Sales Operations & Executive Support Administrator

Sales Operations & Executive Support Administrator Bay Area CA

The Role

Location : Bay Area, CA

The Company

For over 75 years, Hirebetter’s client has been a leader in public adjusting and property loss consulting, representing policyholders with integrity, expertise, and dedication. As a purpose‑driven firm built on professionalism, empathy, and excellence, our client help clients navigate complex insurance claims and rebuild with confidence. They are entering a new chapter of strategic growth and innovation — and are seeking a Sales Operations & Executive Support Administrator who will play a pivotal role in connecting the leadership, sales efforts, and operational systems.

The Role

This is a dynamic hybrid role that blends sales operations, CRM management, and executive support. The Sales Operations & Executive Support Administrator will work and report directly to the President of the company, while supporting the firm’s business development efforts, managing CRM workflows, and ensuring that all sales and client‑facing processes are coordinated seamlessly. This is not a sales position; it’s a sales enablement and administrative leadership role designed for a professional who thrives behind the scenes, making things run smoothly, accurately, and efficiently.

Responsibilities

Sales Operations & CRM Administration

• Maintain and optimize the firm’s CRM system (FileMaker) to ensure accuracy, completeness, and usability across the sales team.
• Act as a CRM administrator, updating data, running reports, and supporting leadership with insights and tracking tools.
• Monitor the sales pipeline and assist with lead management, follow‑ups, and opportunity tracking.
• Prepare, send, and manage contracts, proposals, and related documentation.
• Coordinate post‑meeting and post‑event follow‑ups to ensure consistent relationship management.

Sales & Business Development Support

Executive & Administrative Support

Qualifications

Ideal Candidate Attributes

To Apply

Interested candidates should apply through the HireBetter website at jobs.hirebetter.com. Qualified applicants will be responded to as quickly as possible.

Please note : Applicants for employment in the U.S. must possess work authorization that does not require sponsorship for a visa now or in the future.

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