Sales Operations Associate Third Party Administrator (TPA)

Location: Remote/Hybrid

Employment: Full-time

About The Role

Help maintain the pipeline of all sales for one of the fastest growing TPAs in the country. The role is responsible for tracking ongoing proposals, following up with financial advisors/CPAs/clients, schedule meetings, and make sure every opportunity is documented in a CRM. If you're organized, proactive, and responsive and you like seeing deals close this is your seat.

What You'll Do

Pipeline & CRM
- Maintain the end-to-end proposal pipeline in the CRM
- Generate weekly pipeline and activity reports (wins, losses, cycle time, stalled opps, next actions).
Proposal + Intake
- Coordinate proposal requests; track status of required info (census, plan specs, takeover materials, prior testing if applicable).
- Track status of outstanding proposals and routinely follow-up; route questions internally.
Advisor/CPA/Client Follow-Up
- Proactive outreach to move deals forward; schedule discovery and proposal review meetings.
- Keep advisors and internal team aligned on status, blockers, and dates.
Scheduling & Meeting Support
- Own calendars for discovery calls, demos, proposal reviews, and onboarding hand-offs.
- Prep agendas, assemble materials, and capture/assign action items with due dates.
General Sales Ops
- Maintain templates (discovery checklist, proposal checklist, handoff checklist).
- Track SLAs (response times, proposal turnaround) and flag risks early.

Success Looks Like (90 Days)

100% of opportunities tracked through CRM.
Same day response time on inbound proposal requests and follow-ups.
Proactively following up on open opportunities.

Skills & Experience

Must-haves: Motivated, organized, relentlessly responsive. Strong written + verbal communication. Comfortable driving follow-ups with financial advisors/CPAs.
25+ years in sales support, executive assistant, or sales operations (professional services preferred).
CRM experience (HubSpot/Salesforce/PensionPro or similar). Excel/Sheets proficiency (filters, pivot basics), Outlook/Calendar mastery, Zoom/Teams, PDF tools, e-signature platforms.

Work Style

Self-starter: you don't wait to be told the next step you set it and drive it.
Quick, clear communication and tight follow-through.
Comfortable context switching across many deals without dropping details.

Compensation & Benefits

Compensation : $70,000 annual base salary plus commission
Benefits: Health, Dental, Vision, 401(k), PTO/Holidays

Prime Pensions, Inc.

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