BlueSky Resource Solutions
Director of Sales Operations
BlueSky Resource Solutions, Atlanta, Georgia, United States, 30383
Candidates MUST be local to the Atlanta area and MUST have Insurance or Financial services industry experience. P&C sector insurance is HIGHLY preferred. No C2C, OPT, Visa consideration.
Overview The Director of Sales Operations is responsible for architecting and enabling a world-class sales capability. This role is a catalyst for sales transformation, driving the adoption of best-in-class processes, technology, and culture to unlock growth across all insurance products and channels. The Director will champion a healthy, high-performance sales culture—fostering collaboration, innovation, and continuous improvement—while ensuring that Operations and Underwriting are fully integrated partners in the sales journey.
Key Responsibilities
Design and implement a scalable, future-ready sales operations framework that empowers teams to exceed targets and deliver exceptional customer outcomes.
Lead the creation and reinforcement of a healthy, inclusive, and high-performance sales culture
Drive end-to-end sales transformation initiatives, from process redesign to technology adoption, ensuring alignment with business strategy and market opportunity.
Forge strong partnerships with Operations and Underwriting to co-create sales strategies, optimize risk selection, and deliver seamless customer experiences across all channels.
Equip sales teams with the tools, insights, and training needed to maximize productivity and effectiveness, including best-in-class CRM, analytics, and automation.
Benchmark against industry leaders, pilot new approaches, and embed continuous improvement to keep the company at the forefront of sales excellence.
Inspire, mentor, and develop a high-performing sales operations team; influence stakeholders at all levels to drive change and adoption.
Collaboration & Stakeholder Engagement
Operations: Partner to streamline processes, ensure operational readiness for new sales initiatives, and drive continuous improvement.
Underwriting: Collaborate to align on product offerings, risk appetite, and equip sales teams with up-to-date underwriting guidelines.
IT & Product: Co-lead CRM, sales enablement, and automation tool implementations.
Finance: Align on revenue forecasting, pipeline management, and compensation structures.
Sales Leadership & Field Teams: Enable teams with tools, insights, and training to maximize performance.
Compliance & Risk: Ensure all sales operations adhere to regulatory and internal standards.
Technical Capabilities
Deep expertise in CRM and sales enablement platforms (Salesforce, Dynamics 365, Zoho, or equivalent).
Strong knowledge of pipeline management, forecasting, territory planning, and sales compensation structures.
Proficiency with cloud-based CRM systems, ERP integrations, and data analytics tools (SQL, Power BI, Tableau).
Experience with automation/RPA tools (UiPath, Automation Anywhere) and Agile delivery.
Qualifications
Bachelor’s degree in Business, Finance, Marketing, or IT; advanced degree preferred.
10+ years in sales or revenue operations, with at least 5+ years in insurance or financial services.
Proven experience in sales transformation, scaling operations, and building high-performance cultures.
Strong leadership, change management, and stakeholder engagement skills.
Must Have - Experience in business/commercial insurance sales operations.
Preferred Skills
Expertise in end-to-end transformation projects and building sales processes from scratch.
Hands-on knowledge of insurance policy administration systems and sales integrations.
Skilled in SQL, Power BI, Tableau, or similar tools for sales reporting and analytics.
Experience with automation/RPA tools for operational efficiency.
Familiarity with Agile project delivery and CRM implementation methodology.
Ability to lead cross-functional teams and influence stakeholders at all levels.
#J-18808-Ljbffr
Overview The Director of Sales Operations is responsible for architecting and enabling a world-class sales capability. This role is a catalyst for sales transformation, driving the adoption of best-in-class processes, technology, and culture to unlock growth across all insurance products and channels. The Director will champion a healthy, high-performance sales culture—fostering collaboration, innovation, and continuous improvement—while ensuring that Operations and Underwriting are fully integrated partners in the sales journey.
Key Responsibilities
Design and implement a scalable, future-ready sales operations framework that empowers teams to exceed targets and deliver exceptional customer outcomes.
Lead the creation and reinforcement of a healthy, inclusive, and high-performance sales culture
Drive end-to-end sales transformation initiatives, from process redesign to technology adoption, ensuring alignment with business strategy and market opportunity.
Forge strong partnerships with Operations and Underwriting to co-create sales strategies, optimize risk selection, and deliver seamless customer experiences across all channels.
Equip sales teams with the tools, insights, and training needed to maximize productivity and effectiveness, including best-in-class CRM, analytics, and automation.
Benchmark against industry leaders, pilot new approaches, and embed continuous improvement to keep the company at the forefront of sales excellence.
Inspire, mentor, and develop a high-performing sales operations team; influence stakeholders at all levels to drive change and adoption.
Collaboration & Stakeholder Engagement
Operations: Partner to streamline processes, ensure operational readiness for new sales initiatives, and drive continuous improvement.
Underwriting: Collaborate to align on product offerings, risk appetite, and equip sales teams with up-to-date underwriting guidelines.
IT & Product: Co-lead CRM, sales enablement, and automation tool implementations.
Finance: Align on revenue forecasting, pipeline management, and compensation structures.
Sales Leadership & Field Teams: Enable teams with tools, insights, and training to maximize performance.
Compliance & Risk: Ensure all sales operations adhere to regulatory and internal standards.
Technical Capabilities
Deep expertise in CRM and sales enablement platforms (Salesforce, Dynamics 365, Zoho, or equivalent).
Strong knowledge of pipeline management, forecasting, territory planning, and sales compensation structures.
Proficiency with cloud-based CRM systems, ERP integrations, and data analytics tools (SQL, Power BI, Tableau).
Experience with automation/RPA tools (UiPath, Automation Anywhere) and Agile delivery.
Qualifications
Bachelor’s degree in Business, Finance, Marketing, or IT; advanced degree preferred.
10+ years in sales or revenue operations, with at least 5+ years in insurance or financial services.
Proven experience in sales transformation, scaling operations, and building high-performance cultures.
Strong leadership, change management, and stakeholder engagement skills.
Must Have - Experience in business/commercial insurance sales operations.
Preferred Skills
Expertise in end-to-end transformation projects and building sales processes from scratch.
Hands-on knowledge of insurance policy administration systems and sales integrations.
Skilled in SQL, Power BI, Tableau, or similar tools for sales reporting and analytics.
Experience with automation/RPA tools for operational efficiency.
Familiarity with Agile project delivery and CRM implementation methodology.
Ability to lead cross-functional teams and influence stakeholders at all levels.
#J-18808-Ljbffr