Act as the primary gatekeeper for incoming commercial leads, ensuring they are qualified and routed to the appropriate Account Executive based on territory, industry, or expertise
Contract Renewals & Updates: Draft and issue renewal paperwork for clients when pricing remains unchanged.
Director of Sales Support: Provide direct administrative assistance to the Director, including calendar management, coordinating sales meetings, and preparing briefing materials.
Manual Data Analytics: Compile data from various spreadsheets to calculate conversion rates, territory performance, and sales volume.
Performance Reporting: Prepare weekly State of Sales reports to give leadership visibility into the team’s progress and any pending deals.
Insurance & Credentialing: Manage the submission of Certificates of Insurance (COIs) and any specific vendor compliance documentation required by large commercial property managers.