Sales Operations Assistant
Posted: 8/26/26 · Views: 109
- Position Type
- Full Time (40 Hours)
- Salary
- $5.00 per hour (USD)
- Skills/Tags
- Sales Operations Administrative Support Data Entry Microsoft Excel Google Sheets Reporting Data Management CRM Management Application Processing Call Monitoring Call Center Operations Customer Service Quality Assurance Process Monitoring Task Management Record Keeping Attention to Detail Follow-Up Time Management Written Communication
**Company:** GuidedCare Benefits
**Position:** Sales Operations Assistant
**Schedule:** Monday–Friday, 9:00 AM–6:00 PM Central Time
**Lunch:** 1-hour lunch break
**Pay:** $5.00 USD per hour
**Position Type:** Full-Time
About the Position
GuidedCare Benefits is looking for a highly organized, dependable, and detail-oriented **Sales Operations Assistant** to support our growing sales operation.
This position will work closely with our **Retention, U.S. Sales, and Philippines Sales teams** and will be responsible for helping management monitor daily sales activity, call transfers, application processing, and reporting.
This is not a sales position. We are looking for someone who enjoys working behind the scenes, keeping information organized, following up on outstanding items, and making sure nothing falls through the cracks.
Responsibilities
* Provide daily operational support to the Retention, U.S. Sales, and Philippines Sales teams
* Monitor incoming and outgoing **call transfers between teams**
* Track call transfer activity and identify missed or unsuccessful transfers
* Collect sales and production data from each team
* Prepare and maintain **daily and weekly reports** for management
* Initiate the **daily spam check** and report items requiring attention
* Submit completed customer applications
* Track submitted applications through the enrollment process
* Follow up on pending applications and outstanding requirements
* Confirm when submitted applications have become **active/effective**
* Maintain accurate application and production trackers
* Identify applications that are delayed, incomplete, rejected, or require additional action
* Communicate with team members regarding missing information or outstanding tasks
* Assist management with identifying trends, discrepancies, or operational issues
* Complete additional administrative and sales support responsibilities as needed
What We're Looking For
The ideal candidate should be:
* Highly organized and detail-oriented
* Dependable and consistent
* Comfortable working with numbers, spreadsheets, and reports
* Strong with follow-up and task management
* Able to manage multiple responsibilities throughout the day
* Comfortable monitoring real-time activity while completing administrative work
* Able to communicate professionally with both U.S. and Philippines-based team members
* Able to work independently without constant supervision
* Comfortable identifying a problem and bringing it to management's attention
* Proficient with Microsoft Excel and/or Google Sheets
* Comfortable learning new software and internal systems
Previous experience in **sales operations, insurance, healthcare, call center operations, customer service, reporting, or administrative support** is preferred but not required.
Work Schedule
This is a full-time position working:
**Monday–Friday**
**9:00 AM–6:00 PM Central Time**
**1-hour lunch break**
Applicants must be able to consistently work these hours.
Compensation
**$5.00 USD per hour**
What Success Looks Like
A successful Sales Operations Assistant will be able to tell management what is happening across the sales operation without management having to search for the information.
At any given time, you should be able to help answer:
* How many calls were transferred?
* Were there missed or unsuccessful transfers?
* What did each team produce?
* Which applications were submitted?
* Which applications are still pending?
* Which applications have become active?
* What needs immediate attention?
We are looking for someone who takes ownership of their responsibilities, follows tasks through completion, and takes pride in keeping an operation organized.
