Sales Operations Specialist

Chamberlain Advisors, LLC; Deer Park (IL); In loco; USD 30.000 - 34.000; Tempo pieno

Descrizione del lavoro

Chamberlain Advisors, LLC is seeking a Sales Administrator for our direct client in the insurance sector. This onsite role at the Deer Park, IL headquarters keeps the sales team running by owning calendars, maintaining CRM accuracy, preparing proposals, and coordinating across teams.

Reporting to the Director of Sales, you will manage scheduling with clients and prospects, support pipeline reporting, and help maintain day-to-day operating rhythm as the team grows.

Competenze

• High school diploma required.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Proficiency in Adobe Acrobat.
• Experience with CRM systems.
• Ability to communicate professionally with clients, prospects, and internal team members, both orally and in writing.
• Ability to set priorities and manage workflow accurately across multiple responsibilities and a growing team.
• Ability to work independently and in close coordination with others, shifting between both as the day requires.
• Exceptionally detail-oriented, with strong organizational skills and consistent follow-through.
• Responds to requests with urgency and takes ownership of outcomes.

Mansioni

• Manage calendars for a team of producers, coordinating prospect and client meetings via phone and email with professionalism and efficiency.
• Serve as a reliable point of contact for scheduling with clients, prospects, service teams, and internal stakeholders.
• Audit CRM activity (HubSpot) following producer accountability meetings and ensure pipeline data accurately reflects what was discussed.
• Maintain overall CRM hygiene so the system functions as a trusted source of truth for the Director of Sales and leadership.
• Prepare pipeline and producer scorecard reports ahead of coaching conversations and leadership reviews.
• Prepare proposal materials and client-facing documents so producers walk into every meeting equipped and ready.
• Coordinate with service and account management teams on behalf of producers to keep cases moving forward without disrupting selling activity.
• Support the Director of Sales in maintaining the day-to-day operating rhythm of the sales organization.
• Perform other duties as requested by management.

Conoscenze

Calendar management

CRM proficiency

Communication skills

Organization

Attention to detail

Time management

Formazione

High school diploma

Bachelor’s degree (BS) or equivalent experience

Strumenti

Microsoft Office

HubSpot CRM

Adobe Acrobat

Descrizione del lavoro

Chamberlain Advisors, LLC is seeking a Sales Administrator for our direct client in the insurance sector. This onsite role at the Deer Park, IL headquarters keeps the sales team running by owning calendars, maintaining CRM accuracy, preparing proposals, and coordinating across teams.

Reporting to the Director of Sales, you will manage scheduling with clients and prospects, support pipeline reporting, and help maintain day-to-day operating rhythm as the team grows.