Sales Support Analyst

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Our Culture

Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.

About the Role:

This position performs a variety of sales enablement and administrative assignments that support herronpalmer’s sales initiatives. Responsibilities include standardizing and developing new sales content), identifying and implementing content management tools and processes, creating sales collateral, assisting the herronpalmer team with sales-related writing support, as well as data entry, generating sales reports, and supporting maintenance of CRM database of prospective opportunities and related reporting. 

Responsibilities: include the following.  Other duties may be assigned.

• Standardizing existing and developing new standard sales content with appropriate variation by business practice (e.g., Benefits Advisory, HR Advisory, etc.)
• Identifying and implementing content management tools and processes for intuitive, secure means of organizing, storing and accessing content
• Creating sales collateral (one pagers, case studies, prospect and finalist meeting presentations)
• Assisting herronpalmer team with sales-related writing support, including completion of customer- and prospect-specific proposals, responses to requests for proposal (RFPs), and statements of work (SOWs), using established templates and guidelines to support sales efforts and enable achievement of objectives
• Administering day to day activities of the Sales department (data entry, data clean up, data manipulation, report generating, pipeline/activity tracking, after-territory calls, etc.) 
• Providing administrative project support for the sales and operations teams as needed; other administrative tasks as needed.
• Ensuring the data integrity of Sales data for reporting purposes.
• Maintaining all sales data integrity including pipeline, new business, sales meetings, individual territory and prospect strategy.
• Assisting with logistics, as directed, around sales activities, including participation in weekly pipeline review meetings for review of project status and receipt of new assignments.
• Supports business leaders on initiatives that involve sales efforts (surveys, drip marketing campaigns, conferences, and prospect events.)
• Special projects as assigned

Skills needed

• Bachelor’s degree in a business or related discipline
• 1-3 years previous successful experience in a business setting; in a sales administration capacity
• Intermediate knowledge of Salesforce or CRM tools and platforms.  Intermediate knowledge of Microsoft Excel and high degree of capability using Excel, including macros and pivot tables functions.
• Excellent interpersonal, verbal, and written communication skills; 
• Self-directed with ability to work both independently and collaboratively in a virtual working environment;
• Strong organizational skills and highly developed ability to multi-task and prioritize effectively;
• Highly adaptable and capable of working in a very fast-paced, dynamic environment;
• Self-starter, independently driven to succeed;
• Approximately 10% travel for sales meetings and company-wide meetings
• Proficiency in Microsoft Office applications, including Powerpoint and Salesforce required

• Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.