Patriot Growth Insurance Services, LLC logo
Patriot Growth Insurance Services, LLC

Growth Capital for America's Best Insurance Agencies

Sales Operations Administrator

OperationsOperationsFull TimeRemoteSeniorTeam 1,001-5,000Since 2019H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

21 hours ago

Salary

$36 - $45 / hour

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Sales Operations Administrator

Patriot Growth Insurance Services, LLC

• 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.

Job 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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