Sales Operations Administrator

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide administrative and operational assistance to Sales Leadership, which includes managing intricate calendars, scheduling meetings, and coordinating daily tasks.

• Organize internal meetings by preparing agendas, arranging logistics, tracking action items, and overseeing follow-up communications.

• Oversee and manage shared mailboxes, ensuring prompt responses and appropriate routing of communications.

• Maintain and update sales-related distribution lists, contact databases, and organizational directories.

• Process, monitor, and reconcile team expenses while keeping accurate records and documentation.

• Arrange travel plans, meeting logistics, and event planning activities for sales leadership and team members.

• Assist in the preparation and distribution of monthly, quarterly, and ad hoc sales reports, dashboards, and updates for leadership.

• Support the upkeep of accurate producer, leadership, and organizational contact lists.

• Compile, organize, and disseminate regional and enterprise sales metrics to aid in reporting and decision-making.

• Assist in documenting, tracking, and coordinating essential sales initiatives, programs, and projects.

• Create presentations, meeting materials, communications, and supporting documents for sales meetings, training sessions, and events.

• Coordinate timelines, deliverables, and follow-up tasks for cross-functional projects involving Sales, Marketing, Human Resources, IT, and other departments.

• Help organize regional meetings, leadership events, training sessions, webinars, and other sales-related programs.

• Manage confidential information with professionalism while ensuring accuracy and discretion.

• Identify opportunities for enhancing administrative processes, improving workflow efficiency, and increasing operational effectiveness.

⛳️ Requirements

• A minimum of 5 years of experience in sales operations, executive support, business operations, administrative coordination, or a comparable role.

• Advanced proficiency in Microsoft Office Suite, especially PowerPoint and Excel.

• Strong organizational abilities with exceptional attention to detail and accuracy.

• Proven capability to manage multiple priorities, deadlines, and projects simultaneously in a dynamic environment.

• Excellent written and verbal communication skills with the ability to engage professionally across all organizational levels.

• Strong problem-solving abilities and a proactive, solutions-oriented approach.

• Capacity to handle sensitive and confidential information with discretion and professionalism.

• Experience supporting sales teams, business leaders, or senior executives is preferred.

• Familiarity with Salesforce, ZoomInfo, LinkedIn Sales Navigator, or similar sales and CRM platforms is preferred.

• Project coordination, meeting planning, or event coordination experience is preferred.

• Experience in the insurance industry is a plus, but not mandatory.

• An Associate's or Bachelor's degree in Business Administration, Communications, Marketing, or a related field is preferred.

🏝️ Benefits

• Medical, Dental, and Vision Benefits

• Flexible Spending Account (FSA) and Health Savings Account (HSA) as well as Commuter Transit Programs

• Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life insurance

• Company-paid Employee Assistance Program

• Paid Parental Leave

• Paid holidays

• Personalized Paid Time Off (PTO)

• 401(k) plan with employer match