drjobs Sales Operations Assistant

Sales Operations Assistant

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1 Vacancy
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Job Location drjobs

Charlotte - USA

Monthly Salary drjobs

$ 25 - 35

Vacancy

1 Vacancy

Job Description

What Well 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 meritbased bonus plan
Flexible Work Program
Clear opportunities for career progression
Companyfunded 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
Companypaid 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 parttime position (2025 hours per week) with the future potential to be fulltime depending on business needs. Applicants should expect to work inoffice at one of our four offices: Boca Raton FL; Charlotte NC; Jersey City NJ; or Santa Monica CA.

What Youll Be Doing:

Data Integrity
Auditing and maintaining components of Perr&Knights 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Verifying and updating outdated or incorrect information to maintain data integrity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 followUps
Attending internal Sales meetings with the Director of Business Development
Taking and publishing detailed notes organizing takeaway tasks and scheduling followup meetings as needed
Sales & CRM Support
Supporting the Director of Business Development in organizing and entering conference contacts leads and followups into company databases
Assisting with general sales prospect followups
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 Youll 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 a leading cloudbased 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.



Employment Type

Part-Time

About Company

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