{"id":3185694,"url":"https://alion.io/job/innovu-field-operations-analyst","title":"Field Operations Analyst","company":{"id":4466950,"name":"Innovu","domain":"innovu.com","url":"https://alion.io/company/innovu","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":62000,"max":73000,"currency":"USD","period":"year","gross":null,"usd_annual":73000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-23T21:20:32Z","employer_posted_date":null,"last_verified_at":"2026-10-23T21:20:32Z","board_verified":false,"closed_at":null,"days_open":5,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":5},"description":"Innovu is a growing Pittsburgh, PA-based data analytics company providing comprehensive solutions that enable advisors and their employer clients to optimize their benefits strategy, human capital risk management, and health benefit design.\nOverview\nInnovu's Field Operations Analyst provides the infrastructure and support behind the full client lifecycle — from pre-sales and sales enablement, to a clean hand-off into Operations, and ongoing reporting that supports Client Experience (CX) in managing client health, retention, and upsell opportunity. This role reports to the Director of CX Operations and works cross-functionally with Managing Directors, Directors of Strategic Partnerships, Sales, Finance, Marketing, Project Management, and Operations to keep the client lifecycle running smoothly and the data behind it clean and reliable.\nKey Responsibilities\nSales & Field Support\n\nManage, coordinate, and produce Sales forecasting, Sales Performance analytics (KPIs: Activities, Pipeline, sales reports), cross-functional team items (Onboarding, Annual Recurring Revenue), and ad hoc items (conference follow-up tasks) for Biweekly Territory Calls with Managing Directors (MDs)\n\nManage the Quarterly Territory Rotation with Executive Sales Leadership & MDsReview completed activity, current pipeline, and alignment with MDs’ yearly business plan\n\nSupport Managing Directors in underwriting sales opportunities and responding to Requests for Proposals (RFPs)\n\nSupport Managing Directors and Directors of Strategic Partnerships in generating lead qualifications and identifying KAM employer accounts for upsell\n\nGenerate sales Order Forms (OF) and manage Good Order collection (OF + Pre-Implementation Checklist) through to completion\nProvide a weekly report to leadership on New & Aged OF/PIC status\n\nUtilize CRM to streamline OF generation for new clients, new data feeds, and point solution requests\n\nCoordinate paperwork for client renewals\n\nAssist in client change/termination/retention tracking within CRM (Zoho)\n\nTrain Managing Directors on the CRM (Zoho) and additional Sales Tools (Seismic, ZoomInfo, Miedge, etc.), including tool maintenance and keeping client information current\n\nClient Lifecycle Data Integrity & Hand-Off to Operations\n\nOwn the data integrity checkpoint between Sales and Operations — ensuring the field (Managing Directors, Inside Wholesalers) is following defined wireframes and procedures and properly leveraging CRM/intake tools throughout the client lifecycle\n\nPartner with Operations to ensure a clean, complete hand-off of client data and documentation at each stage of the lifecycle\n\nIdentify and escalate process or data gaps that put a clean hand-off at risk, and support process refinement to close them\n\nClient Health, Retention & Upsell Reporting\n\nOwn and produce ongoing client health and retention reporting for CX leadership\n\nAnalyze client engagement and account data to identify upsell and expansion opportunity, flagging KAM employer accounts for MDs and Directors of Strategic Partnerships\n\nPartner with CX to translate client health findings into action for retention and growth conversations\n\nTechnical Support\n\nManage and develop CRM (Zoho) capabilities to capture new business needs for better documentation and streamlining\n\nManage and develop CRM (Zoho) dashboards to improve visibility for Sales, MD, and client health analysis\n\nCross-Functional Liaison Between Departments\n\nServe as liaison between Field Operations, Sales, Marketing, Finance, Operations, and CX\n\nEnsure the marketing collateral repository stays current with sell sheets, case studies, and pricing; hold a recurring meeting with Marketing on repository/distribution items for the Sales team\n\nAssist in executing marketing requests related to sales operations\n\nAssist in the deployment of new product/functionality to the sales team\n\nQualifications\nRequired: \n\nBachelor's degree or equivalent experience\n\nMinimum of 3+ years of experience in sales support, operations support, and/or reporting analyst responsibilities\n\nSelf-starter with strong organizational skills and attention to detail\n\nIn-depth understanding of the sales process and client lifecycle\n\nStrong written and verbal communication skills\n\nExperience using and managing a CRM system (e.g. Zoho, Salesforce, HubSpot, Monday)\n\nProficiency with Microsoft 365 (Outlook, Excel, Teams)\n\nAdvanced Excel knowledge\n\nDesire to become part of and help create our extraordinary culture\n\nBonus Qualifications:\n\nPrior experience in the technology, benefits consulting, healthcare, insurance, or pharmaceutical industry\n\nWork experience in an entrepreneurial environment, particularly a startup or early growth company\n\nWhat We Offer\n\nMission-driven culture where your contributions have real impact\n\nFlexible work arrangements\n\nCollaborative work environment\n\nGrowth and advancement opportunities\n\nLow cost medical, dental, and vision insurance\n\n401(k) plan with an employer match\n\nCompany paid life insurance, short-term disability, and long-term disability coverage\n\nPaid time off\n\nPaid parental leave\n\nAnd more!\n\nCompensation will be determined based on the candidate's qualifications and location at the time of offer.\nSalary: $62,000-$73,000Originally posted on 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