Sales Operations & Marketing Coordinator

Opportunity
The Sales Operations & Marketing Coordinator will support the day-to-day sales and marketing efforts of Client Executives (CEs) in a specific region. This position assists with refining sales materials, coordinating proposals, conducting account research, and maintaining CRM and platform workflows. It offers a valuable opportunity for early‑career professionals to build practical experience in sales operations and marketing support while contributing to a collaborative team environment. This is an excellent early‑career opportunity for someone looking to gain exposure to sales operations, marketing collaboration, and the insurance industry.

Sales Operations & Support

Assist Client Executives in building sales email templates, sequences, and loading documents in HubSpot

Assist with creating and updating Hylant employee bios for use in proposals and sales presentations

Support the formatting and polish of sales presentations and slide decks

Support data entry needs for managing partners

Lead Intelligence & Research

Conduct research on target accounts, buying signals, and market triggers

Deliver high‑quality leads to Client Executives and surface cross‑sell opportunities within books of business

Monitor company and industry news to identify strategic outreach opportunities

Platform And Process Support

Assist in CRM updates, data hygiene, and dashboard building

Provide user support for tools like HubSpot, ZoomInfo, and LinkedIn Sales Navigator

Monitor platform adoption and share feedback with the Sales Operations team

Event Support

Utilize templates to create event collateral

Assist in building event registration pages in HubSpot or Eventbrite

Assist in building out registration lists within HubSpot

Marketing Coordination

Triage and fulfill marketing help desk requests for your assigned region; route projects to the most appropriate senior team member

Support local marketing initiatives under the direction of the Marketing team

Contribute to marketing projects such as campaigns, small local events, and collateral development

Administrative And Internal Projects

Assist with the Hylant employee bio process and maintain proposal management system updates

Conduct industry or content research as requested by the Marketing or Sales Operations team

Track and submit departmental expenses for assigned projects

Assist in facilitating monthly Sales Operations newsletters

Organizational Learning

Gain a working knowledge of the Marketing and Sales Operations team’s tools, processes, and standards

Build an understanding of the insurance brokerage industry and Hylant’s operating model

In This Role You’ll Need

Bachelor’s degree in Marketing, Business, Communications, or related field preferred

Minimum of 1‑2 years of professional experience in a business or support role (2‑4 years of marketing experience and/or internships preferred)

Must live in or be willing to relocate to the Indianapolis metro area

Hybrid work environment (in office 3 days per week)

Strong organizational and communication skills

Proficiency with Microsoft Office; familiarity with CRM platforms a plus

Ability to manage multiple projects with competing deadlines

Positive, proactive, and resourceful mindset

Occasional travel (estimated less than 10% annually, typically 1‑2 weeks per year) for training or company events

Why Hylant?
A multi‑year recipient of Best Places to Work in Insurance, Hylant is a full‑service insurance brokerage with over 20 offices in eight states. And since the founding of our family‑owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E‑Verify.

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