Operations Coordinator

4 days ago


Indianapolis, Indiana, United States Sales Xceleration® Full time
About Sales Xceleration

Sales Xceleration is a leading fractional sales organization in North America, headquartered in Indianapolis, IN. With over 13 years of experience, we have a team of over 210 Sales Consultants serving small to mid-sized businesses in their communities. Our mission is to provide business owners with an experienced Sales Consultant to build a path to more sales through our Certified Sales Operating Management System.

Our Core Values

  • Lead with a Servant Heart: Serve first with an abundance mentality
  • Act with Integrity: Respectful, professional, keep your word, do the right thing
  • Be Fearless: Be open, honest, and direct even when it's hard
  • Deliver Excellence: Dedicated, hardworking, and pride in the outcome
Job Summary

We are seeking a highly organized and detail-oriented individual to join our team as an Operations Coordinator. This is a key role that requires excellent multitasking abilities and a strong background in Operations. If you are a motivated and proactive individual with a passion for organization, process enhancements, and relationship management, we would love to hear from you.

Essential Duties and Responsibilities

Operational Duties

  • Schedule appointments, coordinate team meetings, and send meeting invitations
  • Organize and maintain electronic files
  • Assist in preparing and editing documents, reports, and presentations
  • Coordinate travel arrangements and accommodations for the team
  • Assist with supporting Advisor sales contests and trips
  • Order office supplies and maintain inventory
  • Assist with onboarding for staff and other staff support needs
  • Assist with onboarding and offboarding for advisors
  • Coordinate the compilation and management of advisor training materials
  • Assist with organization of new advisor training classes
  • Maintain New Client Win distribution and posting
  • Creation and management of Formstack forms for updates and reports
  • Phone system management
  • Manage email distribution lists
  • Maintain advisor Incentive point tracking
  • Create PowerPoint presentations
  • Other duties as assigned
Requirements

Essential Skills

  • Excellent organizational and time management skills
  • Attention to detail and high level of accuracy
  • Proficiency in PowerPoint, Excel, Word, and Outlook
  • Ability to learn and work in multiple software applications
  • Strong written and verbal communication skills
  • Ability to handle confidential information with professionalism and discretion
  • Strong problem-solving and decision-making abilities
  • Ability to work independently and as part of a team
  • Must be local to Indianapolis or surrounding area
  • Must be willing to travel to our Annual Summit
Preferred Qualifications

Education and Experience

  • Associate or bachelor's degree
  • 1-3 years' experience in a similar role within sales or related area


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