Hybrid Sales Ops Coordinator - Analytics & Growth

MarshBerry; Richmond (VA); Hybrid; USD 52,000 - 72,000; Full time

Job summary

MarshBerry, a premier financial services consultancy, is seeking a Sales Operations Coordinator in Richmond, VA. The role supports internal sales leaders and external clients, handling contract administration, onboarding, portal maintenance, and data analytics.

The position is hybrid (onsite Monday-Thursday, remote Fridays) with opportunities to partner with insurance carriers and stakeholders to optimize service and revenue generation.

Qualifications

• 1–3 years office administration, project management, or equivalent experience.
• Experience in financial services, insurance, and/or consulting is a plus.
• Proficient with Word, Excel, PowerPoint, and Access or similar database.
• Intermediate proficiency in Microsoft Office, especially Excel and PowerPoint.
• Experience with Client Relationship Management (CRM) systems.
• Salesforce experience preferred.

Responsibilities

• Responsible for new member contract administration and onboarding.
• Maintains FirstChoice Agency Portal and updates the CRM/AMS with client data.
• Manages the premium aggregation program and follows up with members for timely completion.
• Assists with Salesforce integration, documentation, maintenance, and reporting.
• Cultivates relationships with insurance carrier partners and stakeholders to drive revenue.
• Provides sales leaders with data and analytics support.
• Assists with creating and editing internal and external presentations.

Skills

CRM systems

Salesforce

Microsoft Office

Interpersonal skills

Attention to detail

Organizational skills

Education

High School diploma

College degree preferred

Tools

CRM software

Job description

MarshBerry, a premier financial services consultancy, is seeking a Sales Operations Coordinator in Richmond, VA. The role supports internal sales leaders and external clients, handling contract administration, onboarding, portal maintenance, and data analytics.

The position is hybrid (onsite Monday-Thursday, remote Fridays) with opportunities to partner with insurance carriers and stakeholders to optimize service and revenue generation.