Sales Operations Assistant

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Sales Operations Assistant at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

This position will be based out of our Fort Lauderdale office.

The Sales Operations Assistant will support and empower the sales team to reach the region’s objectives through the delivery of quality resources and training. This role will collaborate with Marketing and other departmental teams to ensure sales team members have the knowledge, skills, and tools to accelerate sales pipelines and achieve company goals. The Sales Operations Assistant will leverage sales/marketing analytics to optimize training, coaching and campaigns, improve overall sales performance and the success of sales operations.

As our Sales Operations Assistant on the Business Insurance team, you’ll

• Support the regional production team with Salesforce data management to ensure accuracy
• Responsible for Salesforce training and content sharing for sales team members. Stay current on system updates provided by corporate.
• Provide technical training on various regional sales tools and resources as needed
• Manage record uploads/transfers within Salesforce, such as book of business and prospect re-assignments.
• Support regional sales team in troubleshooting Salesforce processes to determine root causes of error as needed.
• Coordinate and provide technical support for sales meetings, including preparation of presentation materials
• Support the regional production team in prospect research with the use of internal resources as needed
• Serve as a liaison between brand/product marketing and sales to ensure alignment.
• Support the Marketing team process by leveraging Salesforce and integrated tools.
• Conduct Pardot lead generation and implementation with the marketing and sales support teams.
• Maintain Client and Prospect data in marketing & sales database such as contacts, company information, survey participation, and notes.
• Promote participation in national trainings and other sales initiatives
• Ensure regional sales team members are participating in national/regional training initiatives
• Work with Sales Operations Lead and Marketing to identify collaborative team wins and develop regional communications
• Use internal resources, such as Smartsheet, Salesforce, and Microsoft Office, to generate and organize reports
• Conduct regular review of LinkedIn profiles of the Sales team in order to leverage relationships in sales efforts. Support Brand building efforts of each Sales team member through social media strategy development. Leverage information to enrich marketing & sales database, evaluating/scrubbing new or inactive organizations for inclusion in marketing efforts.
• Fully knowledgeable in the company’s sales methodology and process
• Participate in National and regional projects that would directly impact the local team and office as needed
• Support Beta and Alpha Programs and provide training as needed
• Additional tasks as needed

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• High school diploma or equivalent
• Minimum 3+ years’ experience in a business-to-business sales organization
• Proficient Knowledge of Microsoft Office, including Word, Excel and PowerPoint
• Strong analytical skills, including critical thinking, data analysis, and research
• Big picture thinker, sees the whole value chain of the customer experience
• Strong verbal and written communication and presentation skills
• Ability to collaborate cross-functionally

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree or higher
• Experience with Salesforce

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture