Sr. Director, Sales Optimization

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Senior Director of Sales Optimization will report to the Managing Director, Head of Sales - Health and Benefits Sales . This role is responsible for leading the Sales Operations and Sales Enablement team s in supporting the sales organization in the effort of building business in the national accounts, middle markets, small group markets, distribution channel, and specialty products areas for existing channels, broker led, and plan sponsor led deals. This individual has direct responsibility for the success and results of the RFP team , analysts and Sales Enablement functions . These functions are critical to the growth and success of H&B sales , and this individual is accountable for the setting their direction, training, and evolutionary development to continually improve the impact these functions have in growing Inspira's market share.
Duties & Responsibilities:

• Identify opportunities for sales support to streamline entire sales process along with measure activities' results.

• Perform as primary liaison to Product Development, Operations, IT and various departments as required .

• S ecure resources as requested by Sales Team and Account Manager to assist sales process.

• Manage internal/external communication regarding the RFP process

• Determine when updates are required for RFP related activities

• Ensure tactics are aligned with revenue targets along with future growth targets

• Work to ensure that efforts are focused on growing and assisting in meeting sales goals and targets

• Support sales, marketing as well as account management

• Manage Salesforce activities regarding RFP/RFI responses

• Track RFP success rates, analyze that data and determine different approaches to ensure higher win rates

• Utilize Salesforce to report out on our success rates

• Develops, m onitor s and reports on KPIs and sales analytics, providing insights to leadership, critical to running the organization

• Identify and coordinate training needs of the sales organization with the training team

• Continually evaluate technology and tools that would enhance the effectiveness of the sales organization

• Identify ways to work with client implementation to continually improve client experience

• Conduct large opportunity deal evaluation and review process

• Identify and represent needs of the sales team with Salesforce support team

• Other duties as assigned.
  Supervisory Responsibilities:
  
  • Oversees the daily workflow of the sales operations organization in coordination with attaining the teams objectives
  • Communicate clear priorities and relevant information to implement day-to-day work
  • Resolve the most difficult problems facing the team, program, or specialty area
  • Uniformly identify high performers who consistently produce quality work
  • Identify the right situations for coaching, feedback, and training
  • Remove barriers for team. Ensure team members have all the tools, resources, and context to execute
  • Has a good understanding of their team's strengths and opportunities, capitalizing on their strengths and coaching opportunities
  • Identify opportunities to right size team , recruits, interviews, hires and trains new staff
  • Manage assignments and goals regularly
  • Monitor efforts by the team to deliver the highest quality work
  • Coach and mentor the sales operations team
  • Liaison with Sales and Account Management to resolve issues

Preferred Qualifications
Education & Experience:

• 15+ year of leadership experience in sales, sales operations or sales enablement

Bachelor's Degree in business , communications, or health care
Skills & Abilities:

• Excellent analytical skills with a proactive nature

• Strong organization skills with a drive to meet deadlines

• An affinity for accuracy and efficiency

• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook

• Strong verbal and written communication skills

• An aptitude for prioritization and multi-tasking

• Strong collaboration skills

• A drive to learn and apply new concepts quickly

• Experience with Salesforce CRM is required

Other Requirements:

• Infrequent travel 20 % annually

• Ability to provide personal transportation from time to time

• Occasionally lifts up to 25 pounds

• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.