Director, Sales Operations

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Director, Sales Operations drives strategic sales initiatives for their assigned region and optimizes our sales processes to achieve and exceed organizational goals. The individual in this position leads the development and execution of sales strategies, fosters producer success, and ensures alignment with the company’s overall objectives.

Glimpse Into Your Day

• Develop and implement comprehensive sales strategies, leveraging technology to align with organizational goals and drive sustainable growth.
• Lead and mentor team members, providing guidance, professional development, and growth opportunities.
• Conduct in‑depth analysis of sales processes to identify opportunities for innovation, efficiency, and improved performance.
• Establish and monitor key performance indicators (KPIs) for lead conversion, funnel management, and customer experience, presenting actionable insights to the executive team.
• Collaborate with the Information Technology department and other stakeholders to evaluate, select, and oversee the deployment of advanced sales tools and technologies, ensuring optimal ROI and successful adoption.
• Serve as the strategic champion for high‑priority sales‑related technology initiatives, driving their implementation and alignment with organizational objectives.
• Foster a collaborative environment to enhance cross‑functional initiatives and strengthen the company’s cross‑selling processes.
• Oversee training programs to ensure sales teams are proficient in using support tools and systems.
• Ensure compliance with industry regulations and ethical standards in all aspects of sales operations.
• Perform other projects, duties, and tasks as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High School Diploma or equivalent required; four‑year degree in Business, Marketing, or related field preferred.
• Minimum of 10 years’ experience in sales operations, enablement, or a related field.
• Insurance industry experience, particularly with a brokerage, highly preferred.
• Certification in Sales Management or related desirable.
• Expert level proficiency with Salesforce, including a proven track record of maximizing ROI on enterprise CRM systems.
• Demonstrated success in developing and executing sales strategies, methodologies, and technologies.
• Strong analytical and strategic thinking skills, with the ability to influence cross‑functional initiatives.
• Exceptional verbal and written communication skills, with the professional credibility to engage and influence at the executive level.
• Proven ability to prioritize and manage multiple high‑impact projects simultaneously.
• High level of proficiency in Microsoft Office and the ability to quickly adapt to new software applications.

WHY CHOOSE RELATION

• Competitive pay of $120,000.00 - $211,000.00.
• A safe and healthy work environment supported by a robust benefit program, including family health and wellness programs, 401(k), employee assistance programs, paid time off, paid holidays, and more.
• Career advancement and development opportunities.
• Possibility to participate in a discretionary annual incentive program based on individual and organizational performance.

ABOUT RELATION INSURANCE SERVICES

Relation Insurance Services is a North American insurance brokerage that offers business insurance, employee benefits, personal insurance, retirement services, and risk‑management through our family of brands across the United States. We are a team of experienced professionals who genuinely care, and we aim to be the relationship you trust for answers, solutions, and peace of mind.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.