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Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.

The Sr Sales Operations Coordinator will support D2C lead management, partner communication, agent licensing, sales platform administration, and additional project initiatives. This role requires maintaining CRM systems, managing communication with sales partners, onboard agents, and providing technical support, all while driving process improvements and ensuring operational efficiency.

As a** **Sr. Sales Operations Coordinator, your responsibilities will include:

+ Update and maintain lead volume and CRM queues to ensure daily caps and appropriate workflow.

+ Support lead management efforts by tracking, distributing, and following up on leads to maximizing conversion rates.

+ Manage lead coverage schedules, including potential weekend coverage.

+ Maintain comprehensive sales, lead, and licensing reports and dashboards for data insights.

+ Troubleshoot lead-related technical issues with IT partners.

+ Generate daily, monthly, and YTD lead reports by category and partner.

+ Communicate with sales partners to ensure seamless operations and address inquiries.

+ Analyze and solve specific issues as needed.

+ Share data insights with sales partners to identify trends and improvement areas.

+ Develop and implement sales processes, tools, and best practices to enhance productivity.

+ Identify bottlenecks in sales processes and recommend improvements.

+ Collaborate with internal teams to translate needs into automated processes for improved efficiency.

+ Utilize Microsoft 365 tools to design workflows supporting sales initiatives.

+ Manage agent onboarding, licensing updates, and daily communication with partners.

+ Monitor monthly agent renewal processes to prevent pay delays.

+ Handle sales platform user management, including access and credential setting up.

+ Provide technical troubleshooting and support for sales platform users.

+ Conduct UAT business testing for sales platform rollouts with IT partners.

+ Support D2C pilot projects and other initiatives to drive sales growth and efficiency.

+ Assist in ad-hoc and regular sales reporting for D2C channels.

+ Serve as backup to another sales ops analyst to meet service levels.

The** **Sr. Sales Operations Coordinator position is well suited for you if you:

+ Strong written and verbal communication skills

+ Strong organizational and time-management abilities.

+ Strong attention to detail and ability to manage multiple priorities.

+ Ability to work both independently and collaboratively.

+ Strong analytical and problem-solving skills.

+ Ability to engage with multiple levels within the organization.

+ Strong understanding of sales operation processes and systems.

+ Be proficient in Microsoft Office Suite and other business-related software.

+ Strong Microsoft 365 tool background, including PowerAutomate, Power BI, and Excel.

What you’ll need:

+ High-School Diploma, GED in general studies required.

+ 3 years of related sales support experience.

+ Proficiency in CRM systems and Microsoft 365 tools.

+ Proficiency in Microsoft Excel.

+ Strong analytical and problem-solving skills.

+ Excellent communication and collaboration abilities.

+ Ability to manage multiple tasks and priorities effectively.

What will set you apart:

+ Bachelor’s degree in business, Finance, Marketing or a related field preferred.

+ Possess a life sales license preferred.

+ Microsoft certifications are preferred.

+ 5 years of related sales support experience.

+ Experience in sales operations or a related field.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

+ medical insurance

+ dental insurance

+ vision insurance

+ 401(k) retirement plan with company match

+ short-term & long-term disability insurance

+ Paid time-off and corporate holidays,

+ paid parental leave

+ company paid life insurance

Click on this link for additional information.

CNO embraces flexibility and encourages you to work where you’re most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office.

Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.

All associates may be asked to travel varying corporate offices periodically. Work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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Compensation

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

**ReqID** : JR169280

**Job Type** : Full time

**Additional Locations** : Milwaukee, WI; Philadelphia, PA; Orlando, FL; Birmingham, AL;