Inside Sales Operations Assistant at Precoa

Description

Be an essential member of a top-tier sales team! 

You’re known as the go-to person for all operational tasks, and you delight in no two days ever being the same. 

With your tech savvy skills, organization and ability to learn new systems, you are able to create and innovate by working on projects that have a real impact on the success of our company.

Are you ready to pursue a collaborative work environment that fosters growth and development through the values of kindness, progression and craftsmanship?

What you’ll do (and why you’ll love doing it)

As the Inside Sales Operations Assistant , you will be a primary support member for our inside sales team, also known as the FPC. Our mission is to follow up on leads generated by Precoa and to support our field sales team.  

This role is multifaceted and includes working directly with our region managers. You will be the go-to individual for working with our CRM to gather team data, pull call recordings to provide coaching and feedback and organize weekly/monthly data for performance analysis. You will also interact with our inside sales team and assist with CRM and timecard-related support. 

What we offer you as part of #PrecoaLife

• Hybrid work environment - work remotely from home with a willingness to come into the Precoa Portland office on a regular cadence. 
• Competitive hourly pay based on experience plus company bonuses 
• 18 days PTO and minimum 6-weeks paid weeks of parental leave
• Health, Dental, and Vision benefits
• 401k, with a company match and $25,000 Life Insurance Policy 

If you have these skills, we want to talk with you!

• 1-2 years’ work experience in administrative/customer service related fields or undergraduate degree
• Advanced proficiency in typing (75 wpm)
• Proficient in Microsoft Office (with emphasis on Excel & Outlook), Google Drive, Zoom, ADP 
• Communication – Speaks clearly, listens and obtains clarification, and is empathetic
• Able to exhibit a high level of confidentiality 
• Task Management – Works well taking direction from different team members; Balances competing tasks efficiently with a positive attitude; Gathers and organizes information for analysis; Identifies problems and raises a flag in a timely manner

About Precoa

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️. 

Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 12 consecutive years , and we support our external and internal partners with these core values in mind. 

Our commitments to our employees include the ability to live happy and fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.

Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.