Sales Operations Lead

The Sales Operations Lead will work across Integrate, and consulting teams to connect sales priorities with the appropriate subject-matter experts and delivery resources. The role requires strong commercial judgment, attention to detail, and the ability to coordinate senior stakeholders without formal authority. The successful candidate will bring structure to complex sales activity, maintain accurate and actionable information, and ensure opportunities progress with clear ownership, next steps, timelines, and expected value.

You will:

- Maintain the strategic account list, account plans, and account maps across relevant client functions and decision-makers.

- Partner with the Senior Sales Director to apply consistent opportunity-stage criteria and maintain supporting documentation.

- Ensure each sales opportunity has a clearly identified owner, next step, target date, expected value, and documented status.

- Organize and facilitate weekly pipeline reviews, pursuit-planning sessions, monthly account reviews, and quarterly business reviews.

- Manage the proposal and request-for-proposal workflow, including timelines, stakeholder coordination, version control, approvals, and submission deadlines.

- Prepare pipeline forecasts, sales reporting, dashboards, and win-loss analyses for the Senior Sales Director and practice leadership.

- Track committed capacity across topic owners, account owners, technical specialists, and other contributors supporting commercial activities.

- Monitor and report relationship coverage, client-contact cadence, account activity, and pipeline progress.

- Identify gaps, risks, and stalled opportunities and work with account and opportunity owners to establish appropriate follow-up actions.

- Organize and maintain proposal materials, account information, sales documentation, and other commercial resources in an organized and accessible format.

- Support continuous improvement of sales processes, reporting standards, tools, and operating practices.

- Provide client, market, and competitive insights to support account planning and commercial decision making.

Job Knowledge and Experience Required

- Bachelors degree in business, finance, marketing, operations, or a related field, or equivalent professional experience, with 5+ years of experience in enterprise sales, commercial, revenue, or business development operations.

- Demonstrated experience supporting complex, multi-stakeholder enterprise sales processes, including strategic account planning, opportunity management, pipeline management, forecasting, and sales reporting.

- Experience coordinating proposals and RFPs, managing multiple contributors, timelines, approvals, and deadlines in a complex sales environment.

- Strong analytical, organizational, and project management skills, with the ability to translate commercial priorities and sales data into clear ownership, actions, timelines, forecasts, and executive-level reporting.

- Proven ability to influence and coordinate senior stakeholders without formal authority, build effective cross-functional relationships, and communicate clearly across sales, consulting, product, technology, and leadership teams.

- High level of commercial judgment, accuracy, initiative, and adaptability; proficiency with Microsoft Office and sales/CRM tools. Experience in enterprise software, technology, consulting, insurance, financial services, or professional services is preferred; actuarial or insurance industry experience is a plus.

Location

Candidates hired into this role will be required to work in-person in the Milliman office in Chicago, IL on a weekly basis, but flexible work arrangements will be considered.

Compensation

The overall range for this role is $92,432 - $148,033. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Benefits

We offer a comprehensive benefits package designed to support employees health, financial security, and well-being. Benefits include:

- Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.

- Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.

- 401(k) Plan – Includes a company matching program and profit-sharing contributions.

- Discretionary Bonus Program – Recognizing employee contributions.

- Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.

- Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.

- Holidays – A minimum of 10 paid holidays per year.

- Family Building Benefits – Includes adoption and fertility assistance.

- Paid Parental Leave – 11 weeks of paid leave for employees who meet eligibility criteria.

- Life Insurance & AD&D – 100% of premiums covered by Milliman.

- Short-Term and Long-Term Disability – Fully paid by Milliman.

Equal Opportunity

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

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