Sales Operation Specialist- Ft. Washington, PA

Aon is currently looking for a Sales Operations Specialist- Fort Washington, PA

This position is essential to improving sales efficiency, reducing cycle times, and creating a smoother experience for both prospects and internal teams. By ensuring leads are well-prepared and administrative follow-ups are handled consistently, this role allows sales representatives to focus on high-value client interactions and growth activities.

This position supports Aon Affinity - Accountant's program. This is a hybrid role.

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

The Sales Support & Lead Coordination Specialist plays a critical role in supporting the sales team by managing administrative and pre-sales activities that help move opportunities forward efficiently. This role serves as a key liaison between prospects, internal teams, and sales representatives ensuring timely follow-up on payments, outstanding documentation, and lead readiness-so sales representatives can stay focused on relationship management and closing business.

DUTIES AND RESPONSIBILITIES:

Sales Support & Follow-Up

• Support assigned sales representatives by tracking and following up on outstanding payments, required forms, and documentation needed to advance or finalize opportunities.
• Coordinate with internal operations, underwriting, or accounting teams to ensure required information is received, complete, and properly logged.
• Monitor open items and proactively escalate delays or issues that may impact sales timelines.

Lead Review & Sales Preparation

• Review incoming leads to ensure completeness, accuracy, and readiness for sales engagement.
• Verify required data (e.g., firm details, contact information, required disclosures or applications) prior to sales outreach.
• Prepare and organize lead information in CRM systems to support effective and timely sales actions.
• Flag missing information or potential issues and coordinate resolution before sales handoff.

Sales Enablement & Coordination

• Assist in maintaining accurate CRM records, including lead status updates, activity tracking, and documentation uploads.
• Support sales pipeline hygiene by ensuring leads and opportunities are properly staged, documented, and current.
• Prepare basic summaries, checklists, or handoff notes to enable sales reps to engage prospects effectively.
• Serve as a point of contact for routine prospecting or internal inquiries related to documentation, payment status, or next steps.

Skills and experience that will lead to success

Required Qualifications

• High school graduate, Bachelor's Degree preferred.
• 2+ years of experience in sales or sales support, operations, administrative, or customer-facing role.
• Strong organizational skills with the ability to manage multiple follow-ups and competing priorities.
• High attention to detail and ability to identify missing or inconsistent information.
• Comfort working in CRM systems (e.g., Salesforce or similar platforms).

MINIMUM EDUCATION:

Preferred Skills & Attributes

• Experience supporting sales teams in insurance, financial services, professional services, or B2B environments.
• Strong written and verbal communication skills for coordinating with internal teams and external contacts.
• Proactive, solutions-oriented mindset with a strong sense of ownership and accountability.
• Ability to work independently in a fast-paced, deadline-driven environment.

• Working knowledge of CRM platforms, particularly Salesforce (Sales/Service Cloud).
• Advanced Excel skills and experience with databases.

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 ReasonableAccommodations@Aon.com 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.

Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $55,000 to $65,000 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.

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.

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