[Hiring] Sales Operations Administrator @Patriot Growth Insurance Services and Partner Agencies

Role Description

We are seeking a highly organized and proactive Sales Operations Administrator to support Patriot’s Organic Growth Team and help drive operational excellence across the organization. This role serves as a key partner to Sales Leadership by:

• Coordinating calendars
• Managing communications
• Supporting reporting and presentations
• Helping keep critical sales initiatives organized and moving forward

The ideal candidate thrives in a fast-paced environment, is detail-oriented, professional, and comfortable balancing administrative coordination with operational and project-based responsibilities. This position plays an important role in supporting sales effectiveness, leadership efficiency, and the successful execution of growth initiatives across the organization.

Professional Responsibilities

• 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.

Qualifications

• 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.
• Associate’s or Bachelor’s 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

Pay Range

$36.06 - $45.67 per hour depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Company Description

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time.