Sales Operations Manager

Generous PTO plans, sick pay and health benefits Annual bonus based on employment standing* Work from home and hybrid model employment Corporate Social Responsibility Program Diversity, Equity and Inclusion Initiatives Confie Hub and Discount Programs (Gym Membership) Purpose Own the creation, sustainment, evaluation, and optimization of retail-focused sales and sales management tools, processes, and resources that increase conversion, shorten ramp, and improve customer experience while reducing costs and increasing revenue Establish and maintain strong partnerships with sales employees at all levels of the organization Collaborate with Sales Leadership to assess sales performance, evaluate processes, and support real-time business needs Partner with Confie support teams and key stakeholders to achieve project and organizational objectives Support Confie Retail by implementing, sustaining, evaluating, and optimizing the sales funnel; sales and servicing processes and skills; pre-underwriting; and frontline operational practices Manage and participate in retail-focused projects of varying scope, exercising independent judgment in process-related decisions Create, deliver, and maintain process documentation, standard operating procedures, and training resources to support frontline execution Support the design, implementation, and optimization of differentiating sales and sales management tools Evaluate and sustain the use of sales tools and resources to ensure continued organizational impact and alignment with evolving business needs Participate in retail frontline selling/management activities and job shadowing to inform, evaluate, and optimize processes Conduct regular sales observations over the phone and in-person to identify opportunities for improved performance and execution Establish and track project outcomes, KPIs, ROI, program budgets, and personal performance goals Document, track, and manage project milestones and deliverables for all participating stakeholders Lead or support department-specific and enterprise-wide responsibilities, programs, and key initiatives Make autonomous, data-driven decisions to optimize revenue opportunities and reduce operational expenses Communicate effectively and professionally across multiple channels, including email, chat, in-person meetings, and phone Qualifications and Education Requirements 5 years of retail sales experience or related insurance industry experience Demonstrated project management competence or≥ 2 years in a project management role Proficiency in Microsoft Office Suite professional products Strong communication (written and spoken English) and change management skills; able to influence without authority Exceptional organizational and time management skills Comfortable conducting over the phone and/or field observations and translating findings into SOPs and training Preferred Skills Insurance (P&C, personal lines, non-standard auto) or multi-location retail experience Bachelor's or Master's degree with a business orientation Conversational written and spoken Spanish Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice Notice As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at View email address on click.appcast.io Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr