Sales Operations Assistant

Perr&Knight; Charlotte (NC); On-site; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a dynamic individual to join their Sales & Marketing team. This part-time position offers a friendly and flexible work environment, along with competitive pay and opportunities for career progression. You'll play a crucial role in maintaining data integrity, supporting sales initiatives, and collaborating on marketing efforts. With a commitment to diversity and employee wellbeing, this company fosters a positive atmosphere where your contributions can make a real impact. If you thrive in a dynamic setting and are passionate about data accuracy, this is the perfect opportunity for you.

Benefits

Medical, dental, and vision insurance

Company-paid life insurance

401K with matching contributions

PTO

Community Support Program

Employee Recognition Program

Flexible Work Program

Company-funded professional education

Qualifications

• Exceptional attention to detail and commitment to data accuracy.
• Strong verbal and written communication skills.

Responsibilities

• Auditing and maintaining client and project databases.
• Supporting the Director of Business Development with CRM data.

Skills

Data Integrity

Communication Skills

Attention to Detail

Proficiency with Windows

Proficiency with Outlook

Proficiency with Word

Proficiency with Excel

Flexibility and Adaptability

Tools

Deltek

HubSpot

RocketReach

Job description

What We'll Bring to the Table:

• Friendly, dynamic work environment – Includes certification as aGreat Place to Work (three years in a row!) along with Climate Neutral Status

• Competitive salary including merit-based bonus plan

• Flexible Work Program

• Clear opportunities for career progression

• Company-funded professional educational program

• Visible management commitment to our company core values of: Diversity & Inclusion, Environmental, Community and Employee Wellbeing, Excellent Work Product, Innovation, Integrity and Superior Customer Experience

• Generous benefits including:

• Medical, dental, and vision insurance

• Company-paid life insurance

• 401K with matching Company contributions

• PTO

• Community Support Program including VTO and donations with Company match

• Employee Recognition Program

Perr&Knight is looking for a dynamic individual to provide support to our Sales & Marketing team. This position is a part-time position (20-25 hours per week) with the future potential to be full-time depending on business needs. Applicants should expect to work in-office at one of our four offices: Boca Raton, FL; Charlotte, NC; Jersey City, NJ; or Santa Monica, CA.

What You’ll Be Doing:

Data Integrity

•Auditing and maintaining components of Perr&Knight’s client and project databases (e.g., Deltek, HubSpot, RocketReach, internal spreadsheets, social media) by:

•Correcting errors and ensuring consistency in how and where data is recorded

•Verifying and updating outdated or incorrect information to maintain data integrity

•Investigating bounced/returned communications and correcting related contact information

•Collaborating with Sales and Operations teams to resolve known data discrepancies

•Cleaning and mapping new data sources for uploads into existing systems

Reporting & Analytics

•Maintaining platform analytics dashboards and generate reports as needed

•Meeting coordination and follow-Ups

•Attending internal Sales meetings with the Director of Business Development

•Taking and publishing detailed notes, organizing take-away tasks and scheduling follow-up meetings as needed

Sales & CRM Support

•Supporting the Director of Business Development in organizing and entering conference contacts, leads, and follow-ups into company databases

•Assisting with general sales prospect follow-ups

Marketing & Research Support

•Collaborating with the Marketing Manager on social media initiatives and customer relationship management (“CRM”) data organization for targeted outreach

•Conducting research on industries, companies, contacts, and competitors as needed

Technology Support

•Liaising with IT and vendors to troubleshoot database or technology issues

What You’ll Bring to the Table:

• Exceptional attention to detail and a commitment to data accuracy
• Strong verbal and written communication skills
• Proven ability to prioritize tasks and manage multiple deadlines effectively
• Flexibility and adaptability in a dynamic environment with shifting priorities
• Proficiency with Windows, Outlook, Word, and Excel

$25 - $35 an hour

About Perr&Knight:

Founded in 1994, Perr&Knight provides insurance consulting and software solutions to the property & casualty and accident & health industries. Services include actuarial consulting, product development, insurance policy and forms consulting, regulatory compliance, state filings, licensing, technology consulting, statistical reporting, data services, and predictive analytics. Software includes StateFilings.com, a leading cloud-based state filings management solution. With offices in Santa Monica, Boca Raton, the New York Metro Area, and Cincinnati, and more than 140 insurance professionals, Perr&Knight is among the largest independent actuarial and insurance consulting firms in the United States.

Ourmissionas an actuarial and insurance operations consulting firm is to provide extraordinary value to our clients by offering innovative and unique solutions to complex challenges they face while providing a positive and motivating work environment for our employees that respects diversity and recognizes ingenuity and hard work.

Perr&Knight is an equal opportunity employer and committed to inclusion and diversity. Perr&Knight does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex/gender, sexual orientation, gender identity, marital status, physical or mental disability, Veteran status, or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Perr&Knight will also provide reasonable accommodation to qualified individuals with disabilities, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [e-mail]