Apply insurance-industry expertise to client proposals or service planning, developing solutions, relationships and strategies that support recurring-revenue businesses.
About this role
Solvvy is recruiting a planning specialist to improve sales productivity. The role converts practices that depend on individual experience into shared processes supported by data and tools.
Responsibilities include analysing current sales activity, identifying bottlenecks and proposing changes to improve conversion. The specialist extracts successful methods, creates manuals and introduces tools so that the wider team can use them. Sales administration, management-accounting updates and accurate data preparation support operational decisions. The work includes helping new processes take hold in practice.
Applicants need sales experience involving customer negotiations, practical use of Excel functions for data aggregation and analysis, and the ability to build agreement across internal and external stakeholders. CRM customisation and operation are desirable.
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