Sales Operations Specialist Jobs in Pennsylvania
Sales Operations Specialist jobs in Pennsylvania are in active demand, concentrated in financial services, healthcare, technology, and manufacturing sectors, with openings at every level from entry-level coordinator through senior director of sales operations. Philadelphia, Pittsburgh, and Allentown account for the largest share of postings, where employers like Comcast, UPMC, and Lincoln Financial Group have built substantial sales operations teams. The most sought-after specialties in Pennsylvania are CRM administration, revenue operations analytics, and sales process improvement. Find a role that fits below and apply directly.
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Showing 5 of 8+ Sales Operations Specialist jobs
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.
If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.
Our Newest Opportunity:
Overview
The Sales Operations Support Specialist will provide day-to-day administrative and operational support to the Sales Operations & Strategy Manager and the broader Sales, New Business, and Retention teams. This role assists in keeping our sales systems, data, and processes running smoothly — supporting the Sales Operations & Strategy Manager who leads and owns these functions. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment where accuracy and follow-through matter.
Essential Duties and Responsibilities
CRM & Pipeline Support
- Assist with data entry, record updates, and routine data cleanup tasks in D365 as directed by the Sales Operations & Strategy Manager
- Help flag stale or incomplete opportunity records for the Manager's review and action
- Support bulk data uploads and contact list management as assigned
New User Setup & System Access
- Assist with onboarding new users across sales tools including D365, Spark, MiEdge, and other platforms
- Coordinate with IT and system administrators to ensure proper access and licensing is in place for new producers and staff
- Support troubleshooting efforts when end users experience system access or functionality issues
Meeting & Training Coordination
- Coordinate internal team meetings, trainings, and check-ins with producers, carriers, vendors, and internal stakeholders
- Manage scheduling logistics, agendas, and follow-up documentation for recurring and ad hoc meetings
- Assist in organizing and preparing materials for training sessions on sales tools and processes
Marketing & RFP Support
- Help coordinate administrative tasks between the sales team and the marketing department on requests, campaigns, and deliverables
- Assist with the RFP process by helping gather information, tracking deadlines, and organizing submission materials as directed — not leading or owning submissions
- Help prepare and organize supporting materials for finalist presentations and client-facing documents
General Administrative Support
- Provide day-to-day administrative support to the Sales, New Business, and Retention team management
- Assist with scheduling, meeting coordination, and follow-up documentation across teams
- Support special projects and data initiatives as assigned by the Sales Operations & Strategy Manager
- Assist with contest tracking, event coordination, and logistics in support of sales enablement programs and team initiatives
Qualifications, Skills & Requirements
- Well-organized, detail-oriented, and able to manage multiple priorities simultaneously
- Strong written and verbal communication skills
- Comfortable working in a support capacity — able to take direction and execute tasks with accuracy and follow-through
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Prior experience with CRM systems (D365 preferred) is a plus
- Experience in insurance, employee benefits, or a broker agency environment is a plus
- Familiarity with tools such as MiEdge, Spark, or Outreach is a plus but not required
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.
If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.
Our Newest Opportunity:
Overview
The Sales Operations Support Specialist will provide day-to-day administrative and operational support to the Sales Operations & Strategy Manager and the broader Sales, New Business, and Retention teams. This role assists in keeping our sales systems, data, and processes running smoothly — supporting the Sales Operations & Strategy Manager who leads and owns these functions. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment where accuracy and follow-through matter.
