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About the Role

The Health, Wealth and Career (HWC) business segment at WTW impacts millions by addressing health, financial wellbeing, and work complexities. The Sales Operations team within HWC focuses on building a robust sales infrastructure to drive growth and enhance client experience. This role specifically supports the Health & Benefits (H&B) North America business, offering a significant career advancement opportunity.

Responsibilities

Partner with the H&B NA Region Leader to support regional growth and client retention through pipeline management, reporting, and data insights.
Assist the H&B NA Region Leader with account planning, at-risk client processes, and targeting/segmentation analysis.
Support H&B sellers by addressing process inquiries, troubleshooting tools, aiding client onboarding, and maintaining CRM data quality.
Facilitate client input and interview processes to boost participation and leadership awareness of client feedback.
Promote the adoption of sales operations tools and processes within the region and suggest improvements to the global team.
Collaborate with H&B NA lead generation colleagues on data and process matters.
Coordinate H&B NA sales operations processes across regions under the HWC NA Sales Operations Leader's guidance, working with other specialists to ensure consistency and share best practices.
Integrate AI and automation into daily tasks and adapt to evolving business and sales operations needs.
Support HWC Global Sales Operations priority initiatives and special projects as needed.

Requirements

Strong pipeline management, reporting, and data insights capabilities.
Experience with account planning, at-risk client processes, and targeting/segmentation analysis.
Proficiency in supporting sales teams with process questions, tool troubleshooting, client onboarding, and CRM data hygiene.
Ability to facilitate client input and interview processes.
Experience driving adoption of sales tools and processes.
Collaboration skills with lead generation teams.
Capability to coordinate sales operations processes across regions.
Familiarity with AI and automation in a business context.
Experience supporting global sales operations initiatives and special projects.

Skills

Pipeline Management
CRM Data Quality
Account Planning
Sales Enablement
Client Onboarding
Reporting
Data Insights
Targeting/Segmentation Analysis
Process Improvement
AI and Automation

Location

North America

Work Type

Full-time

Experience Level

Manager

About the Company

WTW's Health, Wealth and Career (HWC) business segment makes a difference to the health, financial wellbeing and work of millions of people.
We do this by sorting through complexity and challenging the status quo to find inspired answers.
You will be part of our HWC Sales Operations team which is responsible for creating an effective and efficient sales infrastructure to drive accelerated growth and an outstanding client experience.