Health Insurance Sales Operations Analyst (AI)

Location: Scottsdale, AZ; Denver, CO; San Francisco, CA; or New York, NY. Hybrid work requires approximately 2–3 days per week in the office for employees based in these office locations.

Salary: $104,490–$128,000 per year in Denver and Scottsdale; $127,430–$155,000 per year in San Francisco and New York.

Company

hirify.global provides payroll, health insurance, 401(k), and HR products for more than 500,000 small businesses.

What you will do

• Build and maintain sales performance reports, dashboards, funnel metrics, pipeline health reporting, SLA tracking, and forecasting models.
• Develop AI and automation solutions such as content generation, analytics copilots, call coaching, and workflow automation.
• Improve sales processes by identifying bottlenecks, documenting workflows, creating playbooks, and driving adoption of new tools.
• Manage account and territory administration, lead routing, account reassignment, segment reclassification, quota planning, and sales-compensation reconciliation.
• Investigate reporting issues, CRM data gaps, broken workflows, and pipeline visibility problems.
• Partner with Sales Leadership, RevOps, Finance, BizTech, Product, Marketing, Analytics, and Enablement to translate sales challenges into durable solutions.

Requirements

• 5+ years of experience in Sales Operations, RevOps, or a similar analytical go-to-market role.
• Strong Salesforce proficiency, including account ownership, routing, pipeline audits, reports, and dashboards.
• Experience with SQL, Tableau or Looker, and Excel or Google Sheets.
• Hands-on experience with forecasting, pipeline management, territory planning, or quota planning.
• Ability to evaluate AI and automation tools, prototype workflows, solve ambiguous problems, and maintain data quality.
• Excellent written and verbal communication, organization, and cross-functional collaboration skills.

Nice to have

• Experience in payroll, HR technology, SMB SaaS, health insurance, benefits, or another regulated sales segment.
• Experience designing AI workflows, automation, or systems for evolving sales motions.

Culture & Benefits

• Full-time employees receive base pay, benefits, and RSU equity.
• Work with a sales operations team focused on curiosity, open communication, operational clarity, and scalable systems.
• Office-based employees work in designated offices approximately 2–3 days per week or more depending on the role.
• A secure, reliable, and consistent internet connection is required when working outside a hirify.global office.