- Provides administrative and operational support to Sales Managers and Home Office Sales Leadership.
- Serves as a resource regarding departmental policies, procedures, systems, and processes for associates and business partners.
- Organizes, prepares, and maintains reports, presentations, correspondence, spreadsheets, dashboards, and other business documents utilizing various office technologies and software applications.
- Coordinates recurring and ad hoc sales reports, ensuring information is accurate and distributed in a timely manner.
- Maintains calendars for Sales Managers, schedules meetings, and coordinates meeting logistics, agendas, materials, and follow-up activities.
- Coordinates travel arrangements and prepares expense reports in accordance with company policies.
- Facilitates communication between Sales Management, field leadership, agents, Home Office departments, and external business partners.
- Screens telephone calls, emails, correspondence, and meeting requests, responding independently when appropriate and escalating matters as needed.
- Composes and prepares correspondence, communications, meeting summaries, and presentation materials from general direction.
- Organizes and maintains files, records, meeting notes, project documentation, and other departmental information.
- Tracks action items, projects, and strategic initiatives to ensure timely completion and follow-up.
- Assists with planning and coordination of sales meetings, leadership meetings, training events, conferences, recognition programs, and special events.
- Supports the preparation and distribution of sales communications, announcements, newsletters, and departmental updates.
- Coordinates workflow between Sales Management and internal departments to ensure timely processing of requests, reports, approvals, and initiatives.
- Maintains confidentiality of sensitive business information and exercises sound judgment in handling matters of importance.
- Identifies opportunities to improve administrative processes, communication flow, and team efficiency.
- Provides support for special projects and other duties as assigned.
Requirements
- High school diploma or equivalent experience required.
- Excellent organizational, planning, and time-management skills.
- Strong verbal and written communication skills with the ability to interact professionally at all organizational levels.
- Advanced proficiency with Microsoft Office applications including Co-Pilot and various AI applications, Outlook, Word, Excel, PowerPoint, and Teams.
- Strong analytical and reporting support skills.
- Ability to prioritize multiple assignments and meet deadlines with minimal supervision.
- Demonstrated attention to detail and commitment to accuracy.
- Ability to handle confidential information with discretion and professionalism.
- Strong customer service mindset and collaborative approach to supporting internal stakeholders.
- Ability to adapt to changing priorities and work effectively in a dynamic sales environment.
Core Competencies
Demonstrates advanced proficiency in Microsoft Office applications, including Co-Pilot, Outlook, Word, Excel, PowerPoint, and Teams, while providing exceptional organizational, planning, and communication support in a dynamic sales environment.
Highest-signal resume keywords
- Microsoft Office Proficiency
- Organizational Skills
- Verbal and Written Communication
- Analytical and Reporting Skills
- Customer Service Mindset
Hard Skills
- Reporting Support
- Calendar Management
- Expense Reporting
- Document Preparation
- Data Accuracy
Soft Skills
- Attention to Detail
- Time Management
- Collaboration
- Adaptability
- Discretion
Industry Keywords
- Sales Support
- Administrative Support
- Confidentiality
- Process Improvement
- Meeting Coordination
Tools & Technologies
- Microsoft Co-Pilot
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Teams