Sales Operations Administrator

🕒 Junho 6

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Patriot Growth Insurance Services, LLC

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2019

💸 Finanças

🤝 B2B

💰 Debt Financing em 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC é um provedor líder de soluções de gestão de riscos e seguros, focado em promover o crescimento dos negócios e proteger metas pessoais. Com um compromisso em oferecer um serviço incomparável, eles capacitam corretores locais a oferecer opções de seguro abrangentes, adaptadas para atender às diversas necessidades de empresas e indivíduos. Ao aproveitar uma vasta rede de parceiros nacionais, eles se especializam em property & casualty e benefícios para funcionários, garantindo que seus clientes recebam a proteção e o suporte necessários para perseguir seus objetivos com confiança.

Descrição

• Provide administrative and operational support to Sales Leadership, including managing complex calendars, scheduling meetings, and coordinating daily activities. • Coordinate internal meetings by preparing agendas, organizing logistics, tracking action items, and managing follow-up communications. • Monitor and manage shared mailboxes, ensuring timely responses and proper routing of communications. • Maintain and update sales-related distribution lists, contact databases, and organizational directories. • Process, track, and reconcile team expenses while maintaining accurate records and documentation. • Coordinate travel arrangements, meeting logistics, and event planning activities for sales leadership and team members. • Assist with the preparation and distribution of monthly, quarterly, and ad hoc sales reports, dashboards, and leadership updates. • Support the maintenance of accurate producer, leadership, and organizational contact lists. • Compile, organize, and distribute regional and enterprise sales metrics to support reporting and decision-making. • Assist with documenting, tracking, and coordinating key sales initiatives, programs, and projects. • Develop presentations, meeting materials, communications, and supporting documentation for sales meetings, trainings, and events. • Coordinate timelines, deliverables, and follow-up activities for cross-functional projects involving Sales, Marketing, Human Resources, IT, and other departments. • Assist with organizing regional meetings, leadership events, training sessions, webinars, and other sales-related programs. • Handle confidential information with professionalism while maintaining accuracy and discretion. • Identify opportunities to improve administrative processes, workflow efficiency, and operational effectiveness.

🎯 Requisitos

• 5+ years of experience in sales operations, executive support, business operations, administrative coordination, or a related role. • Advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel. • Strong organizational skills with exceptional attention to detail and accuracy. • Proven ability to manage multiple priorities, deadlines, and projects simultaneously in a fast-paced environment. • Excellent written and verbal communication skills with the ability to interact professionally across all levels of the organization. • Strong problem-solving skills and a proactive, solutions-oriented mindset. • Ability to handle sensitive and confidential information with discretion and professionalism. • Experience supporting sales teams, business leaders, or senior executives preferred. • Experience with Salesforce, ZoomInfo, LinkedIn Sales Navigator, or similar sales and CRM platforms preferred. • Project coordination, meeting planning, or event coordination experience preferred. • Insurance industry experience is a plus but not required. • Associates or Bachelors degree in Business Administration, Communications, Marketing, or a related field preferred.

🏖️ Benefícios

• Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company paid Short-Term Disability, Long-Term Disability and Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401(k) with employer match