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Worksite Sales Enablement Analyst - Remote from any US Based Location

CNO Financial Group
Carmel, IN
$52.2K-$78.2K a year
Remote
Full-time

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.

Optavise, a CNO Financial Group Company is seeking a Worksite Sales Enablement Analyst tasked The Worksite Sales Enablement Analyst is tasked with conducting analysis and generating reports to bolster sales enablement strategies.

This position provides support across various distribution channels, including the Optavise Career Agency (OCA) and Optavise Broker Distribution (OBD).

As a Worksite Sales Enablement Analyst, your responsibilities will include :

  • Perform comprehensive analysis of campaign and effort performance, track key performance indicators (KPIs), create data visualizations, and generate and share reports regularly.
  • Collaborate with the Sales Operations team to improve data collection and analytics, driving strategies to enhance processes and tools (ease of doing business).
  • Create and manage PowerBI CRM Pipeline and Campaign reports for specific territory views and initiatives (field sales level views).
  • Build, document, and improve processes utilizing systems and tools, including PowerBI, HubSpot, Salesforce, Excel, and other Sales Enablement software and technology.
  • Generate monthly and quarterly reports to measure the effectiveness of sales enablement campaigns.
  • Develop and implement analytical strategies for campaigns, evaluating results at a detailed level, including channel, station, and partner lead distribution.
  • Deliver actionable insights and recommendations to stakeholders, including senior management, to drive sales growth and improve efficiency.
  • Collaborate with marketing and IT teams to establish and maintain data quality and integrity, supporting detailed analysis of acquisition per lead.
  • Support Sales Enablement and GTM Data Strategy by understanding processes and policies that impact data quality.
  • Lead smaller-scale data initiatives and support strategic data initiatives by performing data analysis using various tools, including SQL, Excel, Salesforce Reports, Power BI, and Tableau.

The Worksite Sales Enablement Analyst position is well-suited for you if you :

  • Analyze sales and sales enablement data to draw conclusions and make recommendations to drive sales revenue.
  • Perform comprehensive analysis of campaign and effort performance, track key performance indicators (KPIs), create data visualizations, and regularly generate and share reports.
  • Collaborate with the Sales Operations team to improve data collection and analytics to help drive strategies that improve processes and tools (ease of doing business).
  • Create and manage PowerBI CRM Pipeline and Campaign reports for specific territory views and support specific initiatives (field sales level views).
  • Build, document, and improve processes utilizing systems and tools including : PowerBI, HubSpot, Salesforce, Excel, and other Sales Enablement software and technology.
  • Generate monthly and quarterly reporting to measure the effectiveness of sales enablement campaigns.
  • Develop and implement analytical strategies for campaigns, evaluating results at a detailed level.
  • Deliver actionable insights and recommendations to stakeholders, including senior management, to drive sales growth and improve efficiency.
  • Collaborate with marketing and IT teams to establish and maintain data quality and integrity, supporting detailed analysis of existing customer data (.

participation, claims, .

  • Support Sales Enablement and GTM Data Strategy by understanding processes and policies that impact data quality.
  • Lead smaller scale data initiatives and support strategic data initiatives by performing data analysis using various data tools.

What you’ll need :

  • Bachelor’s degree in Marketing, Data Analytics, Information Technology, Business or a related field of study or 8 years of equivalent work experience.
  • 3 years working in sales and marketing data roles.

What will set you apart :

  • Master’s degree in Marketing, Data Analytics, Math, Information Technology, Business or a related field of study.
  • Knowledge in working with data analytics tools such as SQL, Excel, Salesforce Reports, Power BI, Tableau
  • 5 years working in sales and marketing data roles, supporting sales organization in the insurance, voluntary benefits or benefit administration industry.

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

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 to varying corporate offices periodically. Work cannot be performed from outside of the United States.

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce.

Through Optavise’s cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement.

We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely.

Optavise provides a first-of-its-kind benefits solution, including :

  • Benefits administration technology for a streamlined enrollment process
  • Customizable selection of voluntary benefits that employees want and need
  • Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers
  • Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members.

Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.

Optavise is the worksite marketing brand of CNO Financial Group. 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 Diversity, Equity & Inclusion (DE&I);

Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the ., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, 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 .

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 accommodat

Compensation

Pay Range : $52,200.00 - $78,200.00 Annual

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.

8 days ago
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