosity for continuous learning, with the ability to quickly understand and apply new technologies, systems, tools, and techniques
• Thrives in a collaborative, fast-paced environment where initiative, accountability, sound judgment, and a strong work ethic are valued

Wish list

• Experience in an enterprise B2B or SaaS environment is a plus
• Experience in regulated industries

Location

The expected application deadline for this job is January 31, 2027. This position is open to remote work anywhere in the US. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events.

The overall salary range for this role is $78,800 to $177,675.

For candidates residing in:

• Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia:

• • $90,620 - $145,130 if overall experience is less than 10 years; and
  • $107,755 - $177,675 for experience greater than 10 years.

• All other states:

• • $78,800 - $126,200 if overall experience is less than 10 years; and
  • $93,700 - $154,500 for experience greater than 10 years.

A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Milliman Benefits

We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include:

• Medical, Dental and Vision - Coverage for employees, dependents, and domestic partners
• Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges
• 401(k) Plan - Includes a company matching program and profit-sharing contributions
• Discretionary Bonus Program - Recognizing employee contributions
• Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible medical expenses
• Paid Time Off (PTO) - Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
• Holidays - A minimum of 10 paid holidays per year
• Family Building Benefits - Includes adoption and fertility assistance
• Paid Parental Leave - Up to 11 weeks of paid leave for employees who meet eligibility criteria
• Life Insurance & AD&D - 100% of premiums covered by Milliman
• Short-Term and Long-Term Disability - Fully paid by Milliman

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