Executive Assistant and Salesforce Administrator
Job Details
CAC - Denver, CO - Denver, CO
Insurance

Executive Assistant

  • Provide daily administrative support for executives
  • Arrange travel schedule and reservations for management as needed
  • File monthly expense reports for management and certain sales team colleagues
  • Responsible for Support Services activities/questions IT, Maintenance, Mail, Office Supplies
  • Maintain calendar for management/executive team
  • Help manage executive inbox follow up and communication
  • Review and summarize miscellaneous reports and documents; prepare background documents and outgoing mail as necessary
  • Prioritize and manage multiple projects simultaneously, and follow through on open issues in a timely manner
  • Performs office coordinator duties to include preparing FedEx/UPS packages, ordering promotional items & work orders
  • Other duties as assigned

 

SFDC Administrator

  • Assist with CACs SFDC architecture, reporting and maintenance
    • Management of SFDC pipeline data integrity, working with CAC production team to correct and update SFDC data
    • Track individual producer new business results
    • Perform month-end closing duties to update overdue effective dates, track forecast accuracy to actual results, and work with sales team to input new opportunities
  • Assist with CACs production incentive reporting, data integrity and interaction with CACs production team
  • Work with Chief Revenue Officer and VP Business Development to create revenue reports for executive team members
  • Bachelors degree preferred
  • 2-4 years of relevant work experience required
  • Ability to interact with staff at all levels
  • Ability to work in a fast-paced environment
  • High level of professionalism and confidentiality
  • Strong verbal and written communication skills
  • Attention to detail & time management skills
  • Positive attitude and proactive mentality
  • Proficient in Microsoft Office products to include Word, Excel & PowerPoint
  • Salesforce/EPIC experience preferred

CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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