Sales Operations Specialist – Remote

last updated January 31, 2026 5:40 UTC

Bankers Healthcare Group

HQ: On-site

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Who You Are
You are a motivated and detail-oriented professional who thrives on keeping things organized and moving forward. You’re passionate about supporting a high-performing sales team by staying on top of tasks, timelines, and follow-ups. You’re comfortable juggling multiple priorities, completing tasks timely and accurately, and pivoting to new requests when priorities shift. You bring focus, resilience, and a strong sense of ownership to your work—and you enjoy being part of a fast-paced team.
What You’ll Do

    • Ensure the approval routing for commercial and consumer lead assignments is executed with minimum errors
    • Ensure that cold lead assignment count is following the strategy presented by the Sales Ops and Enablement manager
    • Collaborate with members inside the group on additional approval routing as needed. Ex: Monthly distro reset, kickbacks, email assignments and reassignments.
    • Assist as necessary on distribution updates based on capacity and closing PTO.
    • Navigate Salesforce CRM for routing, data integrity and reporting
What You’ll Need

    • Unique skill set: Task management, time allocation and efficient communication.
    • Continues education: Industry knowledge, product updates, client communication, soft skills
    • Foster Collaboration Between Sales and Sales Ops: open communication and data sharing
    • Associate degree/ Bachelor Degree preferred or related work experience
    • 2+ years of experience in a deadline driven role
    • Critical thinking and exceptional communication skills
    • Ability to work independently in a fast-paced environment
    • Ability to navigate through various software systems
    • Comfortable using Microsoft Office tools like Excel, Outlook, and Word
    • Intermediate knowledge in Excel; V-lookups, Pivots Tables
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