Sales Operations Analyst

Aon is hiring for a Sales Operations Analyst for our AICPA group.

This is a hybrid position, based out of our Fort Washington, PA office.

As a Sales Operations Analyst, you will play a pivotal role in driving business growth and enhancing the digital experience for AICPA Member Insurance Programs. You will coordinate with Aon Business Unit Leadership, sales teams, carrier partners, and the AICPA to develop and implement integrated marketing and sales strategies. Your responsibilities will span client relationship management, digital marketing, sales operations, data analysis, and process optimization. This role is ideal for a creative, collaborative, and analytical professional who embraces technology and is passionate about delivering superior client experience.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

• Strategy & Coordination

• Collaborate with Aon leadership, CNA counterparts, and AICPA to plan and implement marketing and communication strategies aligned with brand objectives.

• Integrate marketing activities with sales strategies to support business goals and drive member participation.

• Partner with Sales Leaders and Marketing to optimize funnel metrics, sales pipelines, and digital marketing campaigns.

• Digital Marketing & Client Experience

• Leverage Salesforce and digital tools - Marketing Cloud, Google Analytics, Microsoft Clarity, Brightedge - to support sales and marketing initiatives.

• Guide the creation and promotion of content across all channels with a focus on use by sales colleagues. Ensure consistency with brand guidelines and tone.

• Analyze website and social media metrics to improve the member digital experience and grow the opt-in base.

• Support and direct social media strategy with content managers and third-party agencies to enhance sales colleagues professional/personal brand in the marketplace.

• Sales Operations & Data Analysis

• Lead UAT testing, act as a Salesforce expert, and provide CRM support to sales teams.

• Develop training materials and user documentation for marketing and sales processes.

• Organize and analyze sales and marketing data to identify trends, create efficiencies, and maximize productivity.

• Monitor digital performance, oversee reporting, and recommend corrective actions based on analytics.

• Prepare and present reports and dashboards on key metrics for leadership and carrier partners.

• Process Improvement & Compliance

• Define, build, and track optimal sales processes to improve lead quality and conversion rates.

• Proactively identify and implement process improvements based on business results and feedback.

• Ensure CRM compliance and champion digital transformation initiatives to enhance client engagement.

• Relationship Management

• Nurture relationships with internal and external stakeholders, including AICPA, state CPA societies, Territorial Administrators, and carrier partners.

• Serve as the face of Aon for external clients, maintaining professionalism and upholding brand standards.

Skills and experience that will lead to success:

• 3 to 5 year's experience in sales operations, sales management, and marketing operations.

• Strong working knowledge of CRM platforms, particularly Salesforce (Sales/Service Cloud and Marketing Cloud).

• Advanced Excel skills and experience with databases.

• Excellent communication (written and verbal) and interpersonal skills.

• Creative, analytical thinker with strong problem-solving abilities and attention to detail.

• Ability to work independently and collaboratively across teams.

• Experience in digital marketing, data analysis, and process optimization preferred.

• Ability to trend, analyze, and interpret data to drive business decisions.

Education:

• Bachelor's degree preferred

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [email protected] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $70,000 to $80,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

#LI-KH2 #LI-HYBRID 2576622

Aon is hiring for a Sales Operations Analyst for our AICPA group.

This is a hybrid position, based out of our Fort Washington, PA office.

As a Sales Operations Analyst, you will play a pivotal role in driving business growth and enhancing the digital experience for AICPA Member Insurance Programs. You will coordinate with Aon Business Unit Leadership, sales teams, carrier partners, and the AICPA to develop and implement integrated marketing and sales strategies. Your responsibilities will span client relationship management, digital marketing, sales operations, data analysis, and process optimization. This role is ideal for a creative, collaborative, and analytical professional who embraces technology and is passionate about delivering superior client experience.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

• Strategy & Coordination

• Collaborate with Aon leadership, CNA counterparts, and AICPA to plan and implement marketing and communication strategies aligned with brand objectives.

• Integrate marketing activities with sales strategies to support business goals and drive member participation.

• Partner with Sales Leaders and Marketing to optimize funnel metrics, sales pipelines, and digital marketing campaigns.

• Digital Marketing & Client Experience

• Leverage Salesforce and digital tools - Marketing Cloud, Google Analytics, Microsoft Clarity, Brightedge - to support sales and marketing initiatives.

• Guide the creation and promotion of content across all channels with a focus on use by sales colleagues. Ensure consistency with brand guidelines and tone.

• Analyze website and social media metrics to improve the member digital experience and grow the opt-in base.

• Support and direct social media strategy with content managers and third-party agencies to enhance sales colleagues professional/personal brand in the marketplace.

• Sales Operations & Data Analysis

• Lead UAT testing, act as a Salesforce expert, and provide CRM support to sales teams.

• Develop training materials and user documentation for marketing and sales processes.

• Organize and analyze sales and marketing data to identify trends, create efficiencies, and maximize productivity.

• Monitor digital performance, oversee reporting, and recommend corrective actions based on analytics.

• Prepare and present reports and dashboards on key metrics for leadership and carrier partners.

• Process Improvement & Compliance

• Define, build, and track optimal sales processes to improve lead quality and conversion rates.

• Proactively identify and implement process improvements based on business results and feedback.

• Ensure CRM compliance and champion digital transformation initiatives to enhance client engagement.

• Relationship Management

• Nurture relationships with internal and external stakeholders, including AICPA, state CPA societies, Territorial Administrators, and carrier partners.

• Serve as the face of Aon for external clients, maintaining professionalism and upholding brand standards.

Skills and experience that will lead to success:

• 3 to 5 year's experience in sales operations, sales management, and marketing operations.

• Strong working knowledge of CRM platforms, particularly Salesforce (Sales/Service Cloud and Marketing Cloud).

• Advanced Excel skills and experience with databases.

• Excellent communication (written and verbal) and interpersonal skills.

• Creative, analytical thinker with strong problem-solving abilities and attention to detail.

• Ability to work independently and collaboratively across teams.

• Experience in digital marketing, data analysis, and process optimization preferred.

• Ability to trend, analyze, and interpret data to drive business decisions.

Education:

• Bachelor's degree preferred

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [email protected] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $70,000 to $80,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

#LI-KH2 #LI-HYBRID