Marsh McLennan

Sales Operations Specialist

Marsh McLennan$59K — $111K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong proficiency with Salesforce and Microsoft Office Suite
  • 3-5 years experience in a professional sales support role
  • Ability to autonomously resolve problems and make administrative decisions
  • Strong presentation skills for conveying results clearly in writing and speech
  • Excellent time management skills for multitasking under pressure
  • Enthusiastic about sales administration and reporting
  • Exceptional communication skills for interacting with clients and colleagues

Responsibilities

  • Become the subject matter expert in sales administration and technology tools
  • Manage administration of Salesforce CRM ensuring data quality and integrity
  • Ensure high utilization of sales tech platforms throughout the sales cycle
  • Track and audit producer activity in Salesforce accounts
  • Analyze and assist with Engage platform reports for producers
  • Research market and client information for sales support
  • Prepare monthly forecasts and pipeline reports for the sales team
  • Develop and recommend improvements for sales reporting tools

Benefits

  • Health and welfare benefits
  • Tuition assistance opportunities
  • 401K savings and retirement programs
  • Employee assistance programs
Full Job Description
A day in the life.

As the Sales Operations Specialist, you will be the person who brings new innovative ideas to our sales operations team and watches those ideas grow. You will use your strong technical skills as well as your interpersonal and relationship building skills to partner with our sales, service, and leadership colleagues as well as clients and carriers. You will manage all technical support and administrative functions essential to MMA's sales productivity efforts.
  • Become the subject matter expert and resource for our sales force and regional leadership in sales administration and in navigating MMA's value propositions and technology tools.
  • Lead the overall administration of Salesforce CRM platform, including ensuring data quality, data migrations and maintaining overall day to day data integrity.
  • Partner with sales team to ensure high utilization of sales technology platforms during all stages of the sales cycle, including but not limited to Zywave/miEdge, ZoomInfo, Engage, Salesforce, LinkedIn Sales Navigator, Seismic, Riva and others.
  • Track and audit Salesforce accounts for producer activity.
  • Analyze Producer usage of Engage platform within Salesforce. Assist Producers with Engage reports and alerts.
  • Research various markets as well as potential and existing client information.
  • Assist with the preparation of monthly new business forecast and pipeline reports.
  • Develop and distribute accurate reports and data essential to the sales organization, recommend improvements to existing reports and assist in the development of new reporting tools.
  • Participate on any regional and/or national calls relevant to the enhancement of the sales technology platforms.
  • Participate in monthly Regional Sales Meeting as needed.


Our future colleague.

We'd love to meet you if your professional track record includes these skills:
  • Strong proficiency with Salesforce as well as Microsoft Office Suite.
  • 3-5 years of experience in a professional sales support role.
  • Demonstrated ability to resolve problems and make administrative and procedural decisions on your own.
  • Strong ability to present results neatly, with clarity and precision, in both oral and written form.
  • Excellent time management skills, handling multiple tasks and deadlines simultaneously and adjusting priorities as needed.
  • Comfortable working in a very fast paced environment.
  • Enthusiasm for sales administration, reporting and tracking.
  • Exceptional ability to communicate with colleagues, leaders and clients.
  • Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.


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.

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/LifeatMMA
  • https://twitter.com/LifeatMMA
  • https://www.linkedin.com/company/marsh-mclennan-agency/


The applicable base salary range for this role is $59,700 to $111,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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