Sales Operations Analyst

Location: Orange, California US


This position is no longer open.

Job Number: 4994

Workplace Type: Hybrid Remote

Position Title: Sales Operations Analyst

External Description:

Position Summary: 

The Sales Operations Analyst is responsible for overseeing multiple areas of communications with Alignment contracted agents/agencies. This includes timely research response to email requests from agents/agencies and other Sales Operations staff. The Sales Operations Analyst will also work closely with the Sales and Commission Analyst to research to ensure the timely processing of commission payments for the sales field and broker agents as commission. The Sales Operations Analyst will also be the sales and commissions primary point of contact with a variety of entities including but not limited to: Sales Agencies (FMO/GA’s), Sales Executives. The Sales Operations Analyst will work closely with our Partner Experience Representatives on escalated agent/agency issues. Requires an innovative self-starter with proven track record, drive, initiative, and experience managing relationships with both internal and external clients. Lastly, this role will require proficient skills in Excel – including working and building macros and data validation.

General Duties/Responsibilities (May include but are not limited to): 

  • Manage client, agency, and consultant relationships including timely follow up and responses to agent/agency email inquiries.
  • Support Sales Operations team with maintenance related to agent onboarding – includes validating documents such as AHIP, E&Os and license(s), updating agent profile with corresponding term dates when applicable.
  • Monthly verification of Agent licensure on the DOI website to ensure that each broker that is active. Notates this in the broker profile.
  • Project management and tracking of compensation trend reports for all field and broker agents.
  • Responsible for providing customer service to all broker agents as well as internal field sales.
  • Calculate, adjust, and process compensation payments for broker in an accurate /timely fashion.
  • Maintain and update yearly commission rates based on CMS Agent Compensation memos.
  • Assess existing compensation processes for opportunities, deficiencies, compliance adherence and refinement.
  • Analyze and summarize company sales trends to support sales initiatives for various sale seasons.
  • Evaluate and improve systemic processes in departments to increase business efficiency.
  • Conduct project pilot-testing to assess user adaptability and acceptance with stakeholders.
  • Maintains ownership over day-to-day sales reporting including pulling data from various sources, synthesizing actionable business insights, and presenting sales findings.
  • Deliver automated sales reports to upper management on an adhoc basis.
  • Deliver monthly, weekly, and daily sale reports to track company growth trends.
  • Create, implement, and monitor special incentive programs and deliverables during each quarter.
  • Other tasks as assigned by manager



Minimum Requirements: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Minimum Experience:
    1. Minimum of two years of health plan experience preferred.
    2. 2+ years of analytical healthcare experience or equivalent preferred.
    3. Experience working with the sales organization along with finance, IT, and accounts payable preferred.
  2. Education/Licensure:
    1. Bachelor or Associate Degree preferred; high school diploma or equivalent required
  3. Other:
    1. Extremely organized, detail driven and a self-starter.
    2. Exceptional computer skills (Word, Excel, and PowerPoint).
    3. Understanding sales compensation process and analysis
    4. Strong problem solving and analytical skills with minimum direction
    5. Ability to work well with staff and with minimal direction.
    6. Excellent oral and written communication skills
    7. Able to quickly adapt to new technologies and process improvement change
    8. Ability to navigate multiple assignments and understand the ever-changing Medicare environment.
    9. Computer proficiency, including Microsoft Office suite (emphasis on advance excel skills), as well as the use of internet, web-based applications.
    10. Bilingual English/Spanish preferred.
  4. Work Environment 
    1. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Essential Physical Functions: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

  1. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.
  2. The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

City: Orange

State: California

Location City: Orange

Location State: California

Community / Marketing Title: Sales Operations Analyst

Company Profile:

By leveraging our world-class technology platform, innovative care delivery models, deep physician partnerships and our serving heart culture, Alignment Health is revolutionizing health care for seniors! From member experience professionals and clinicians, to data scientists and operations leaders, we have built a talented and passionate team that is deeply committed to our mission of transforming health care for the seniors we serve. Ready to join us?

At Alignment, delivering exceptional care to seniors starts with ensuring an exceptional experience for our over 1,300 employees. At the center of our employee experience is a culture where employees at all levels and across all teams are encouraged to share their unique ideas and perspectives. After all, when you can bring your authentic self to work, whether that’s in a clinical setting, our corporate office or a home office, creativity and innovation flourish! Another important part of the Alignment culture is a belief in continuous learning and growth. As a result, in this fast-growing company, you will find ample support to grow your skills and your career – with us.

EEO Employer Verbiage:


Please note: All clinical positions are contingent upon successful engagement with Alignment Health’s COVID-19 Vaccination program (fully vaccinated with documented proof or approved exception/deferral).

Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].