Sales Operations Analyst, SmartConnect

Overview

The Sales Operations Analyst, SmartConnect is a high-impact, proactive analytics role designed to power SmartConnect's multi-channel growth engine. Sitting at the strategic intersection of B2B partnership acquisition, marketing operations, and B2C sales execution, this role turns complex datasets into actionable insights, automated workflows, and scalable reporting infrastructure.

SmartConnect operates across two primary B2B distribution models

• Traditional Broker-to-Employer Channels: Guiding Medicare-eligible employees through retirement healthcare transitions.
• Strategic Referral Partnerships: Partnering with Financial Advisors, TPAs, ICHRA platforms, Health Systems, and Member Benefit platforms to capture high-margin, institutional lead volume.

The Sales Operations Analyst will build, maintain, and automate end-to-end reporting frameworks across both distribution channels. By tracking lead lifecycles from initial partner engagement through B2C agent consultation and policy placement, this role equips Sales Operations, Marketing, Account Management, and Executive Leadership with real-time visibility and predictive analytics to drive scalable growth.

Reports to

• Direct Report: Vice President of Operations, SmartConnect
• Key Collaborators: SmartConnect Executive Leadership, Account Executives (AEs), Account Managers (AMs), B2B & B2C Marketing Teams, Sales Managers, and Shared Enterprise Data, Product, & Engineering Teams.

Essential Duties

The essential duties and responsibilities for this position include, but are not limited to:

• Dual-Channel B2B Analytics (Brokers, Employers & Strategic Partners)
• Partner Performance Tracking: Build and manage cross-channel dashboards evaluating partner activation, lead generation velocity, and policy yields across both Broker/Employer relationships and Strategic Referral Verticals (Financial Advisors, ICHRAs, TPAs, Health Systems).
• AE & AM Pipeline Enablement: Develop automated Partner Health Scorecards and TAM (Total Addressable Market) penetration models to help AEs and AMs prioritize high-potential accounts, identify dormant channels, and improve retention.
• Contract & Onboarding Metrics: Analyze partner onboarding timelines and contract stage progression to identify operational friction points and accelerate time-to-market.
• B2C Sales Operations & Agent Performance Insights
• Sales Funnel & Conversion Optimization: Monitor B2C pipeline health, contact rates, consultation outcomes, and final policy placement metrics across Medicare Advantage (MA) and Medicare Supplement (MS) products.
• Agent Productivity Automation: Create real-time sales performance dashboards tracking green-time utilization, call-popping efficiency, close rates, and agent-level conversion trends to empower Sales Managers with proactive coaching insights.
• Capacity & Routing Analytics: Evaluate lead-routing logic, green-time schedules, and PTO coverage rerouting to eliminate missed appointments and ensure maximum agent capacity.
• B2B & B2C Marketing Analytics
• Campaign & Channel Attribution: Partner with Marketing to track multi-touch attribution, evaluating ROI across paid search, B2B webinars, email drip campaigns, and co-branded partner landing pages.
• Lifecycle & Nurture Analytics: Analyze pre-sale, mid-funnel, and post-webinar B2C lead nurture sequences in Salesforce Marketing Cloud to identify drop-off points and optimize lead re-engagement.
• Growth Marketing Support: Provide data-backed recommendations for B2B target account marketing (TAM expansion), helping scale total employee reach.
• Automation, Data Hygiene & Process Scalability
• Scalable Data Infrastructure: Replace manual account reporting with automated, self-service dashboards in Power BI/Tableau and Salesforce, creating a single source of truth across systems.
• Data Auditing & Scrubbing: Lead data hygiene initiatives across CRMs, SFTP feeds, and partner intake forms to maintain pristine records, accurate employee census uploads, and seamless data ingestion.
• Strategic Forecasting & Executive Reporting
• Volume & Seasonality Modeling: Conduct predictive modeling to forecast lead volumes, non-peak vs. AEP demand trends, and policy production targets across all strategic verticals.
• Executive Deliverables: Translate complex analytical findings into executive-level summaries, visual decks, and strategic recommendations for the SVP/GM, VP of Operations, and SLT review.
• Process Bottleneck Resolution: Proactively audit hand-offs between Marketing, B2B Account Management, and B2C Sales, implementing data-driven process improvements that scale efficiently.

The SVG behaviors are listed below

• Be Aware (Emotional Intelligence)
• Be Open & Honest (Communication)
• Be a Team Player (Teamwork and Collaboration)
• Be Accomplished (Drive for Results)
• Be the Example (Develop Self & Empower People)
• Be Forward Thinking (Strategic Thinking)
• Be a Problem Solver (Continuous Improvement)

Qualifications & Requirements

Education/Experience

• Bachelor's degree in Data Analytics, Statistics, Business Intelligence, Finance, or a related quantitative field required.
• 3+ years of experience in data analysis, sales operations, or business intelligence, preferably within B2B2C, insurance, health benefits, or lead generation environments.
• Proven experience building reports and dashboards in Salesforce and BI tools (Power BI, Tableau, etc.).
• High proficiency in SQL for querying complex datasets; familiarity with cloud data warehouses (Snowflake) is strongly preferred.

Skills/Specialties

• Sales & Funnel Analytics: Expertise in mapping lead flows, conversion funnels, agent performance, and campaign ROI.
• Data Visualization: Ability to translate complex data into clean, digestible visual dashboards for executive leadership.
• CRM Advanced expertise in Salesforce (Reports, Dashboards, Custom Objects) and Power BI / Tableau.
• Problem Solving: Proactive mindset with a strong ability to identify operational bottlenecks and recommend data-driven solutions.
• Collaboration: Strong communication skills to work cross-functionally with Sales, Account Management, and IT/Analytics teams

Certifications/ Licenses

• Salesforce Certified Administrator or Salesforce Business Analyst(Preferred).
• Microsoft Certified: Power BI Data Analyst Associate or Tableau Desktop Specialist (Preferred).

Additional Information

• Competitive compensation Medical, Dental and Vision benefits after a short waiting period
• 401k matching program
• Generous paid time off program with an additional company break during the holidays
• Annual Volunteer Time Off (VTO) and a donation matching program
• Life Insurance Employee Assistance Program (health & well-being on and off the job) Rewards and Recognition
• Maternity and Parental Leave Training program and ongoing support throughout your entire Spring Venture Group career
• Diverse, inclusive & welcoming culture
• Optional enrollment options include HSA/FSA, AD&D, Spousal/Dependent life insurance, Short Term/Long Term Disability, Travel Assist, and Legal plans