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Sales Operations Analyst

Company: Policygenius Inc.
Location: Raleigh
Posted on: January 16, 2022

Job Description:

About The Role

The Policygenius Life Strategy & Revenue Operations team is focused on building a world class operations organization within our expansive Life Insurance business, by working collaboratively across the company to improve our efficiency and effectiveness while creating a world-class experience for our customers.

As a Sales Operations Analyst, youll focus on supporting our rapidly-growing Sales organization with analyses that directly impact day-to-day decision-making. Youll work closely with Sales stakeholders to deliver data-driven solutions while also partnering with Strategy & Operations leadership to understand and implement improvements to key processes.

This role reports to the Associate of Strategy & Operations (Life).

In this role, you will

  • Partner with operations teams within the Life business (primarily Sales, but also Case Management and Customer Engagement) to develop, report, track and maintain key production metrics, enabling us to make data-driven decisions in real-time
  • Develop analytical insights about the Life organization that will help drive Policygeniuss rapid growth
  • Day to day management -
    • Monitoring key call center metrics, daily and over time
    • Understand Pgs systems and technical execution basics to make adjustments as needed to help teams hit goals
    • Develop and execute on a playbook for key metrics to trigger operational change and the associated actions to take, in collaboration with Strategy Revenue Operations (SRO)
    • Collaborate directly with Ops stakeholders to quickly identify issues and performance gaps, and make adjustments as needed
    • Reporting out on performance -
      • Work with SRO analytics team to define and create appropriate reporting tools on daily call center performance
      • Develop and execute on a protocol for reporting out on performance issues to relevant stakeholders
      • Report out regularly on call center and campaign performance, recommend strategic changes where appropriate
      • Planning and forecasting -
        • Create forecasts incorporating business goals to determine and demonstrate resources needed to meet goals
        • Forecast performance based on existing resources
        • Deliver agent shift scheduling forecasts and analysis to ops stakeholders
        • Additional projects -
          • Collaborate with SRO on call-related projects, as needed
          • Work closely with SRO to adjust reporting and day-to-day execution to align with changes to call center strategy
          • Serve as the expert and advise ops stakeholders and SRO teammates on capacity constraints during project planning for all major call center changes
            Wed love to hear from you if
            • You have a bachelors degree or equivalent in a technical field (e.g., computer science, engineering, statistics) plus 2+ years of relevant work experience in an operational or data analytics-related role
            • Youre highly detail-oriented, analytical, and comfortable diving deeply into data to solve problems and make decisions
            • Youre a strong verbal and written communicator
            • You can work in a fast paced environment, and adjust focus and workflow based on changing deadlines and needs
            • You have prior knowledge of Five9 dialer software (or similar telephony systems), and/or past experience with call center operations (not required, but highly preferred)
              You can expect...
              • Company-paid health, dental, vision, life & disability insurance
              • 401(k) plan, FSA & commuter benefits
              • Generous PTO
              • A flexible-first workplace, with the freedom to work in our beautiful offices or remotely as needed based on the needs of your role, team, and the business
              • The opportunity to grow alongside a company shaking up a big, old-fashioned industry, including training, mentorship and coaching from leadership
              • An inclusive community of fun, diverse, and open-minded coworkers committed to our mission of helping people get financial protection right
                About Policygenius

                Policygenius transforms the insurance journey for todays consumer, providing a one-stop platform where customers can compare options from top insurance companies, get unbiased expert advice, buy policies, and manage their insurance portfolio, all in one seamless, integrated experience. Since 2014, our content, digital tools, and experts have served as a resource for millions of people on their insurance journey, and we have sold more than $120 billion in coverage. In early 2020, we announced our Series D funding round of $100 million, which brought our total funding to just over $150 million.

                At Policygenius, were proud of building an environment that encourages our teammates to bring their authentic selves to work. Even with our rapid growth, weve continuously maintained our inclusive culture through humility, hard-work, and humor, and were looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why weve been voted one of Inc. Magazine's 'Best Workplaces' four years in a row!

                Diversity at Policygenius

                Policygenius believes differences should be celebrated and is committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

                As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status or any other status protected by law.

                Come join the team!

                by Jobble

Keywords: Policygenius Inc., Raleigh , Sales Operations Analyst, Sales , Raleigh, North Carolina

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