Summary of Position
Support the day-to-day execution, operational management, and strategic planning for the Marketplace Sales organization.
Serve as a critical partner to Sales Leadership, ensuring disciplined execution, data-driven decision-making, and seamless operational support to drive growth, productivity, and compliance
Principal Accountabilities
Manage daily sales operations, including Agent onboarding, credentialing, and readiness tracking; Sales performance tracking (enrollments, conversion rates, application quality); Pipeline management and reporting cadence.
Maintain and optimize sales processes, workflows, and standard operating procedures.
Support sales leadership with territory alignment, capacity planning, and coverage models.
Ensure operational compliance with NYSOH regulations and internal policies.
Oversee sales administration activities: Commission tracking coordination (with Finance/Commissions Department); Licensing/appointments monitoring; CRM data integrity and system adoption (e.g., Salesforce).
Coordinate training logistics, onboarding programs, and ongoing enablement initiatives.
Serve as liaison across Sales, Product, Marketing, Compliance, and Customer Operations.
Manage sales support tools, job aids, and communication cadence (e.g., weekly updates, performance summaries).
Develop and maintain sales dashboards and KPIs: Enrollment targets vs. actuals; Channel productivity (internal agents, community partners); Lead conversion and funnel analytics.
Generate weekly/monthly executive-ready reporting packages.
Identify performance gaps and recommend corrective actions.
Support incentive tracking and sales contest execution.
Partner with leadership on annual and quarterly planning: Sales targets, channel strategy, and growth initiatives.
Conduct market and competitive analysis to inform go-to-market strategy.
Support development of enrollment campaigns (Open Enrollment, SEP strategies).
Drive continuous improvement initiatives to enhance sales effectiveness and member acquisition.
Align with Marketing on lead generation performance and campaign effectiveness.
Partner with Product on benefit positioning and competitive differentiation.
Support Compliance and Audit readiness (e.g., CMS/State requirements).
Coordinate with Customer Experience teams to ensure smooth member onboarding.
Qualifications
Education, Training, Licenses, Certifications
Relevant Work Experience, Knowledge, Skills, and Abilities
5 - 8+ years of relevant, professional work experience.
4+ years of experience in Sales Operations, Strategy, or Business Operations.
Experience in health insurance, Marketplace (ACA), Medicaid, or Medicare.
Strong analytical skills with experience in Excel, SQL, or BI tools (Tableau/Power BI).
Experience working with CRM platforms (e.g., Salesforce).
Ability to manage multiple priorities in a fast-paced, seasonal environment (Open Enrollment).
Experience supporting broker/channel sales models.
Proficiency in MS Office (Word, Excel, PowerPoint, Outlook, Teams, SharePoint, etc.).
Excellent communication skills (verbal, written, presentation, interpersonal) with all types/levels of audiences.
Knowledge of CMS/State Marketplace requirements.
Background in sales performance management and incentive structures.
Additional Information
| Location | New York, NY |
| Salary | $77,760–$149,040 Per Year |