Innovu is a growing Pittsburgh, PA-based data analytics company providing comprehensive solutions that enable advisors and their employer clients to optimize their benefits strategy, human capital risk management, and health benefit design.
Overview
Innovu's Field Operations Analyst provides the infrastructure and support behind the full client lifecycle — from pre-sales and sales enablement, to a clean hand-off into Operations, and ongoing reporting that supports Client Experience (CX) in managing client health, retention, and upsell opportunity. This role reports to the Director of CX Operations and works cross-functionally with Managing Directors, Directors of Strategic Partnerships, Sales, Finance, Marketing, Project Management, and Operations to keep the client lifecycle running smoothly and the data behind it clean and reliable.
Key Responsibilities
Sales & Field Support
Manage, coordinate, and produce Sales forecasting, Sales Performance analytics (KPIs: Activities, Pipeline, sales reports), cross-functional team items (Onboarding, Annual Recurring Revenue), and ad hoc items (conference follow-up tasks) for Biweekly Territory Calls with Managing Directors (MDs)
Manage the Quarterly Territory Rotation with Executive Sales Leadership & MDs
Review completed activity, current pipeline, and alignment with MDs’ yearly business plan
Support Managing Directors in underwriting sales opportunities and responding to Requests for Proposals (RFPs)
Support Managing Directors and Directors of Strategic Partnerships in generating lead qualifications and identifying KAM employer accounts for upsell
Generate sales Order Forms (OF) and manage Good Order collection (OF + Pre-Implementation Checklist) through to completion
Provide a weekly report to leadership on New & Aged OF/PIC status
Utilize CRM to streamline OF generation for new clients, new data feeds, and point solution requests
Coordinate paperwork for client renewals
Assist in client change/termination/retention tracking within CRM (Zoho)
Train Managing Directors on the CRM (Zoho) and additional Sales Tools (Seismic, ZoomInfo, Miedge, etc.), including tool maintenance and keeping client information current
Client Lifecycle Data Integrity & Hand-Off to Operations
Own the data integrity checkpoint between Sales and Operations — ensuring the field (Managing Directors, Inside Wholesalers) is following defined wireframes and procedures and properly leveraging CRM/intake tools throughout the client lifecycle
Partner with Operations to ensure a clean, complete hand-off of client data and documentation at each stage of the lifecycle
Identify and escalate process or data gaps that put a clean hand-off at risk, and support process refinement to close them
Client Health, Retention & Upsell Reporting
Own and produce ongoing client health and retention reporting for CX leadership
Analyze client engagement and account data to identify upsell and expansion opportunity, flagging KAM employer accounts for MDs and Directors of Strategic Partnerships
Partner with CX to translate client health findings into action for retention and growth conversations
Technical Support
Manage and develop CRM (Zoho) capabilities to capture new business needs for better documentation and streamlining
Manage and develop CRM (Zoho) dashboards to improve visibility for Sales, MD, and client health analysis
Cross-Functional Liaison Between Departments
Serve as liaison between Field Operations, Sales, Marketing, Finance, Operations, and CX
Ensure the marketing collateral repository stays current with sell sheets, case studies, and pricing; hold a recurring meeting with Marketing on repository/distribution items for the Sales team
Assist in executing marketing requests related to sales operations
Assist in the deployment of new product/functionality to the sales team
Qualifications
Required:
Bachelor's degree or equivalent experience
Minimum of 3+ years of experience in sales support, operations support, and/or reporting analyst responsibilities
Self-starter with strong organizational skills and attention to detail
In-depth understanding of the sales process and client lifecycle
Strong written and verbal communication skills
Experience using and managing a CRM system (e.g. Zoho, Salesforce, HubSpot, Monday)
Proficiency with Microsoft 365 (Outlook, Excel, Teams)
Advanced Excel knowledge
Desire to become part of and help create our extraordinary culture
Bonus Qualifications:
Prior experience in the technology, benefits consulting, healthcare, insurance, or pharmaceutical industry
Work experience in an entrepreneurial environment, particularly a startup or early growth company
What We Offer
Mission-driven culture where your contributions have real impact
Flexible work arrangements
Collaborative work environment
Growth and advancement opportunities
Low cost medical, dental, and vision insurance
401(k) plan with an employer match
Company paid life insurance, short-term disability, and long-term disability coverage
Paid time off
Paid parental leave
And more!
Compensation will be determined based on the candidate's qualifications and location at the time of offer.