Archived listing. The details below describe a past opening.
Required Skills & Experience
- 2+ years of professional experience in sales operations, inside sales support, or a related role
- Experience working with HubSpot or another CRM, including navigating the system, extracting data, maintaining records, and pulling/building reports
- Proficient in Excel, including PivotTables
- Well-versed in the Microsoft Office Suite, including Outlook, PowerPoint, and Excel
- Ability to build database queries using SQL
- Strong organization, follow-through, and attention to detail Great written and verbal communication skills and ability to collaborate cross-functionally and manage multiple priorities and deadlines
Nice to Have Skills & Experience
- Travel, hospitality, or cruise line experience
- Experience supporting travel advisors/agencies or other external sales partners
- Familiarity with travel-partner processes such as reservations, agency profiles, promotions, or partner servicing
Job Description
Insight Global is looking for a Sales Operations Specialist to join the team of our travel clients. This candidate will support the sales organization and its network of travel advisor partners through operational coordination, data management, reporting, and partner support. The role will work heavily within HubSpot and Excel to maintain and extract sales information, produce reporting, coordinate sales activities, and ensure requests are completed accurately and on time. A key part of the position will be communicating with travel advisors and agencies, researching and resolving requests, and coordinating across internal departments. This person will also support fam trips and travel advisor yacht/ship visits by managing confirmations, guest information, reservations, approvals, and other logistical details. The role is focused on providing responsive sales operations support and improving the overall partner/customer experience rather than direct selling or event planning.
Typical Task include but are not limited to:
- Serve as a point of contact for travel advisors/agencies, handling requests, follow-ups, confirmations, and general resolution support
- Support the sales team with administrative needs, account follow-up, problem resolution, and coordination of sales activities
- Navigate HubSpot to extract data, maintain sales information, and support recurring and ad hoc reporting
- Support familiarization trips and yacht/ship visits, including confirming travel advisor participation, guest information, reservations, approvals, and other visit details
- Assist with trade and partner-facing activities through confirmations, attendee information, follow-up, and supporting materials rather than owning event planning
- Coordinate across Sales, Marketing, Finance, Accounting, Guest Relations, Vacation Planning, Product Development, and yacht teams to expedite requests and resolve issues
- Document recurring processes and help identify opportunities to simplify or automate manual sales operations work Support sales onboarding, meetings, projects, materials, and system access as needed