Sales Operations Manager

Imagine360 is seeking a Sales Operations Manager to join the team! The Sales Operations Manager oversees workflows, governance, and data quality supporting sales, revenue operations, and reporting. This role manages account, contact, ownership, territory, enrichment, and AI-assisted data across CRMs and other data sources. They also drive revenue through improved broker/consultant targeting and management, supporting inside and field sales teams. The manager ensures processes are documented, data is accurate, issues are resolved, and teams have reliable information for operational and reporting needs.

Position Location: 100% remote

Responsibilities include but are not limited to:

Broker Data Effectiveness

• Examine broker data and workflow to increase effectiveness and revenue of inside sales and sales teams-preferred healthcare insurance or broker experience, however, not necessary.

Daily Data Execution

• Execute recurring account, contact, rep ownership, routing, enrichment, and operational data updates.
• Support onboarding, offboarding, acquisitions, territory changes, and other events requiring accurate account and contact updates.
• Distribute and reassign contacts according to approved coverage, capacity, and allocation policies.
• Partners across sales, revenue operations, marketing operations, analytics, and technology to resolve data issues.

Data Normalization and Enrichment

• Review enriched and automated data outputs for accuracy, completeness, compliance, and business usability.
• Define review criteria, approval rules, escalation paths, and exception handling for AI-assisted workflows.
• Partner with technology, analytics, and business teams to improve AI workflows while maintaining effective human oversight.
• Manage account and contact deduplication, normalization, and enrichment using approved tools and rules. Maintain consistent account naming, parent structures, taxonomies, firmographic fields, and contact data.
• Administer data tools such as ZoomInfo and Clay and evaluate source reliability, match rates, accuracy, and downstream usability.

Data Health, Quality, and Governance

• Document workflows, system ownership, data movement, and process boundaries.
• Monitor data for duplicates, missing or outdated values, inconsistencies, and other issues affecting reporting or operations.
• Own visibility into data quality issues and recommend fixes, controls, validation rules, and automation. Investigate root causes, document findings, and coordinate corrective action.

Territory, Rep Book, and Reporting Support

• Partner with Marketing Operations on HubSpot lead quality, field alignment, syncs, handoffs, and ownership boundaries.
• Manage territory assignments, rep book changes, coverage updates, account allocation, and related data in Excel and Salesforce.
• Prepare and validate source data for inside sales reporting, broker lists, and ad hoc requests. Identify reporting gaps and process inconsistencies and recommend practical fixes.

Required Experience/Education:

• 5+ years of experience in data, revenue, or sales operations, preferably in a complex B2B environment.
• Strong knowledge of CRM data structures, governance, data quality, enrichment, deduplication, system integrations, and issue resolution.
• Experience documenting workflows, identifying root causes, and coordinating solutions across technical and business teams.
• Familiarity with AI-output, governance, validation and tools such as Salesforce, preferred HubSpot, Excel, ZoomInfo, Clay, and automation platforms.

Skills and Abilities:

• Strong attention to detail, communication, prioritization, and operational discipline
• Operational data and workflow management
• CRM and field-level data governance
• AI output validation and human oversight
• Data quality, enrichment, normalization, and deduplication
• Sync monitoring, troubleshooting, and root-cause analysis
• Territory, rep book, and reporting data support
• Documented workflows, ownership, data standards, review processes, and escalation paths.
• Improved accuracy, completeness, consistency, and compliance across operational data.
• Reliable monitoring of syncs, anomalies, duplicates, and AI-assisted outputs.
• Faster issue identification, root-cause analysis, and resolution.
• Consistent execution of contact distribution, rep book, territory, onboarding, and offboarding updates.
• Clean source data for reporting, broker lists, and business decisions.

What can Imagine360 offer you?

• Multiple Health plan options
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company paid Short- & Long-term Disability plus Life Insurance
• Parental Leave Policy
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives

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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.

Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

**RECRUITMENT AGENCIES PLEASE NOTE: Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation**