The Manager, Sales RFP Operations oversees sales support, fosters communication with various departments, and drives RFP process improvements to meet sales goals.
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Manager, R&W Sales Operations, will report to the Managing Director or Director on Sales Strategy & Enablement in the Retirement and Wealth Sales department. This role is responsible for building business in the national accounts, middle markets, small group markets, distribution channel, and specialty products areas for existing channels, broker led, and plan sponsor led deals. They are also responsible for providing guidance regarding our responses and the success of those responses in tandem with overall analysis regarding our capabilities. Their goal is to meet customer needs and help them make better decisions and about their retirement services provider.
Duties & Responsibilities:
• Identify opportunities for sales support to streamline entire sales process along with measure activities' results
• Perform as primary liaison to Product Development, Operations, IT, Legal and Marketing
• Secure resources as requested by Sales Team and Account Manager to assist sales process
• Manage internal/external communication regarding the RFP process
• Determine when updates are required for RFP activities
• Ensure tactics are aligned with revenue targets along with future growth targets
• Work to ensure that efforts are focused on growing and assisting in meeting sales goals and targets
• Support Sales, Marketing, and Account Management
• Manage Salesforce activities regarding RFP/RFI responses
• Track RFP success rates, analyze data and determine different approaches to ensure higher win rates
• Utilize Salesforce to report on success rates
Preferred Qualifications
Education & Experience:
• 5-7 total years of experience, 2-5 years of experience in retirement or financial services
• Bachelor's Degree preferred
Skills & Abilities:
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM is required
Compensation & Benefits
$76,000-$90,000 per year
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Manager, R&W Sales Operations, will report to the Managing Director or Director on Sales Strategy & Enablement in the Retirement and Wealth Sales department. This role is responsible for building business in the national accounts, middle markets, small group markets, distribution channel, and specialty products areas for existing channels, broker led, and plan sponsor led deals. They are also responsible for providing guidance regarding our responses and the success of those responses in tandem with overall analysis regarding our capabilities. Their goal is to meet customer needs and help them make better decisions and about their retirement services provider.
Duties & Responsibilities:
• Identify opportunities for sales support to streamline entire sales process along with measure activities' results
• Perform as primary liaison to Product Development, Operations, IT, Legal and Marketing
• Secure resources as requested by Sales Team and Account Manager to assist sales process
• Manage internal/external communication regarding the RFP process
• Determine when updates are required for RFP activities
• Ensure tactics are aligned with revenue targets along with future growth targets
• Work to ensure that efforts are focused on growing and assisting in meeting sales goals and targets
• Support Sales, Marketing, and Account Management
• Manage Salesforce activities regarding RFP/RFI responses
• Track RFP success rates, analyze data and determine different approaches to ensure higher win rates
• Utilize Salesforce to report on success rates
Preferred Qualifications
Education & Experience:
• 5-7 total years of experience, 2-5 years of experience in retirement or financial services
• Bachelor's Degree preferred
Skills & Abilities:
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM is required
Compensation & Benefits
$76,000-$90,000 per year
Top Skills
Excel
Microsoft Outlook
Microsoft Word
Salesforce
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