Operations Lead - Hybrid; Atlanta, GA

Essential Duties and Responsibilities Growth, Retention & Cross‑Sale Enablement

• Develop and manage programs that support sales and client management teams with resources, reporting, and coordination to drive new business, renewals, and client retention.
• Track and coordinate cross‑sale initiatives with other practices (e.g., Retirement, HR Consulting, Property & Casualty), including collateral organization, meeting preparation, and follow‑up on outcomes.
• Analyze client and portfolio data to identify vulnerable clients, recommend targeted retention actions, and monitor effectiveness, surfacing insights and recommendations for leadership.

• Partner with Marketing to design and execute national campaigns, manage content calendars, and develop EB‑specific messaging and materials aligned with practice strategy.
• Review and interpret engagement metrics and qualitative feedback to inform future initiatives and optimize communication strategies.

• Coordinate regional initiatives, visits, and events, ensuring alignment with national standards and strategic priorities and ensuring timely follow‑up on action items.
• Serve as a connector between national leadership and local teams, facilitating best‑practice sharing and feedback loops to inform national planning.

• Collect, analyze, and organize carrier performance data; prepare materials and recommendations for advisory meetings and track action items to completion.
• Coordinate and help shape initiatives with carrier and vendor partners to align with practice strategy and performance goals.

• Oversee scheduling, logistics, and resource planning for EB training programs and field development curricula.
• Maintain and organize training resources for ongoing team reference and recommend enhancements based on participation, feedback, and evolving business needs.

• Use Power BI and other tools to extract, organize, and report on key metrics (e.g., revenue, pipeline, retention, cross‑sales).
• Develop standard reporting templates and dashboards and surface insights and recommendations to leadership to inform decision‑making and performance improvement.

• Support rollout, adoption, and optimization of EB‑specific products and technology solutions, serving as an operational point of contact for the practice.
• Coordinate user communications, training, and feedback collection, and recommend enhancements to improve utilization and user experience.

• Assist with planning, content development, and execution for town halls, newsletters, and internal communications that support practice priorities.
• Maintain the Employee Benefits Practice page and related repositories to ensure resources are current, well‑organized, and easily accessible for field and leadership teams.

• Plan and execute EB‑related events, including agenda development, content collection, speaker coordination, and logistics.
• Manage post‑event follow‑up, evaluation, and feedback; translate learnings into recommendations for future events and initiatives.

• Strong organizational and project management skills; able to manage multiple priorities and deadlines in a fast‑paced, matrixed environment.
• Demonstrated adaptability and learning agility to respond quickly to shifting needs, evolving products, and changing business goals.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint);
  Power BI experience preferred.
• Excellent written and verbal communication skills, including preparation of executive‑ready materials and effective cross‑functional collaboration.
• Proven ability to build relationships and collaborate with Sales, Client Management, Marketing, Product/Technology, L&D, and Carrier/Vendor partners.
• High attention to detail, strong time management, and consistent follow‑through.
• Comfort working with performance metrics, reports, and analytics to inform recommendations and decisions.
• Ability to handle sensitive information with discretion and professionalism.