Sales Operations Analyst

Director of Recruiting at Keystone Agency Partners

Direct message the job poster from Keystone Agency Partners

About Keystone Agency Partners

Founded in 2020, Keystone Agency Partners (KAP) is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. KAP provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long‑term value.

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Position Summary:

Reporting to the Vice President of Sales Effectiveness (VPSE), the Sales Operations Analyst will play a critical role in supporting sales performance through data analysis, reporting, and process optimization. This role requires strong analytical skills, advanced Excel capabilities, and experience with data visualization tools such as Power BI. Familiarity with AI‑driven tools or building AI agents is a plus, as the position will involve exploring automation opportunities to enhance sales effectiveness.

The Analyst will collaborate cross‑functionally with sales leadership, marketing, data & analytics, and operations to deliver actionable insights and improve efficiency.

Key Responsibilities:

• Develop and maintain advanced Excel models for sales performance tracking, forecasting, and KPI reporting.
• Build and manage dashboards in Power BI to visualize sales trends and performance metrics for leadership and agency partners.
• Analyze large datasets to identify patterns, opportunities, and areas for improvement in sales processes.
• Partner with VPSE to design and implement data‑driven strategies that improve sales effectiveness and operational efficiency.
• Explore and support automation initiatives, including leveraging AI tools or building AI agents to streamline reporting and workflows.
• Assist in onboarding new sales personnel onto our sales tools and ensure accurate data capture for reporting purposes.
• Prepare presentations and reports for senior leadership, providing clear insights and recommendations based on data analysis.
• Support ad hoc projects related to sales operations and enablement as assigned by VPSE.

Required Qualifications:

• Bachelor’s degree in Business, Finance, Data Analytics, or related field.
• 2+ years of experience in sales operations, business analytics, or a similar role.
• Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, macros).
• Ability to travel up to 20%.
• Ability to pass a criminal background check, as permitted by law.

Preferred Qualifications:

• Experience with Power BI or similar data visualization tools.
• Familiarity with AI tools or basic experience in building AI‑driven workflows.
• Insurance industry experience is a plus.
• Strong analytical and problem‑solving skills with attention to detail.
• Ability to influence and collaborate effectively across virtual teams.
• Excellent communication skills for presenting data‑driven insights to non‑technical stakeholders.
• Sales Process Knowledge:
  Understanding of lead management, pipeline stages, and revenue forecasting.
• Project Management:
  Ability to manage multiple initiatives, prioritize tasks, and meet deadlines.
• Change Management:
  Experience implementing new tools or processes and driving adoption across teams.
• Financial Acumen:
  Comfort with revenue metrics, commission structures, and profitability analysis.

Hybrid Work Environment: Preference for candidates based in Cleveland or Columbus, OH, with up to 20% travel required

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third‑party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Key Job Details:

• Seniority level:
  Associate
• Employment type:
  
  Full‑time
• Job function:
  Analyst and Strategy/Planning
• Industries:
  Insurance and Insurance Agencies and Brokerages