About ClaimInformatics
ClaimInformatics is a payment integrity and fiduciary compliance company based in Bloomfield, Connecticut. We serve self-funded employer health plans, third-party administrators (TPAs), captive insurance programs, and Taft-Hartley funds.
The role
This role supports the sales process and ensures the right follow-ups happen. You will keep every conversation moving after a meeting ends: sending follow-up emails and documents, booking the next meeting, keeping Zoho CRM accurate, and ensuring new clients have a smooth handoff between teams.
We are looking for a go-getter who acts without waiting to be asked and isn't afraid of making mistakes along the way.
What you do
Follow-up and scheduling
• Send follow-up emails and documents after external meetings
• Coordinate meetings and schedules, including booking follow-up meetings
• Check in on stalled deals to confirm whether each is still active
CRM, pipeline, and reporting
• Maintain CRM and sales data in Zoho
• Coordinate sales tools, systems, and processes
• Track opportunities through the sales process
• Prepare pipeline reviews for the CEO
• Create sales reports and dashboards
Contracts and documentation
• Manage contracts and sales documentation
Onboarding and handoff
• Support customer and account setup
• Track customer onboarding activities
• Ensure a smooth handoff between teams, including kickoff scheduling
Sales support
• Respond to internal sales support requests and handle routine reporting and administrative tasks
You may also
• Prepare for meetings with the CEO, including prep calls and materials
• Log meeting notes in Zoho
• Manage follow-ups as Zoho Tasks and keep a dated next step on every active deal
• Support forecasting and pipeline tracking
• Assist with commissions and sales metrics, including the monthly reconciliation with Finance
• Prepare materials for leadership reviews
• Assist with proposals, customer paperwork, presentations, and sales materials
• Support trade shows and events
What success looks like
90 days - Schedules follow-ups independently and maintains Zoho.
12 months - Begins providing BDR support by pre-qualifying opportunities and scheduling initial calls.
18–24 months - Takes on forecasting and begins providing account management support.
Salary Range
The base salary for this role is $60,000 per year, plus uncapped variable compensation tied to the deals you help close.
Benefits
• Health insurance
• Paid time off (PTO)
• 401(k)
• Computer equipment provided
Who you are
In order of importance:
1. Relentless follow-through. Nothing falls through the cracks.
2. Proactive. You don't wait to be asked.
3. Detail-oriented. You get the particulars right.
Requirements
Education and experience
• Bachelor’s degree
• 1–3 years of experience in sales support and CRM operations
• Experience supporting a sales team or senior executive in a B2B environment
Required skills
• Proficiency with scheduling tools, including Outlook and Teams
• Experience with contracts and document management
• Clear, professional business writing for client-facing follow-up emails
• Ability to work remotely and manage your own workload
Preferred
• Zoho CRM experience (experience with other CRMs, such as Salesforce or HubSpot, will be considered)
• Experience in healthcare, employee benefits, TPAs, or insurance
• Excel and reporting skills
• Familiarity with HIPAA and handling sensitive health information
We will train on Zoho CRM, healthcare and self-funded benefits, and Excel reporting.
Sales Operations Specialist in remote at Unknown Company
This position is listed as contract and able to be worked remotely.