Operations Support Coordinator, Sales Strategy

NFPNew York, NY
1d$50,000 - $63,000

About The Position

The Operations Support Coordinator provides administrative and operational support to ensure the smooth functioning of our department. This role will assist in process development, data management, and project coordination while also supporting team members with various tasks and projects.

Requirements

  • Can effectively navigate within CRM and various carrier platforms
  • Can define and explain the various steps in our processes
  • Capacity to solve problems while considering impact to client and firm
  • Microsoft office skills (Outlook, Word, Excel and PowerPoint)
  • Basic knowledge of process improvement methodologies (e.g., Lean, Six Sigma)
  • Work effectively with others to drive results
  • Presents an appropriate professional appearance and demeanor with team members and clients (Internal and/or external)
  • Manages time well to accomplish work tasks within established deadlines
  • Thorough, accurate, and reliable when performing and completing job tasks
  • Strong communication and interpersonal skills
  • Dedicated to exceeding internal and external client expectations
  • Works effectively under pressure
  • Has a strong sense of urgency about solving problems and getting work done
  • Embraces technology
  • Views problems as opportunities to improve processes and make things better
  • Use good judgment to accomplish work assignments without compromising the firm’s integrity
  • Demonstrates a high level of dependability in all aspects of the job
  • Embrace change with optimism and positivity
  • Sees relationship building as an opportunity to develop trust
  • Approaches tasks with a client service mindset
  • Takes responsibility and accountability
  • Effectively contribute to the work of the team
  • Bachelor’s degree preferred or equivalent experience
  • 1-2 years previous experience in customer service, operations, or in an administrative position preferred

Responsibilities

  • Operational Process Support Assist in developing, implementing, and streamlining operational processes and procedures
  • Collaborate with operations management to maintain and optimize departmental workflows
  • Maintain accurate records and documentation related to business operations
  • Data Management Maintain accurate and up-to-date data in our CRM and other databases
  • Ensure data integrity and assist with data analysis and reporting as needed
  • Communication and Information Flow Support the creation, dissemination, and storage of departmental information
  • Assist in crafting and editing templates, PowerPoint decks, and other materials
  • Meeting and Event Support Coordinate logistics and planning for departmental team events and meetings
  • Prepare meeting invitations, materials, agendas, and notes
  • Assist with post-meeting follow up
  • Administrative Support Provide general administrative support to team members, including task management and coordination
  • Assist in maintaining and updating departmental web pages and internal communications
  • Assist with special projects and initiatives as needed

Benefits

  • NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
  • Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
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