Sales Operations Administrator
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Job Description
Sales Operations Administrator supporting the Organic Growth Team at Patriot Growth Insurance Services. Coordinating sales initiatives, managing communications, and enhancing operational effectiveness in a remote role.
Responsibilities:
- 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.
Requirements:
- 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.
Benefits:
- 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
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