Sales Operation Specialist

The Sales Operations Specialist at Cobalt Benefits Group will play a critical role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will partner with existing team members to manage the end-to-end execution of Cobalt’s sales & renewal procedures. Key responsibilities will include but are not limited to opportunity proposal development, existing client renewal support, Salesforce maintenance, creation and maintenance of new client implementation and other duties as assigned.

The ideal candidate has experience with or a vested interest in advancing within Sales, Account Management and/or marketing, strong attention to detail and a desire to learn. Healthcare experience is a plus but is not required to be successful in the Specialist role.

• Participate in Deal Desk meetings, representing your assigned opportunities.
• Partner with Sales to develop creative solutions addressing the needs of a broad range of customers.
• Create, maintain and track Proposal documents.

• Accurately enter new client data within Cobalt’s Salesforce system.
• Develop all required new client paperwork for release to client during implementation.
• Store, manage, update and track status of new client paperwork from release to client through execution.

• Partner with Client Services and the Director of Stop Loss to understand client needs & upsell opportunities at renewal.
• Create, maintain and track client specific Renewal proposals.
• Develop, manage and track the status of Renewal Amendments and required paperwork from release to client through execution.

• Develop a deep understanding of Cobalt’s Customer Relationship Manager, Sales Force.
• Identify and recommend process optimizations.
• Partner with Sales Partners to ensure complete data entry into Sales Force.
• Drive broader adoption of Salesforce and completeness/accuracy to enable continued improvement of Sales reporting and KPIs.

• Bachelor’s degree required.
• 1-2 years of related experience in Sales, Account Management, Sales Operations or Marketing.
• Demonstrated knowledge and experience with CRMs, particularly Sales Force.
• Healthcare (specifically Health Insurance) Industry experience a plus but not required.

• Self-starter, entrepreneurial mindset.
• Next level attention to detail.
• Strong communication skills.
• Interest in working within a rapidly growing and evolving organization.

• Hybrid work availability may be offered based on meeting key performance metrics.
• Prolonged periods of sitting may be required.
• Regular use of a computer, keyboard, and mouse is necessary; reasonable accommodations will be provided upon request.
• Employees should ensure an ergonomically appropriate desk and chair setup.
• Comfort with being on camera for virtual meetings (e.g., Microsoft Teams)

After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including:

• Fantastic medical, dental, and vision insurance*
• Twice annual employer HSA contributions, covering 50% of the HDHP plan’s annual deductible!
• Company provided Basic Life and AD&D
• Company paid Short-Term and Long-Term Disability**
• Flexible Spending Accounts*
• 401(k) Retirement Plan with up to a 6% employer-match
  ** WOW! (100% fully vested after 3 years)
• 10+ paid holidays
• Generous paid vacation and sick time
• Annual Volunteer Paid Day
• Annual Tuition Reimbursement
• Annual Health and Wellness Reimbursement
• Lots of fun company events

* 60 day waiting period

** 90 day waiting period