Responsibilities

• Pipeline Management & Analytics: Track and analyze sales pipeline data to ensure accurate forecasting and alignment with revenue goals. Build and maintain dashboards to monitor key metrics, identify trends, and provide actionable insights to sales leadership
• CRM Optimization: Maintain and enhance the CRM system (Salesforce) to support sales activities, ensuring data accuracy and usability for the team
• Proposal Management: Support Well’s proposal process to upload first round responses, review RFP responses for reasonability, grammar, clarity and alignment with Well's brand voice. Maintain an organized library of standard responses and collaborate with teams to ensure content remains accurate and up-to-date
• Sales Enablement: Collaborate with GTM Operations and growth team leads to organize and support effective prospecting and client engagement
• Equips Growth team members with training support and playbooks to effectively deliver pitch decks, objection handling, demos and product messaging
• Defines and documents the repeatable motions across the sales cycle — discovery frameworks, demo flows, qualification criteria, and handoff protocols from Sales to CS
• New hire onboarding support-provide support for growth team hires, build onboarding documents, and provide support to new team members
• Data Analysis: Generate reports and insights from sales activities to highlight key trends and identify areas for improvement
• Research: Conduct thorough and reliable research, with support of approved AI tools, to support business initiatives and inform decision-making
• Project Management: Manage timelines and deliverables for go-to-market projects. Organize workflows, prioritize tasks, and ensure projects are executed efficiently. Provide administrative and operational support to the GTM team to enable the seamless execution of sales initiatives

Requirements

• 1-3 years experience in the employer benefits industry
• Analytical skills with the ability to interpret data, generate actionable insights, and communicate findings effectively
• Excellent written and verbal communication skills, with a collaborative mindset and ability to work across teams
• Ability to leverage data and insights to influence decisions and drive impactful outcomes
• Motivation to challenge the status quo and innovate processes continuously
• Demonstrated success in managing complex, high-priority initiatives with multiple workstreams to completion
• Adaptability to thrive in a fast-paced environment with shifting priorities
• Detail-oriented, data-driven, and adept at delivering projects efficiently

Preferred

• Familiarity with CRM platforms (e.g., Salesforce, HubSpot) and sales tools is strongly preferred

Benefits

• generous benefits