Lead Sales Operations Specialist - IntelliScript (Remote)

Who We Are Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics, and business transformation. Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG’s) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site () to learn more about Milliman’s commitments to our people, inclusion, and sustainability. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. What We DoMilliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for a broad spectrum of insurance, health IT and life sciences clients. We are a business unit within Milliman, Inc., a respected consultancy with offices around the world.IntelliScript attracts top candidates with its innovative, collaborative, and entrepreneurial atmosphere focused on excellence, outstanding customer service, balance, and transparency. Everyone’s opinion counts here, and we motivate each other to explore our full and varied potential. Our steady growth means there are ongoing opportunities for you to expand your skills, take on new responsibilities, and advance in your career.Our team is smart, down-to-earth, and ready to listen to your best ideas. We reward excellence and offer competitive compensation and benefits. Visit our LinkedIn page for a closer look at our company, and learn more about our cultural values here.Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our website to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact, and sustainability.What this position entailsThe Lead Sales Operations Specialist is a hands-on member of IntelliScript’s Sales and Marketing team who will help ensure the sales organization has the processes, tools, data, and insights needed to operate effectively and support business growth. Working closely with Sales leadership, Account Executives, Client Relationship Management, Marketing, Finance, and other internal teams, this role will manage and improve day-to-day operations that accelerate revenue growth, drive efficient and effective go to market execution, and measurable client, partner, and prospect engagement.The Lead Sales Operations Specialist will support and optimize sales and marketing processes, proposal and RFP activities, CRM and prospect data management, go to market reporting (marketing, sales, alliances, retention & growth), performance and pipeline analytics, and workflow management. This role will also identify opportunities to improve processes, implement and leverage technology, establish operational standards, and develop solutions that increase efficiency, productivity, and consistency across the go to market functions.The ideal candidate is highly organized, analytical, and comfortable rolling up their sleeves to get things done. This role is for someone who enjoys working with data, solving problems, improving processes, building consensus across stakeholders, and turning information into actionable insights. The Lead Sales Operations Specialist will be expected to manage multiple priorities, proactively identify opportunities for improvement, and independently take projects from concept through execution while maintaining a high level of accuracy and quality.What you will be doingManage and optimize both day-to-day and long-range sales operations processes and strategySupport proposal and RFP activities, including coordination, data gathering, and timelinesMaintain and improve CRM and prospect dataBuild and maintain sales reports, dashboards, and performance analyticsAnalyze go to market data and translate findings into actionable insightsIdentify opportunities to streamline workflows and improve operational efficiencyIdentify and implement automation and integration opportunities to reduce manual work and improve accuracyEstablish and maintain transparent sales operations standards, processes, and quality controls.Partner with Sales, Marketing, Finance, Client Relationship Management, and other teams on cross-functional initiativesLead projects from concept through execution and ensure deliverables are completed accurately and on timeSupport leadership with reporting, analysis, and insights to inform business decisionsWhat we needBachelor’s degree in any field7+ years of experience in sales operations, sales analytics, business operations, finance, or a related analytical fieldStrong analytical and problem-solving skills, with the ability to translate data into actionable insightsExperience working with CRM systems with a focus on enterprise B2B SaaS; Salesforce experience; and adjacent integrationsStrong attention to detail and commitment to data accuracyDemonstrated ability to manage multiple projects and priorities in a matrixed environmentAbility to handle confidential and sensitive information, preferably in regulated industries such as information subject to HIPAA, FCRA and other regulatory environmentsWhat you bring to the table Highly organized and detail-oriented, with the ability to manage multiple priorities, projects, and timelines while maintaining a high level of accuracy and qualityProactive, self-motivated, and outcome-oriented, with the ability to identify challenges, take ownership, and work collaboratively to drive issues through resolutionStrong analytical and business acumen, with the ability to analyze sales, marketing and financial data to identify trends and insights, and clearly communicate findings and recommendations to internal stakeholders and leadershipResults-oriented with the ability to connect data, analysis, and insights to business objectives and sales outcomesComfortable working within established processes while proactively identifying opportunities to streamline workflows, improve efficiency, and strengthen sales operationsAble to work independently with minimal supervision while collaborating effectively across Sales, Marketing, Finance, Client Relationship Management, and other cross-functional teamsExcellent written and verbal communication skills, with the ability to communicate complex information clearly and effectively with colleagues, leadership, clients, and prospectsComfortable working directly with clients and prospects to understand their needs, explain processes or system capabilities, and provide appropriate technical or operational guidanceAdaptable, resilient and a curiosity for continuous learning, with the ability to quickly understand and apply new technologies, systems, tools, and techniquesThrives in a collaborative, fast-paced environment where initiative, accountability, sound judgment, and a strong work ethic are valuedWish listExperience in an enterprise B2B or SaaS environment is a plusExperience in regulated industriesLocation The expected application deadline for this job is January 31, 2027. This position is open to remote work anywhere in the US. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events.The overall salary range for this role is $78,800 to $177,675.For candidates residing in:Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia:$90,620 - $145,130 if overall experience is less than 10 years; and$107,755 - $177,675 for experience greater than 10 years.All other states:$78,800 - $126,200 if overall experience is less than 10 years; and$93,700 - $154,500 for experience greater than 10 years.A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.Milliman BenefitsWe offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include:Medical, Dental and Vision – Coverage for employees, dependents, and domestic partnersEmployee Assistance Program (EAP) – Confidential support for personal and work-related challenges401(k) Plan – Includes a company matching program and profit-sharing contributionsDiscretionary Bonus Program – Recognizing employee contributionsFlexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expensesPaid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basisHolidays – A minimum of 10 paid holidays per yearFamily Building Benefits – Includes adoption and fertility assistancePaid Parental Leave – Up to 11 weeks of paid leave for employees who meet eligibility criteriaLife Insurance & AD&D – 100% of premiums covered by MillimanShort-Term and Long-Term Disability – Fully paid by Milliman#IntelliScript #LI-REMOTE #LI-LA1Equal OpportunityAll qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. Job SummaryRequisition Number: LEADS010657Job Category: SalesSchedule: Full-Time