Imagine360 is seeking a Senior Sales and Marketing Coordinator to join the team! The position of Sales and Marketing Executive Assistant will perform a variety of administrative and coordination tasks to support the Sales and Marketing Teams. The successful candidate will assist by facilitating meeting scheduling and logistic coordination, meeting documentation/follow-up requests, and other critical tasks. This person will interact and engage with all levels within the Sales and Marketing teams and will need to work closely with other support functions across the organization and effectively communicate with outside stakeholders and clients. The ideal candidate for this role is someone with demonstrated experience in an executive support role who can handle multiple priorities, in a fast-paced environment and can engage professionally across all levels both internally and external to the organization.
Position Location: 100% remote
Responsibilities include but are not limited to:
- Assist with meeting details and documentation for key meetings including Monthly Sales Meetings, Sales Leadership meetings, Prospect Site visits, and Broker engagements. This includes organizing meeting details/location, sending invitations/calendar appointments, compiling agendas, PowerPoint presentations, and other meeting materials as required.
- Document meeting outcomes, deliverables and task owners. Compile follow-up status by contacting task owners for updates.
- Coordinate availability and schedule virtual meetings via Outlook and Zoom/Teams. Less frequently, coordinate and schedule in-person meetings at any of Imagine360's office locations and ensure meeting logistics (facilities, meals, transportation, materials, etc.) have been provided. This can involve directly coordinating with resources or working with other I360 Team members.
- Set up and manage electronic filing systems using SharePoint and Salesforce; recording information, updating paperwork, maintaining documents and records. Also, take notes in OneNote and update project plans in Excel.
- Assist with data entry in Salesforce to document key events and activity.
- Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures. Creates proper urgency when needed.
- Assist SVP of Sales and SVP of Marketing by managing calendar, inbox and assisting with travel arrangements.
- Assist in the creation of weekly and monthly reports by compiling and updating status documents and gathering inputs from across the Sales Team.
- Assist with enterprise client and broker event planning and annual holiday gift giving and other gift giving as advised (i.e.: top broker gift coordination).
- Independently completes special projects and assignments as assigned by the Sales Leadership Team.
- Other administrative duties as assigned.
Required Experience/Education:
- Undergraduate degree
- 6+ years of relevant work experience.
- 3+ years administrative experience required.
- Outlook experience required.
Skills and Abilities:
- Working knowledge of computers and software including but not limited to Microsoft Office products.
- Proficient 10-key and typing skills.
- Demonstrated organizational, problem-solving, and analytical skills.
- Strong written, oral, and telephonic communication skills.
- Demonstrated ability to work independently, be detail oriented, prioritize workloads, multi-task and manage priorities in order to meet deadlines.
Physical Requirements:
- Work is indoors in a home office environment that is conducive to productive work, including a chair, desk, and appropriate lighting. A typical workday involves the ability to sit (80%) at a desk for extended periods while working on a computer or attending virtual meetings. Frequent use of a computer, including keyboard and mouse, for tasks such as typing, data entry, and navigating software applications. Adequate vision required to read and interpret computer screens, documents, and reports and adequate hearing required to participate in virtual meetings, phone calls, and video conferences. Approximately 20% or less of the time is spent standing.
What can Imagine360 offer you?
- Multiple Health plan options
- Company paid employee premiums for disability and life insurance
- Parental Leave Policy
- 20 days PTO to start / 10 Paid Holidays
- Tuition reimbursement
- 401k Company contribution
- Company paid Short & Long term Disability plus Life Insurance
- Professional development initiatives / continuous learning opportunities
- Opportunities to participate in and support the company's diversity and inclusion initiatives
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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.
Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**RECRUITMENT AGENCIES PLEASE NOTE: Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation**