Sales Operations Coordinator

Hi there! This is a part-time role 15-20 hours/week with flexible work hours requiring some daily overlap with US Eastern Time.

AdviceHR helps small and mid-sized companies give their employees better employee benefits (health insurance, dental, vision coverage, etc) implements HR solutions. We're a lean, caring, fast-moving team that is founded on Judeo-Christian principles (although all religious beliefs are welcome) and looking to serve our community.

You'd be working directly with the owner.

What You'll Own:

- **Prospecting engine:** Keep our email campaigns full of qualified prospects using Apollo, LeadMagic, and Smartlead. Build and clean lead lists to a target profile.
- **Sales admin:** Manage Apollo tasks, schedule email sequences, keep prospecting sequences full of qualified prospects.
- **Underwriting document prep:** Coordinate with prospective clients on underwriting documents, organize and clean up client census and benefits data in Excel — matching names, standardizing messy vendor formats. Full training and a secure system provided.
- **Operations coordination:** Manage tasks in ClickUp, keep projects moving, follow and improve our SOPs.
- **Newsletter:** Help produce and send our email newsletter.

You're a Great Fit If You:

- Write near-native English, clean enough for client-facing copy and a newsletter, with minimal editing.
- Are detail oriented. In this work, a small data error is a big problem.
- Communicate proactively and like being in the early stages of bulding something meaningful.

## Nice to Have (Not Required)

- Experience with Apollo, Smartlead, LeadMagic, ClickUp, or Excel. We'll train the right person.
- Experience with AI, Claude code, Claude, etc.
- Marketing Experience

Required

- Willing to pass a background check and complete HIPAA compliance training (provided by us). You'll handle sensitive client information inside our secure system.

- Stable internet and a reliable computer.


If you'd like to apply:

Applications are only accepted through this form: ----------

Applications submitted any other way won't be reviewed.