Sonsio Vehicle Protection

Sales Operations Manager

• Own dealer and agent submission, amendment, onboarding, and contract follow-up processes
• Evaluate submissions for completeness and compliance with agreements, pricing, and state form requirements
• Review amendments, pricing, commission, and markup changes and route requests for processing
• Request PCRS credentials and manage dealer and agent onboarding through implementation and launch
• Deliver PCRS training and present onboarding materials via PowerPoint
• Conduct remote training sessions for last-minute dealer and agent requests
• Liaise with PMO, Risk, F&I Administration, Claims, Accounting, and internal departments
• Maintain Salesforce account records, dealer and agent lists, statuses, and territory assignments
• Administer Foundation dealer, district, regional, and territory alignments
• Coordinate claims escalations, determine resolution approaches, and track matters through closure
• Support field sales with reporting, product information, customer meeting preparation, and training
• Analyze sales, contract, and activity metrics in Power BI and Salesforce and provide recommendations to sales leadership
• Monitor customer service and sales issues through resolution
• Prioritize follow-up for past-due accounts and coordinate communications with Accounting, agents, and field sales
• Support PCRS remittance inquiries, month-end close activities, pending contract reports, and corrective actions
• Communicate contract status updates to field sales, agents, dealers, and sales leadership
• Contribute to quarterly goals and implement process improvements

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Sales Operations Specialist