This role accelerates sales by supporting Energy Advisors with administrative tasks. You’ll be the trusted source of data organization and integrity across our internal systems. This role serves as a key liaison between Sales and Operations, ensuring information flows smoothly and efficiently. The ideal candidate is highly organized, detail-oriented and comfortable working behind the scenes to support revenue-generating activities.
What you’ll do:
Maintain accurate administrative setup and data integrity across internal systems
Collaborate with Advisors to review, update, and clean data to ensure accuracy and consistency across platforms
Prepare and deliver system-generated client reports
Communicate directly with small- to mid-sized clients regarding minor energy contract requests and updates
Provide inbox and communication support
Coordinate with the Pit Crew (Operations) to resolve customer service issues, ensuring a positive client experience
Coordinate meeting logistics and scheduling, ensuring details are handled smoothly
Support the Sales and Operations teams by managing administrative tasks that improve efficiency and reduce process gaps
Provide occasional office administrative support as needed
What You’ll Bring
2 to 5 years of experience in sales support, operations, client services, or an administrative role
Experience working within CRM platforms, preferably HubSpot
Comfort working with data and internal systems, and keeping information clean and accurate
A naturally organized, detail-oriented approach to your work
The ability to manage multiple priorities with strong follow-through and attention to detail
Strong communication skills and confidence working with both teammates and clients
Energy industry experience is a plus
Ideally based in the Dallas–Fort Worth (DFW) area
#J-18808-Ljbffr
What you’ll do:
Maintain accurate administrative setup and data integrity across internal systems
Collaborate with Advisors to review, update, and clean data to ensure accuracy and consistency across platforms
Prepare and deliver system-generated client reports
Communicate directly with small- to mid-sized clients regarding minor energy contract requests and updates
Provide inbox and communication support
Coordinate with the Pit Crew (Operations) to resolve customer service issues, ensuring a positive client experience
Coordinate meeting logistics and scheduling, ensuring details are handled smoothly
Support the Sales and Operations teams by managing administrative tasks that improve efficiency and reduce process gaps
Provide occasional office administrative support as needed
What You’ll Bring
2 to 5 years of experience in sales support, operations, client services, or an administrative role
Experience working within CRM platforms, preferably HubSpot
Comfort working with data and internal systems, and keeping information clean and accurate
A naturally organized, detail-oriented approach to your work
The ability to manage multiple priorities with strong follow-through and attention to detail
Strong communication skills and confidence working with both teammates and clients
Energy industry experience is a plus
Ideally based in the Dallas–Fort Worth (DFW) area
#J-18808-Ljbffr