Administrative Support Specialist - Sales & marketing

Department: Sales & Marketing
Status: Full-time

The Administrative Support Specialist role is a position that provides dedicated sales and administrative support to the Sales and Marketing Practice Leader. The primary role of the Administrative Support Specialist is to provide database, lead, reporting and administrative support within sales operations. Provide primary data integrity and reporting support of Customer Relationship Management (CRM) system to the Sales and Marketing Practice. Perform lead generation activities including marketing research, lead distribution and list targeting. Manage data set for reporting and oversee reporting function within sales. Support Sales Operations Leader with administrative tasks, and all supporting information (event coordination, competitor profiling, etc.).

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

Database Administration

• Maintain database - lead flow, data uploading, and data maintenance.
• Keep current on best practices for CRM system utilization.
• Assist with identifying additional opportunities to enhance/leverage the use of CRM system for improvements.

Lead Generation

• Generate field support materials such as target lists and tracking materials.
• Perform market research for highest value prospects and as lead sourcing initiatives.
• Develop and maintain Trion’s event and sponsorship calendar for Sales Team. Scope and manage lead sourcing databases (Hoovers, InfoUSA) to drive an effective lead generation.
• Generate CRM and other resources lead lists for marketing purposes.

Reporting

• Oversee reporting function within sales within CRM system and email marketing tool.
• Provide accurate reporting metrics for sales and manage all data supporting such reports.
• Continually refine and upgrade report content and design.

Sales Administration

• Provide administrative and sales support of scheduling and meeting coordination, travel arrangements, conference calls, and other events for the Sales and Marketing Practice.
• Regularly update Producer Gateway database (SharePoint application) by collecting from team members and uploading current documents, articles and presentations. Maintain client contracts and revenue documents via client sub-sites on the intranet (set up new client sub-site accounts, copy and mail executed contracts to clients, post executed contracts to client sub-sites and notify internal team).
• Provide administrative support for trade show participation (order giveaways, conference supplies and collateral materials, assist with mass mailings, etc.). Update CRM software with post show attendee lists.
• Maintain a Client Reference Database and send out follow up letters and acknowledgements to references on monthly basis.
• Maintain department files and update them as needed.
• Perform other duties as assigned.

REQUIRED QUALIFICATIONS:

• Bachelor’s Degree or equivalent with 3-5 years of progressive experience working in a sales support environment.
• Experience using a Customer Relationship Management (CRM) system is strongly preferred.
• Experience using SharePoint is strongly preferred.
• Basic knowledge of the insurance industry is a plus.
• Excellent working knowledge of with Microsoft Office Suite (Word, Excel, Power Point, Outlook).
• Strong organizational skills and strong attention to detail.

• Must be able to prioritize, follow-up and communicate effectively with all levels of Trion.

• Ability to multitask and successfully operate in a fast paced environment.
• Ability to work independently and as a team member.

• Ability to work with deadlines and adapt to changing needs.

TO APPLY

If you are interested in applying for this position, please send your resume, along with salary requirements to careers[at]trion.com.