Sales Office Administrator

• Maintain CRM accuracy, segmentation, and data integrity
• Prepare weekly and monthly sales performance reports
• Track and analyze KPIs, agent activity, and territory growth
• Support forecasting and production reporting
• Manage email marketing and campaign coordination
• Assist with event planning and social media content support
• Create sales meeting agendas, recaps, and presentations
• Track rep activity, accountability metrics, and territory lists
• Organize onboarding materials and branded items
• Identify opportunities to improve processes, automation, and reporting efficiency

• Maintain accurate CRM data, contact lists, and pipeline information
• Prepare weekly/monthly performance reports and track key metrics
• Analyze trends and territory activity with a data‑driven mindset
• Support marketing efforts including email campaigns, event logistics, and light content coordination
• Assist with forecasting, production reporting, and goal tracking
• Create and update meeting agendas, recaps, and presentations
• Collaborate closely with the team and contribute as a dependable team player
• Identify workflow gaps, solve problems proactively, and recommend process improvements
• Manage onboarding materials, branded items, and internal communications
• Utilize tools like Excel and Canva when needed (experience in both is a plus)

experience in Excel and Canva

• medical, vision, dental, and life and disability insurance
• eligible to enroll in company 401(k) plan
• free online training