{"id":4026380,"url":"https://alion.io/job/spring-venture-group-sales-operations-analyst-smartconnect","title":"Sales Operations Analyst, SmartConnect","company":{"id":694243,"name":"Spring Venture Group","domain":"springventuregroup.com","url":"https://alion.io/company/springventuregroup","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SmartRecruiters","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Kansas City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Power BI","optional":false},{"name":"Salesforce","optional":false},{"name":"Snowflake","optional":false},{"name":"SQL","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-11-10T15:54:06Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-12T04:42:38Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions - finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.\nSpring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!\n OVERVIEW\nThe Sales Operations Analyst, SmartConnect is a high-impact, proactive analytics role designed to power SmartConnect’s multi-channel growth engine. Sitting at the strategic intersection of B2B partnership acquisition, marketing operations, and B2C sales execution, this role turns complex datasets into actionable insights, automated workflows, and scalable reporting infrastructure.\nSmartConnect operates across two primary B2B distribution models:\nTraditional Broker-to-Employer Channels: Guiding Medicare-eligible employees through retirement healthcare transitions.\n\nStrategic Referral Partnerships: Partnering with Financial Advisors, TPAs, ICHRA platforms, Health Systems, and Member Benefit platforms to capture high-margin, institutional lead volume.\n\nThe Sales Operations Analyst will build, maintain, and automate end-to-end reporting frameworks across both distribution channels. By tracking lead lifecycles from initial partner engagement through B2C agent consultation and policy placement, this role equips Sales Operations, Marketing, Account Management, and Executive Leadership with real-time visibility and predictive analytics to drive scalable growth.\nREPORTS TO\nDirect Report: Vice President of Operations, SmartConnect\n Key Collaborators: SmartConnect Executive Leadership, Account Executives (AEs), Account Managers (AMs), B2B & B2C Marketing Teams, Sales Managers, and Shared Enterprise Data, Product, & Engineering Teams.\nESSENTIAL DUTIES\nThe essential duties and responsibilities for this position include, but are not limited to:\n1. Dual-Channel B2B Analytics (Brokers, Employers & Strategic Partners)\n Partner Performance Tracking: Build and manage cross-channel dashboards evaluating partner activation, lead generation velocity, and policy yields across both Broker/Employer relationships and Strategic Referral Verticals (Financial Advisors, ICHRAs, TPAs, Health Systems).\n AE & AM Pipeline Enablement: Develop automated Partner Health Scorecards and TAM (Total Addressable Market) penetration models to help AEs and AMs prioritize high-potential accounts, identify dormant channels, and improve retention.\nContract & Onboarding Metrics: Analyze partner onboarding timelines and contract stage progression to identify operational friction points and accelerate time-to-market.\n2. B2C Sales Operations & Agent Performance Insights\n Sales Funnel & Conversion Optimization: Monitor B2C pipeline health, contact rates, consultation outcomes, and final policy placement metrics across Medicare Advantage (MA) and Medicare Supplement (MS) products.\nAgent Productivity Automation: Create real-time sales performance dashboards tracking green-time utilization, call-popping efficiency, close rates, and agent-level conversion trends to empower Sales Managers with proactive coaching insights.\nCapacity & Routing Analytics: Evaluate lead-routing logic, green-time schedules, and PTO coverage rerouting to eliminate missed appointments and ensure maximum agent capacity.\n3. B2B & B2C Marketing Analytics\nCampaign & Channel Attribution: Partner with Marketing to track multi-touch attribution, evaluating ROI across paid search, B2B webinars, email drip campaigns, and co-branded partner landing pages.\nLifecycle & Nurture Analytics: Analyze pre-sale, mid-funnel, and post-webinar B2C lead nurture sequences in Salesforce Marketing Cloud to identify drop-off points and optimize lead re-engagement.\n Growth Marketing Support: Provide data-backed recommendations for B2B target account marketing (TAM expansion), helping scale total employee reach.\n4. Automation, Data Hygiene & Process Scalability\nScalable Data Infrastructure: Replace manual account reporting with automated, self-service dashboards in Power BI/Tableau and Salesforce, creating a single source of truth across systems.\nData Auditing & Scrubbing: Lead data hygiene initiatives across CRMs, SFTP feeds, and partner intake forms to maintain pristine records, accurate employee census uploads, and seamless data ingestion.\n5. Strategic Forecasting & Executive Reporting\nVolume & Seasonality Modeling: Conduct predictive modeling to forecast lead volumes, non-peak vs. AEP demand trends, and policy production targets across all strategic verticals.\nExecutive Deliverables: Translate complex analytical findings into executive-level summaries, visual decks, and strategic recommendations for the SVP/GM, VP of Operations, and SLT review.\nProcess Bottleneck Resolution: Proactively audit hand-offs between Marketing, B2B Account Management, and B2C Sales, implementing data-driven process improvements that scale efficiently.\nThe SVG behaviors are listed below:\nBe Aware (Emotional Intelligence)\nBe Open & Honest (Communication)\nBe a Team Player (Teamwork and Collaboration) \nBe Accomplished (Drive for Results)\nBe the Example (Develop Self & Empower People)\nBe Forward Thinking (Strategic Thinking)\nBe a Problem Solver (Continuous Improvement)\n Education/Experience:\nBachelor’s degree in Data Analytics, Statistics, Business Intelligence, Finance, or a related quantitative field required.\n3+ years of experience in data analysis, sales operations, or business intelligence, preferably within B2B2C, insurance, health benefits, or lead generation environments.\nProven experience building reports and dashboards in Salesforce and BI tools (Power BI, Tableau, etc.). \nHigh proficiency in SQL for querying complex datasets; familiarity with cloud data warehouses (Snowflake) is strongly preferred.\nSkills/Specialties:\nSales & Funnel Analytics: Expertise in mapping lead flows, conversion funnels, agent performance, and campaign ROI.\nData Visualization: Ability to translate complex data into clean, digestible visual dashboards for executive leadership.\n CRM Advanced expertise in Salesforce (Reports, Dashboards, Custom Objects) and Power BI / Tableau.\nProblem Solving: Proactive mindset with a strong ability to identify operational bottlenecks and recommend data-driven solutions.\nCollaboration: Strong communication skills to work cross-functionally with Sales, Account Management, and IT/Analytics teams\nCertifications/ Licenses:\nSalesforce Certified Administrator or Salesforce Business Analyst(Preferred).\n Microsoft Certified: Power BI Data Analyst Associate or Tableau Desktop Specialist (Preferred).\n Competitive compensation Medical, Dental and Vision benefits after a short waiting period\n401k matching program\nGenerous paid time off program with an additional company break during the holidays\nAnnual Volunteer Time Off (VTO) and a donation matching program\nLife Insurance Employee Assistance Program (health & well-being on and off the job) Rewards and Recognition\nMaternity and Parental Leave Training program and ongoing support throughout your entire Spring Venture Group career\nDiverse, inclusive & welcoming culture\nOptional enrollment options include HSA/FSA, AD&D, Spousal/Dependent life insurance, Short Term/Long Term Disability, Travel Assist, and Legal plans\nSpring Venture Group is an Equal Opportunity Employer\nAll your information will be kept confidential according to EEO guidelines.\nSpring Venture Group is an Equal Opportunity Employer","description_format":"text","description_chars":7930,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["401k plan","Health insurance","Insurance coverage","Life insurance","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Health Insurance & Benefits","Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-11-10T17:03:52Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring 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