Sales & Executive Operations Coordinator

ExperINS is a modern benefits brokerage focused on helping growing businesses with their employee benefit strategies. The Sales & Executive Operations Coordinator will support the CEO and Head of Sales by managing schedules, coordinating sales follow-ups, and building systems to enhance operational efficiency.

Responsibilities

• Manage calendars, scheduling, and meeting logistics for the CEO and Head of Sales
• Draft and coordinate follow-up emails after meetings and sales calls
• Attend select sales calls and internal meetings to gain context and anticipate next steps
• Protect focus time and help prioritize requests
• Track next steps from sales conversations and ensure follow-ups happen on time
• Maintain clean CRM records and meeting notes
• Coordinate outreach, scheduling, and reminders with prospects and partners
• Help plan and coordinate HR and leadership events
• Manage event logistics, communications, and post-event follow-up
• Support in-person and virtual events as needed
• Turn verbal conversations into documented next steps and simple processes
• Help create SOPs and lightweight systems to reduce repeat work
• Identify small process improvements that save time and reduce friction

Skills

• Strong organizational skills and attention to detail
• Clear, professional written and verbal communication
• Comfort working with calendars, email, and CRM tools
• Ability to learn quickly and operate with limited instruction
• Willingness to work in a hybrid, in-office environment
• Experience supporting sales, executives, or events
• Comfort interacting with executives, prospects, and partners
• Experience coordinating meetings, follow-ups, or projects
• Interest in sales operations, revenue operations, or marketing

Benefits

• Hybrid work: Most of us are in the office 3–4 days/week (our culture is too good to miss)
• Learn fast: Real mentorship, clear feedback, and direct exposure to clients
• Get in early: Be part of a growing company with room to grow alongside it
• We Live our values: Get Sh•t Done, Have Fun
• Elevate Awesomeness
• No A••holes
• Leave a Ladder
• Advocate Relentlessly

Company Overview