Advisicon
Advisicon is seeking a seasoned Sales Operations & Administrative Coordinator to provide high-level administrative support to our executive leadership and marketing teams and serve as the custodian of our sales data and processes. This role is a unique hybrid of executive administrative support and sales enablement, where you’ll manage CRM data, create Power BI reports, and document sales processes to fuel future growth.
What You Will Do
Provide comprehensive administrative assistance to the CEO (Head of Sales) and CIO (Business Transformation Specialist).
Support the Marketing group with meeting coordination, campaign tracking, and administrative tasks to improve cross-functional alignment.
Manage calendars, coordinate key meetings, draft correspondence, and help prepare materials for leadership presentations.
Learn, master, and champion the use of our CRM, Capsule.
Work closely with the CEO to curate, clean, and keep all business development candidates, active leads, and opportunity records up to date.
Enforce CRM data hygiene and governance so that the pipeline accurately reflects active sales conversations and timelines.
Extract relevant sales and pipeline data and design and maintain easy-to-read dashboards and reports using Power BI.
Provide regular, accurate reporting on pipeline health, lead sources, and sales activity to the CEO, CIO, and the extended Leadership Team.
Collaborate with the CEO and CIO to formally document and refine our outside sales workflow.
Help build the "playbook" (including documentation standards and follow-up templates) required to successfully onboard and support future outside sales hires.
What We Are Looking For
Experience: 3–5 years of proven experience as an Office Administrator, Executive Assistant, or Sales Coordinator.
CRM Familiarity: Prior experience working with CRMs (experience with Capsule is a major plus, but other platforms like Salesforce, HubSpot, Dynamics, or Zoho are highly transferable).
Data Savvy: Experience using Power BI (or similar tools like Tableau or Excel-based dashboards) to compile data and present visually clear reports.
Process Mindset: Ability to document workflows and help map out step-by-step processes.
Communication Skills: Strong written and verbal communication skills, with the ability to interface professionally with leadership and external partners.
Organizational Prowess: Exceptionally organized with the ability to manage competing priorities from multiple stakeholders.
Success in this role will be demonstrated by seamless executive support, impeccable CRM hygiene, data visibility, and future readiness. Apply now to join a growing team that values precision, impact, and operational excellence.