Sales Operations Specialist

Location: Hybrid role based in Oak Brook or Schaumburg, Illinois; Bloomington, Minnesota; or St. Louis, Missouri, United States.

Salary: $50,000–$57,000 per year, with potential monthly incentive bonus, commissions, and an equity program.

Company

hirify.global is a large insurance brokerage and consulting firm with approximately $3 billion in revenue, more than 10,500 associates, and around 200 offices nationwide.

What you will do

• Support Employee Benefits and Property & Casualty sales management teams.
• Coordinate sales meetings and prepare reports covering new and lost business, cross-sell activity, referrals, risk assessments, and stewardship.
• Train newly hired or acquired sales associates on Microsoft Dynamics CRM and complete quality opportunity assignments.
• Maintain CRM data by merging duplicate records, reassigning opportunities, processing data requests, and verifying opportunity stages and wins.
• Serve as the Microsoft Dynamics CRM subject matter expert, providing updates on procedures, workflows, advancement, and lead management.
• Research existing and prospective clients, prepare presentations and sales materials, and support office marketing strategies, seminars, and webinars.

Requirements

• 1–3 years of experience in sales support, administrative support, or a related field.
• Experience with Microsoft Dynamics CRM or another CRM system is preferred.
• Working knowledge of Microsoft Office, including PowerPoint, Excel, and Outlook.
• Strong verbal and written communication, presentation, organizational, and attention-to-detail skills.
• Ability to manage multiple priorities, meet firm deadlines, work independently, and adapt to immediate sales and management needs.
• A bachelor’s degree and administrative or insurance experience are preferred.

Culture & Benefits

• Employee development programs, reward and recognition initiatives, and the Summit Awards program.
• Medical, dental, vision, wellness, life insurance, disability, flexible spending, and health savings account benefits.
• 401(k), paid time off, paid family leave, and paid holidays.
• Wellness programs, college scholarships for associates’ children, and financial assistance programs.
• Diversity, inclusion, community engagement, and environmental sustainability initiatives.