Essential Duties and Responsibilities
CRM & Pipeline Support
- Assist with data entry, record updates, and routine data cleanup tasks in D365 as directed by the Sales Operations & Strategy Manager
- Help flag stale or incomplete opportunity records for the Manager's review and action
- Support bulk data uploads and contact list management as assigned
New User Setup & System Access
- Assist with onboarding new users across sales tools including D365, Spark, MiEdge, and other platforms
- Coordinate with IT and system administrators to ensure proper access and licensing is in place for new producers and staff
- Support troubleshooting efforts when end users experience system access or functionality issues
Meeting & Training Coordination
- Coordinate internal team meetings, trainings, and check-ins with producers, carriers, vendors, and internal stakeholders
- Manage scheduling logistics, agendas, and follow-up documentation for recurring and ad hoc meetings
- Assist in organizing and preparing materials for training sessions on sales tools and processes
Marketing & RFP Support
- Help coordinate administrative tasks between the sales team and the marketing department on requests, campaigns, and deliverables
- Assist with the RFP process by helping gather information, tracking deadlines, and organizing submission materials as directed — not leading or owning submissions
- Help prepare and organize supporting materials for finalist presentations and client-facing documents
General Administrative Support
- Provide day-to-day administrative support to the Sales, New Business, and Retention team management
- Assist with scheduling, meeting coordination, and follow-up documentation across teams
- Support special projects and data initiatives as assigned by the Sales Operations & Strategy Manager
- Assist with contest tracking, event coordination, and logistics in support of sales enablement programs and team initiatives
Qualifications, Skills & Requirements
- Well-organized, detail-oriented, and able to manage multiple priorities simultaneously
- Strong written and verbal communication skills
- Comfortable working in a support capacity — able to take direction and execute tasks with accuracy and follow-through
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Prior experience with CRM systems (D365 preferred) is a plus
- Experience in insurance, employee benefits, or a broker agency environment is a plus
- Familiarity with tools such as MiEdge, Spark, or Outreach is a plus but not required
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
See All 8 Sales Operations Specialist Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find JobsSales Operations Specialist Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Sales Operations Specialist Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Automotive
What Pennsylvania Employers Look For
The qualifications that appear most often in sales operations specialist jobs across Pennsylvania.
- Bachelor's degree in business administration, marketing, or a related field required
- Proficiency in CRM platforms such as Salesforce or Microsoft Dynamics
- Experience supporting sales pipeline management and forecasting processes
- Strong analytical skills with demonstrated Excel or Tableau reporting ability
- Ability to collaborate cross-functionally with sales, finance, and marketing teams
- Familiarity with sales enablement tools and revenue operations best practices
Sales Operations Specialist Jobs in Pennsylvania: Frequently Asked Questions
How do you become a sales operations specialist in Pennsylvania?
A bachelor's degree in business, marketing, finance, or a related field is the standard entry point for sales operations specialist roles in Pennsylvania. The role carries no state-issued license or registration requirement. Pennsylvania employers, particularly those in Philadelphia's financial services corridor and Pittsburgh's technology and healthcare sectors, consistently prioritize candidates with hands-on CRM experience, exposure to sales reporting, and demonstrated ability to work across sales and finance teams.
Which companies hire sales operations specialists in Pennsylvania?
Employers hiring sales operations specialists in Pennsylvania right now include Medlogix, OneDigital, and Truck-Lite, based on current listings on Migrate Mate as of November 2026. Pennsylvania's concentration of large financial services firms, integrated health systems, and regional technology companies makes it one of the more active states for this role in the Northeast.
Which Pennsylvania cities have the most sales operations specialist jobs?
Pittston, Erie, and Berwyn have the most sales operations specialist openings in Pennsylvania. Philadelphia dominates because of its dense concentration of financial services, insurance, and enterprise technology employers, while Pittsburgh's growing healthcare and software sectors drive demand there, and Allentown's base of regional headquarters and distribution-oriented companies accounts for additional openings in the Lehigh Valley.
Are there remote sales operations specialist jobs in Pennsylvania?
Yes, and more than most fields. Sales operations is an analytical and systems-focused desk role, which makes it well suited to remote and hybrid arrangements. About 67% of sales operations specialist openings tied to Pennsylvania are remote or hybrid as of November 2026, reflecting broader flexibility across the role. Functions like CRM administration, reporting, and forecasting are the most consistently remote, while onboarding support and in-person sales team collaboration tend to require some on-site presence.
How can I get hired as a sales operations specialist in Pennsylvania with little or no experience?
The most realistic entry path is moving laterally from a sales coordinator, business analyst, or inside sales role within a Pennsylvania employer that already uses Salesforce or a comparable CRM. Large Philadelphia-area employers in financial services and insurance, as well as Pittsburgh-based health systems like UPMC and Highmark, regularly post sales support or operations associate roles that serve as structured entry points. Building a Salesforce Administrator credential and demonstrating Excel or data visualization skills gives candidates a concrete edge when competing for these associate-level positions.
Where can I find and apply to sales operations specialist jobs in Pennsylvania?
You can find and apply to sales operations specialist jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings updated on an ongoing basis. Find roles that fit your experience and location preferences and apply directly to each one.
See All 8 Sales Operations Specialist Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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