Direct Markets Sales Operations Analyst/Consultant

The Business Strategy and Sales Operations Team in Direct Markets is seeking a Sales Operations Consultant or Analyst to support our on-going efforts to exceed Direct Markets sales goals while improving the adoption and utilization of the Salesforce Customer Relationship Management (CRM) system. This is a hybrid role within the U.S, preferably located at either our Schaumburg, IL or Overland Park, KS office. 

 As a Sales Operations team member, you will have the opportunity to showcase your project management and relationship management ability, while supporting Direct Market field sales initiatives. The ideal candidate will have a diverse skillset to include soft skills and technical prowess. To succeed in this role you will need to be adept at sales goal formation, modeling and impact analysis, incentive plan evaluation, contest design, as well as, serving as a key administrator for Salesforce CRM within Direct Markets.

Key tasks may also include:

• Leading efforts on Salesforce data management (e.g., Hierarchy Updates, Territory Management, Business Status Changes, New Record Creation)
• Identifying, developing, and implementing technical training solutions in Salesforce, partnering with the Direct Markets Training and Business Development team
• Supporting New Business Acquisition and retention efforts
• Constructing and maintaining user dashboards and reports and clean-up legacy reports, where needed
• Creating and maintaining the process for Data Quality Control
• Responding to ad-hoc field inquiries and serve as their point of contact for Salesforce CRM

This role will be filled at either the Sales Operations Analyst or Consultant level.  The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.

Basic Qualifications:

 
Sales Operations Analyst:

• Bachelors Degree and 4 or more years of experience in the Sales or Operations area
  OR
• High School Diploma or Equivalent and 6 or more years of experience in the Sales or Operations area
  OR
• Zurich Certified Insurance Apprentice including Associate Degree and 4 or more years of experience in the Insurance or Operations area 
• Project management experience

OR

Sales Operations Consultant:

• Bachelors Degree and 6 or more years of experience in the Sales or Operations area
  OR
• High School Diploma or Equivalent and 8 or more years of experience in the Insurance or Operations area
  AND
• Knowledge in organizational design and development
• Experience leading organizational change

Preferred Qualifications:

• Experience with Salesforce
• Strong technical skills in Excel and PowerPoint
• Strong analysis and problem-solving skills
• Understanding of relational databases
• Ability to develop collaborative relationships, particularly with market-facing teams
• Ability to design and develop training programs in multiple media 

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. 

The combined salary range for this position is $64,600-$140,000. The proposed salary range for the Analyst is $64,600-$105,900, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Consultant is $85,500 - $140,000, with short-term incentive bonus eligibility set at 15%.

As an insurance company, Zurich is subject to 18 U.S. Code § 1033.

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. 

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. 

Location(s): AM - Schaumburg, AM - Illinois Virtual Office, AM - Kansas Virtual Office, AM - Overland Park
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No  
 
Linkedin Recruiter Tag: #LI-LB1 #LI-ASSOCIATE