Sales Analyst

1 week ago

Remote Canada Sterling Brokers Full time $800,000 - $1,000,000 per year

About the role

The Sales Analyst at Sterling Brokers plays an integral role in the Sales process for prospective and existing Sterling clients. This role supports the Sales and Revenue Operations team by managing quality control for new and existing business opportunities, creating and managing sales documentation, and performing other administrative tasks as required.

The Sales Analyst ensures that sold products comply with both internal and external requirements and verifies the accuracy of all plan design details before proceeding to the sales and quoting stage for new business. This role will receive daily direction from the Director of Sales Analysis.

What you'll do

  • Act as the primary internal point of contact for sales documentation, pre-sale processes, and quality control on new products/product requirements. 
  • Assist the Sales team in hitting quarterly targets by managing new groups in the early stages of the sales cycle. 
  • Work closely with the Sales and Revenue teams to complete pre-sale steps within the defined Service Level Agreement (SLA). 
  • Act as the initial point of contact following the Sales team's client meeting, ensuring a clear understanding of the client's needs for a comprehensive benefit plan design.
  • Work closely with the Sterling Pricing Team, Account Executives, and Brand Presidents to ensure sales documentation and pricing are completed accurately and within expected timelines. 
  • Complete group benefit plan mapping tasks and create comparison documents to ensure Sterling offers competitive benefits plans.
  • Generate proposal requests using internal guidelines. 
  • Collaborate with Senior Sales Analysts upon time of go-live with net new groups, to ensure all necessary details are captured and communicated effectively. 
  • Support internal teams by ensuring non-compliant products are identified prior to creating operational challenges. 
  • Create administrative documents required for new business quotes and benefit plan design mapping.
  • Create necessary administrative documents needed for net new business quotes as well as existing business plan design mapping. Becoming an expert on the details of a prospective client's current plan, as well as any changes to their current plan.
  • Complete quality control checks to ensure all sold plans/products are compliant with internal Sterling Brokers and external (i.e. carrier) requirements. 
  • Ensure all documents submitted for new business quotes are accurate, meet all requirements, and are stored accessibly in the appropriate databases.
  • Work closely with the Implementation team on up-to-date benefit plan/carrier requirements.
  • Gather feedback from the sales team on a regular basis to improve support programs.
  • Complete various support functions determined by the Sales Analysis team and their active sales cycles.

Qualifications

  • Minimum education requirement is a University degree or equivalent College diploma
  • Minimum 2 years of work experience in a role of any of the following: insurance, administration, technology, or data analysis
  • Proficiency in Excel, Word, and PowerPoint is a requirement for the role

Why Work for Sterling?

  • Rapidly growing business with career progression opportunities  
  • Competitive salaries and benefits  
  • Small team of highly motivated contributors  
  • Remote working opportunities  

  • Senior Sales Quality Analyst

    7 days ago

    Remote - Canada Samsara Full time $80,000 - $120,000 per year

    About the role:We're looking for an experienced Quality Analyst to join our pioneering Sales Quality Programs team. The Quality Analyst will partner with leadership and cross-functional stakeholders to uplevel and drive strong sales outcomes. You will support teams in all segments, implementing data monitoring systems, assessing compliance, and using...

  • Data Analyst, Sales Operations

    20 hours ago

    Remote - Alberta, Canada Forward Financing Full time $85,000 - $105,000 per year

    Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward...

  • National Sales Analyst

    16 hours ago

    Remote - Canada - Ontario Sysco Full time US$64,000 - US$95,900

    COMPENSATION INFORMATION$64, $95,900.00JOB DESCRIPTIONOverview:The National Sales Analyst, will play an active role on the team by collaboratively assessing, analyzing, and documenting thedevelopment of business strategies for the national team. The Analyst will take part in strategic and comprehensivedata integration projects. This role requires an...

  • Analyst, Sales Operations

    6 days ago

    Remote - Alberta, Canada Forward Financing Full time $60,000 - $120,000 per year

    Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward...

  • Revenue Operations Analyst

    5 days ago

    Remote, Canada Algolia Full time

    The Revenue Operations team works as a global strategic task force across various organizations within Algolia, including Sales, Marketing, and Customer Success. We’re looking for a Program Analyst on our Sales Productivity & Systems to join our high-visibility team. Do you have a knack for problem-solving? Are you a quick and tactical thinker? If this...

  • Senior Customer Success Quality Analyst

    1 week ago

    Remote - Canada Samsara Full time $80,000 - $120,000 per year

    About the role:We're looking for an experienced Quality Analyst to join our pioneering Customer Success Quality Programs team. The Quality Analyst will partner with leadership and cross-functional stakeholders to uplevel and drive even stronger outcomes for our customers. You will support teams in all segments, implementing data monitoring systems, assessing...

  • National Sales Analyst

    3 weeks ago

    , , Canada FHLB Des Moines Full time

    National Sales Analyst page is loaded## National Sales Analystlocations: Sysco Canada Inc.time type: Full timeposted on: Posted Todayjob requisition id: R **JOB DESCRIPTION****Overview:**The Analyst, will play an active role on the team by collaboratively assessing, analyzing, and documenting thedevelopment of business strategies for the national team. The...

  • Revenue Insights Analyst

    1 week ago

    Canada, States Remote Appspace Full time $90,000 - $120,000 per year

    About Appspace:At Appspace, we're passionate about creating better work experiences for people everywhere, and we're looking for people that feel the same way. Our global office locations and flexible work culture help you work wherever and however you're at your best. Plus, we take the time to help you enjoy your work, build lasting connections, and grow...

  • Business Analyst

    6 days ago

    Remote, Canada eCapital Full time

    **About Us**: eCapital supports small and mid-sized companies throughout the United States, Canada, and the United Kingdom by providing alternative financial solutions like invoice factoring, factoring lines of credit, and asset-based lending to accelerate their access to capital. Through its Commercial Finance, Freight Factoring and ABL divisions, eCapital...

  • Data Analyst, Sales Operations

    3 weeks ago

    , AB, Canada Forward Financing Full time

    Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward...