Who We Are
Independent for over 75 years, Milliman delivers market-leading services and
solutions to clients worldwide. Today, we are helping companies take on some of
the world’s most critical and complex issues, including retirement funding and
healthcare financing, risk management and regulatory compliance, data analytics,
and business transformation.
Milliman invests in skills training and career development and gives all
employees access to a variety of learning and mentoring opportunities. Our
growing number of Milliman Employee Resource Groups (ERG’s) are employee-led
communities that influence policy decisions, develop future leaders, and amplify
the voices of their constituents. We encourage our employees to give back to
their varied professions, including leadership in professional organizations.
Please visit our web site (https://www.milliman.com/en/social-impact
[https://www.milliman.com/en/social-impact]) to learn more about Milliman’s
commitments to our people, inclusion, and sustainability.
Through a team of professionals ranging from actuaries to clinicians, technology
specialists to plan administrators, we offer unparalleled expertise in employee
benefits, investment consulting, healthcare, life insurance and financial
services, and property and casualty insurance.
What We Do
Milliman IntelliScript is a group of a few hundred experts in fields ranging
from actuarial science to information technology to clinical practice. Together,
we develop and deploy category-defining, data-driven, software-as-a-service
(SaaS) products for a broad spectrum of insurance, health IT and life sciences
clients. We are a business unit within Milliman, Inc., a respected consultancy
with offices around the world.
IntelliScript attracts top candidates with its innovative, collaborative, and
entrepreneurial atmosphere focused on excellence, outstanding customer service,
balance, and transparency. Everyone’s opinion counts here, and we motivate each
other to explore our full and varied potential. Our steady growth means there
are ongoing opportunities for you to expand your skills, take on new
responsibilities, and advance in your career.
Our team is smart, down-to-earth, and ready to listen to your best ideas. We
reward excellence and offer competitive compensation and benefits. Visit our
LinkedIn page [https://www.linkedin.com/company/27137587] for a closer look at
our company, and learn more about our cultural values here
[https://www.rxhistories.com/our-company/#careers].
Milliman invests in skills training and career development and gives all
employees access to a variety of learning and mentoring opportunities. Our
growing number of Milliman Employee Resource Groups (ERGs) are employee-led
communities that influence policy decisions, develop future leaders, and amplify
the voices of their constituents. We encourage our employees to give back to
their varied professions, including leadership in professional organizations.
Please visit our website [https://www.milliman.com/en/social-impact] to learn
more about Milliman’s commitments to our people, diversity and inclusion, social
impact, and sustainability.
What this position entails
The Lead Sales Operations Specialist is a hands-on member of IntelliScript’s
Sales and Marketing team who will help ensure the sales organization has the
processes, tools, data, and insights needed to operate effectively and support
business growth. Working closely with Sales leadership, Account Executives,
Client Relationship Management, Marketing, Finance, and other internal teams,
this role will manage and improve day-to-day operations that accelerate revenue
growth, drive efficient and effective go to market execution, and measurable
client, partner, and prospect engagement.
The Lead Sales Operations Specialist will support and optimize sales and
marketing processes, proposal and RFP activities, CRM and prospect data
management, go to market reporting (marketing, sales, alliances, retention &
growth), performance and pipeline analytics, and workflow management. This role
will also identify opportunities to improve processes, implement and leverage
technology, establish operational standards, and develop solutions that increase
efficiency, productivity, and consistency across the go to market functions.
The ideal candidate is highly organized, analytical, and comfortable rolling up
their sleeves to get things done. This role is for someone who enjoys working
with data, solving problems, improving processes, building consensus across
stakeholders, and turning information into actionable insights. The Lead Sales
Operations Specialist will be expected to manage multiple priorities,
proactively identify opportunities for improvement, and independently take
projects from concept through execution while maintaining a high level of
accuracy and quality.
What you will be doing
Manage and optimize both day-to-day and long-range sales operations processes
and strategy
Support proposal and RFP activities, including coordination, data gathering,
and timelines
Maintain and improve CRM and prospect data
Build and maintain sales reports, dashboards, and performance analytics
Analyze go to market data and translate findings into actionable insights
Identify opportunities to streamline workflows and improve operational
efficiency
Identify and implement automation and integration opportunities to reduce
manual work and improve accuracy
Establish and maintain transparent sales operations standards, processes, and
quality controls.
Partner with Sales, Marketing, Finance, Client Relationship Management, and
other teams on cross-functional initiatives
Lead projects from concept through execution and ensure deliverables are
completed accurately and on time
Support leadership with reporting, analysis, and insights to inform business
decisions
What we need
Bachelor’s degree in any field
7+ years of experience in sales operations, sales analytics, business
operations, finance, or a related analytical field
Strong analytical and problem-solving skills, with the ability to translate
data into actionable insights
Experience working with CRM systems with a focus on enterprise B2B SaaS;
Salesforce experience; and adjacent integrations
Strong attention to detail and commitment to data accuracy
Demonstrated ability to manage multiple projects and priorities in a matrixed
environment
Ability to handle confidential and sensitive information, preferably in
regulated industries such as information subject to HIPAA, FCRA and other
regulatory environments
What you bring to the table
Highly organized and detail-oriented, with the ability to manage multiple
priorities, projects, and timelines while maintaining a high level of
accuracy and quality
Proactive, self-motivated, and outcome-oriented, with the ability to identify
challenges, take ownership, and work collaboratively to drive issues through
resolution
Strong analytical and business acumen, with the ability to analyze sales,
marketing and financial data to identify trends and insights, and clearly
communicate findings and recommendations to internal stakeholders and
leadership
Results-oriented with the ability to connect data, analysis, and insights to
business objectives and sales outcomes
Comfortable working within established processes while proactively
identifying opportunities to streamline workflows, improve efficiency, and
strengthen sales operations
Able to work independently with minimal supervision while collaborating
effectively across Sales, Marketing, Finance, Client Relationship Management,
and other cross-functional teams
Excellent written and verbal communication skills, with the ability to
communicate complex information clearly and effectively with colleagues,
leadership, clients, and prospects
Comfortable working directly with clients and prospects to understand their
needs, explain processes or system capabilities, and provide appropriate
technical or operational guidance
Adaptable, resilient and a curiosity for continuous learning, with the
ability to quickly understand and apply new technologies, systems, tools, and
techniques
Thrives in a collaborative, fast-paced environment where initiative,
accountability, sound judgment, and a strong work ethic are valued
Wish list
Experience in an enterprise B2B or SaaS environment is a plus
Experience in regulated industries
Location
The expected application deadline for this job is January 31, 2027. This
position is open to remote work anywhere in the US. Applicants must be willing
to travel to the Milliman office in Brookfield, WI as needed and travel
nationwide for meetings, conferences, and team events.
The overall salary range for this role is $78,800 to $177,675.
For candidates residing in:
Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New
Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of
Columbia:
$90,620 - $145,130 if overall experience is less than 10 years; and
$107,755 - $177,675 for experience greater than 10 years.
All other states:
$78,800 - $126,200 if overall experience is less than 10 years; and
$93,700 - $154,500 for experience greater than 10 years.
A combination of factors will be considered, including, but not limited to,
education, relevant work experience, qualifications, skills, certifications,
etc.
Milliman Benefits
We offer a comprehensive benefits package designed to support employees’ health,
financial security, and well-being. Benefits include:
Medical, Dental and Vision – Coverage for employees, dependents, and domestic
partners
Employee Assistance Program (EAP) – Confidential support for personal and
work-related challenges
401(k) Plan – Includes a company matching program and profit-sharing
contributions
Discretionary Bonus Program – Recognizing employee contributions
Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care,
transportation, and eligible medical expenses
Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time
employees accrue 15 days per year, and employees working less than full-time
accrue PTO on a prorated basis
Holidays – A minimum of 10 paid holidays per year
Family Building Benefits – Includes adoption and fertility assistance
Paid Parental Leave – Up to 11 weeks of paid leave for employees who meet
eligibility criteria
Life Insurance & AD&D – 100% of premiums covered by Milliman
Short-Term and Long-Term Disability – Fully paid by Milliman
#IntelliScript #LI-REMOTE #LI-LA1
Equal Opportunity
All qualified applicants will receive consideration for employment, without
regard to race, color, religion, sex, sexual orientation, national origin,
disability, or status as a protected veteran.