ESSENTIAL FUNCTIONS
Supporting the Sales Process
Trains and support District Office personnel on sales processes, procedures, and technology to drive efficiency in the sales process.
Helps maintain a high level of efficiency in the sales process by creating, validating, and submitting sales documents with a strict attention to detail and accuracy.
Utilizes all relevant systems such as SalesForce, DocuSign, Premier Pathway and AIMS to audit all completed, signed closing sales packages prior to submittal to ensure New Client Sales can complete an accurate booking.
Confirms validity and consistency of prospect data and assists with data quality by collecting missing data and ensuring that all prospect data is accurate and up to date.
Ensures marketing collateral distribution for District Office personnel ensuring is accessible, relevant, and updated.
Facilitates marketing campaigns by distributing relevant materials, supporting corporate marketing programs through continues education and collaboration.
Assist District Manager Proficiency
Manages the office sales forecasting process by updating the opportunity forecast status to ensure reporting accuracy for the Forecast and Pending reports. Creates and updates activity and pipeline reports.
Supports sales leadership with local incentives, campaigns and contests developing tracking and reporting tools.
Maintains sales leader(s) calendar, coordinates travel, completes vehicle mileage reporting and creates expense reports that adhere to Insperity’s expense guidelines.
Assists with on-boarding and off-boarding of District Office personnel.
Organizes both on-site and off-site meetings including technology setup, audio, and visual requirements. Collaborates with sales leadership on agendas and presentations.
Office Management & Company Culture
Identifies and resolves technology-related issues independently or, if necessary, working with Sales Technology or the Help Desk.
Manages District Office information and files according to corporate information governance and retention policies.
Receives all incoming calls and visitors for the District Office, including sales and service teams, maintaining a welcoming and professional office environment.
Manages the shipping and receiving function in the District Office. Facilitates and supports meeting arrangements including, but not limited to, conference room reservation, hospitality, and meeting room preparations.
Serves as a liaison between the District Office and Corporate security, supplying pictures for security badges, testing new technologies or procedures, and requesting additional support, as needed.
Corporate Citizenship
Serves as the Volunteer Council Member for the District Office to positively impact Insperity employees, clients, and communities, and support Insperity’s mission to help businesses succeed so communities prosper. Responsibilities include but are not limited to creating, leading, sharing, and reporting local volunteer and philanthropy initiatives, overseeing local corporate donations, attending training, and promoting Corporate Citizenship initiatives as requested.
Insperity provides a reasonable compensation range for each posted role in accordance with applicable pay‑transparency laws. Actual compensation is influenced by a variety of job‑related factors, including skills, experience, and geographic location.
The compensation range for this position, representing the pay span across all locations where this role may be filled is
$54,890 - $62,450
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.
