Health Insurance Sales Operations Analyst

Gusto

. Build, automate, and maintain sales performance, funnel, pipeline, SLA, and rep productivity reports and dashboards .

Posted 9/19/2026full-timeUnited StatesMid-LevelSenior💰 $104,490 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales Operations and Revenue Operations, with a strong focus on Salesforce proficiency, data accuracy, and process improvement. Capable of leading AI and automation initiatives to enhance sales productivity and operational efficiency.

Highest-signal resume keywords

Salesforce ProficiencyForecasting and Pipeline ManagementSQL and Tableau or Looker ExperienceAI and Automation Tool EvaluationProcess Improvement and Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce Reports and DashboardsSQLTableauLookerExcelGoogle SheetsForecastingPipeline ManagementTerritory PlanningQuota Planning

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationFirst-Principles Problem-SolvingExceptional OrganizationAttention to Detail

Tools & Technologies

SalesforceAI ToolsAutomation ToolsReporting Tools

Industry Keywords

Sales OperationsRevenue OperationsGTM RoleData QualityOperational Reliability

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Build, automate, and maintain sales performance, funnel, pipeline, SLA, and rep productivity reports and dashboards
Produce operational reporting, revenue insights, and forecasting models with RevOps, Finance, Marketing, and Analytics
Own metric definitions and data accuracy
Identify and prototype AI and automation tools for sales
Embed AI into daily sales workflows with Sales, BizTech, Product, and Enablement
Lead AI and automation projects to improve rep productivity
Identify workflow bottlenecks and implement process improvements
Document processes, build playbooks, and drive adoption of tools and workflows
Support HI Sales leadership and representatives with data requests, process issues, and investigations
Manage account and territory administration, assignments, coverage, reassignments, rerouting, and segment reclassification
Support territory, quota, coverage planning, and monthly sales-compensation reconciliation
Troubleshoot reporting issues, broken workflows, missing CRM data, and pipeline visibility gaps
Partner with Sales Leadership, RevOps, Finance, BizTech, and Product
Translate sales challenges into business requirements and durable solutions
Provide updates to managers and senior leadership on timelines, risks, and outcomes
Advise on complex or ambiguous problems

Requirements

What you’ll need

5+ years in Sales Ops, RevOps, or a similar analytical GTM role
Strong Salesforce proficiency
Experience with Salesforce reports and dashboards, SQL, Tableau or Looker, and Excel/Google Sheets
Hands-on experience with forecasting, pipeline management, and territory or quota planning
Comfort evaluating AI and automation tools and prototyping simple workflows
Excellent written and verbal communication
First-principles problem-solving ability
Exceptional organization and attention to detail
Ability to manage multiple projects and recurring workflows while protecting data quality and operational reliability
Track record supporting sales teams with competing, fast-changing priorities

Benefits

Comp & perks

Competitive base pay
Benefits
Equity (RSUs)
Secure, reliable, and consistent internet connection required when approved to work from a non-office location
Equal opportunity employer
Reasonable accommodations for qualified individuals with disabilities and disabled veterans